Xera: Saving a Graph

Saving a Graph to the Project Dashboard
You can save the displayed graph as a tile on the Project Dashboard to provide a summary of key data or review status. The saved graph is static; changes made to the graph after it has been saved will not be saved to the tile (unless you re-save the graph to the Project Dashboard).
You can add a maximum of 64 tiles to the Project Dashboard, however each graph placed on the Project Dashboard requires loading time. Because of this, we recommend adding no more than 10 graphs to the Project Dashboard.
*Note The tile will only display on your Project Dashboard, not on any other project members’ Dashboard.
To save the graph as a tile:
1. In the iVIEW tab, click the Save as Tile button.
The Tile Name box opens.
2. Enter a unique name for the tile; this is the name that will display as the title for the tile.
*Tip If the graph uses a dynamic date, consider adding the date focus to the tile name for easy reference.
3. Click Save.
*Note iVIEW tiles are displayed on the Project Dashboard in the order they were created; the first saved tiles display closest to the Tasks tile.
Once the graph is saved as an iVIEW tile, you can click on the tile to fully expand it to review graph details, and enable or disable items in the legend to suit your review needs. Legend changes made to the tile are saved to the tile, allowing you to customize the graph when needed.
Viewing the Documents in a Graph
Once you have created your graph, you can click on any of the values and review the documents that contain the data you have selected. These documents can be reviewed in Table View or in Document View. Alternately, you can choose to add the documents to a folder.
To retrieve documents:
1. Click on a value in the graph.
If necessary, click and drag to zoom in on specific values shown in the graph.
The search criteria opens at the top of the iVIEW page.
2. Do one of the following:
*To view the data in Table View:
Change the search operator (circled in the image) only if you want to view multiple data items. The operator is used to distinguish how the data items are returned to you: either as an AND (all), or OR.
Ensure Filter is selected in the list and click Go.
The iVIEW search is added to any existing searches that are displayed in the Search area in Table View. iVIEW searches are indicated by a filter icon.
*To view the documents in Document View, select View from the list, and then click Go.
*To add the documents to a folder, select Folder from the list, and then click Go.
Table View refreshes with the results. The Create a Folder section displays on the left side, enabling you to create the folder to which you will add the documents.
More about iVIEW searches:
Printing or Downloading a Graph
Any displayed graph can be printed or saved (downloaded) in image format (png), enabling you to share the displayed data with others. The displayed graph is arranged to fully print or display on a standard page.
To print or download a graph:
1. Click the Print button, and then choose one of the following:
*To print the graph, select Print.
*To download the graph (save it in png format), select Download. Save the file to a location of your choosing.

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