Charts as Layouts

Charts as layouts are prepared by first designing the chart in the standard way as explained in this documentation section. The chart is any that you create, with any filters.

To prepare a chart layout, choose the Create layouts for existing reports from the Query / Report Options list and press the GO button. After pressing the radio button Chart at the top of the screen, you will see the following:


Preparing a chart layout

To prepare the report:

  • Within the field Select chart to include, you will see a list of all the charts that are possible to select. The chart for your layout must exist before you create the layout
  • Enter the text for the report header and for the legend to appear under the header
  • For each of the report header, the legend, and the data display, you can set the style of the output by using the button. When you hold your mouse over the button, you will see a summary of the style that is set. When you click on this button, you will see a pop up window where you can set the style

  • Setting the style of an element on a PDF report

  • When you have completed the screen, Save the report. Note that you cannot run the chart directly; it must first be placed in a container report before you can run it and output it to a PDF.

Example Chart Layout

First create and save a chart. For our example, we created a pie chart with the title of My Open Issues. Then we place this chart onto the layout:


Sample Chart Layout

Note that we simply used the style buttons to embellish the column report output to the PDF. As a result, it looks like the following sample report.


Sample Chart as a PDF