Views & reporting / 0:13 · Silent demo

Save a chart as a report view

The work behind the clip

The same work. A clearer view.

Recurring reviews benefit from a layout the team can return to. This clip illustrates a saved chart view; it does not demonstrate a separate reporting engine.

This preview illustrates a concept or component. Confirm availability and setup for your facility during a demo.

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What happens in the clip

  1. 01

    Open the monthly pivot

  2. 02

    Switch to a chart

  3. 03

    Save the report layout

No narration. The written steps describe the on-screen sequence.