Managing the Chart Library

Click Admin

Click Admin

Select Charts.

Add a New Chart

Add a New Chart

Click the Add New button.

Edit Existing Charts

Edit Existing Charts

To select the desired chart you can click on the chart name directly or select Edit from the drop-down menu in the left-most column.

Update Chart Information

Update Chart Information

Make desired changes and click the Submit button.

Copy Chart

Copy Chart

Select Copy from the drop down menu.

Update Chart Information

Update Chart Information

Name the new chart and change variables as required.

When finished with settings click the Submit button.

View New Chart in Library

Preview a Chart

Preview a Chart

Select Preview from the drop down menu

Select a Portfolio

Select a Portfolio

Select the Portfolio you want to apply the chart to from the drop-down menu and click Preview

View the Chart Preview

View the Chart Preview

Delete a Chart

Delete a Chart

Select Delete from the drop down menu

Confirm Changes

Confirm Changes

Click the Delete button to delete the chart or the Cancel button to keep the chart.

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