Instructions for Creating Chart Reports

In order to create a chart report, follow the steps below:

1. Define one or more of the following:
   • Category
     Select one of the options provided in the Category pull down menu located at the top of the Chart Screen. The selected category will define one of the chart axes.
     Note: Selection of a category for the chart report is required.
   • Series
     Select one of the options provided in the Series pull down menu located at the top of the Chart Screen. The selected series will define the chart legend.
     Note: Selection of a series for the chart report is optional.
     Note: Clicking the Swap button allows trading places of category and series selections.
   • Value(s)
     Select one or more of the options provided in the Values section.
     Note that when only the Category is defined, one or more Values can be selected. Hence the Values section consists of a collection of checkbox-type elements. If, however, you have defined both Categories and Series prior to defining Values, you can only select one Value. Hence the Value section consists of a collection of radio-button- type elements.
   • Chart Type
     Click on the button that represents the preferred chart type from the following:
     Note: If the pie chart or 3D pie chart is selected as a chart type, only one value for that chart can be defined to be generated.
2. Click on the Please click here to see your changes in effect link for the chart to be generated.