Formatting a Report Graph

Menu Choice	Description
Chart Designer	Using the Chart Designer, you can format everything from the source of chart (pie, bar, etc.) to the labels and pictures you want included.
Edit Chart Data	Selecting Editing Chart Data displays the Edit Chart Data window so that you can edit the number totals that are affecting your graph.
Wizard	If you are not sure how to set up the graph, try using the Chart Wizard. The Chart Wizard leads you through, with examples, how to format the graph exactly as you like.
Open	You can open a previously saved chart file to use by selecting Open.
Save As	To save this chart file, select Save As.
Print	To print the chart data in the graph format, select Print.
Copy	You can select the chart image, right-click and select Copy.
Paste	To paste an image into this graph chart, select Paste.

Help Guide for NextGen® Enterprise PM 8

Graph a Report

After generating a report, you can graph the report to see the report data in a graphical format. Select the Graph Report button on the Report toolbar. The report graph window opens. In the Select row for the graph field, from the drop-down list, select one of the rows from your report to use as your X axis. In the Select column for the graph field, from the drop-down list, select one of the columns from your report to use as your Y axis. Select Graph. A graph of the report appears. At this point, you can do one of the following:you can select from the two toolbar buttons that display on the graph window: Print or Exit. You can select Print or Exit. You can right-click to display the Chart Formatting shortcut menu. Formatting a Report Graph Parent topic: Report Toolbar

Help Guide for NextGen® Enterprise PM 8

Using Chart Designer

After the report is in a graph, you can format the graph using the Chart Designer. To format a graph, right-click on the graph and select Chart Designer from the menu to access the Chart Configuration window. Selecting a Chart Type Designing the Backdrop for Charts Adding Pictures to Charts Parent topic: Formatting a Report Graph

Help Guide for NextGen® Enterprise PM 8

Use the Chart Wizard

The Chart Wizard is the same as using the Chart Designer with the major difference being that the Wizard leads you through the process. Right-click anywhere on the chart and select Chart Wizard. The Gallery window opens. A gallery of chart examples appears. You can select from two dimensional (2D) or three dimensional (3D). Select one of the images from the Gallery and then select Next. The Style window opens with samples of styles to choose. Select the style you like for your chart and then select Next. The Layout window opens. In the Layout window you can specify the following: In the Chart Title field, enter the title for your chart. In the Chart Footnote field, you can enter a chart footnote, if needed. In the Chart Legend field, from the drop-down list, you can select one of the following options: None Left Right Top Bottom In the Series Data along field, you can select either Rows or Cols (columns). Under the Series Data along label, select Next. The Axes window opens. In the Cat

Help Guide for NextGen® Enterprise PM 8

Edit Chart Data

You can edit any of the chart date using this selection on the shortcut menu. Right-click anywhere in the chart area and select Edit Chart Data. The Edit Chart Data window opens. You can edit any of the data that appears in the Edit Chart Data window. Select any of the cells in the Edit Chart Data window and enter over the word or numbers on the cell and select Apply. Selecting Apply enables you to see the how your edits affect the chart before you commit to them. To save the edits, select OK. Parent topic: Formatting a Report Graph

Help Guide for NextGen® Enterprise PM 8

Formatting a Report Graph

After you convert your report data into a graph, you can format the graph using the shortcut menu. Note: Each time you generate a report, the toolbar appears. That does not mean that you can create a graph for every report. Some reports are not compatible for graphing. The selections available on the Graph Formatting shortcut menu are: Menu Choice Description Chart Designer Using the Chart Designer, you can format everything from the source of chart (pie, bar, etc.) to the labels and pictures you want included. For more information on Chart Designer, see Using Chart Designer. Edit Chart Data Selecting Editing Chart Data displays the Edit Chart Data window so that you can edit the number totals that are affecting your graph. For more information on Edit Chart Data, see Editing Chart Data Wizard If you are not sure how to set up the graph, try using the Chart Wizard. The Chart Wizard leads you through, with examples, how to format the graph exactly as you like. For more information on Wi

Help Guide for NextGen® Enterprise PM 8

Graph a Report

After generating a report, you can graph the report to see the report data in a graphical format. Select the Graph Report button on the Report toolbar. The report graph window opens. In the Select row for the graph field, from the drop-down list, select one of the rows from your report to use as your X axis. In the Select column for the graph field, from the drop-down list, select one of the columns from your report to use as your Y axis. Select Graph. A graph of the report appears. At this point, you can do one of the following:you can select from the two toolbar buttons that display on the graph window: Print or Exit. You can select Print or Exit. You can right-click to display the Chart Formatting shortcut menu. Formatting a Report Graph Parent topic: Report Toolbar

Formatting a Report Graph

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