Setting a default chart type | ClearPoint Strategy

Setting a default chart type

Admin Options

Feature available for Professional Plan and above

Reports look really nice when they are consistent. To this end, Administrators have the ability to set a default chart type for new measures that are added to the account.

Instructions

1) Open the ‘System Settings’ menu and select ‘Admin Options’.

2) Click ‘Chart Options’. A new window will appear.

 

3) Click on the ‘Charts’ tab.

4) Select a chart from the dropdown menu to set as the ‘Default Chart Type’. This will be the default chart for whenever anyone adds a new measure.

5) Bulk edit the location of all legends in charts across your account by using the ‘Update Chart Legends’ dropdown.

6) Click ‘Save’.

 

Related Articles

Creating custom charts
Changing chart type
Changing the default series included in a new measure