How do I preview a chart?

Each chart that has been created by an administrator can be previewed as defined. This article describes how to preview a chart.

1. Click Charts

Click Charts
  1. On the Icon Bar click the Admin button.
  2. Click Configuration to expand the menu, then click Charts.

2. Click Preview

  1.    Click the down arrow next to the chart you want to preview.
  2.    In the context sensitive drop-down menu, click Preview.

3. Click Preview

Click Preview
  1. From the Portfolio drop-down menu, select a portfolio that you want to apply the chart to.
  2. From the Currency drop-down menu, select a currency for chart data to be reported in.
  3. Click Preview.

4. View Chart Preview

View Chart Preview
  • View a preview of the chart using the selected portfolio and currency.


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