Setting up charts

Set up and update charts to display in the Start Center using SQL statements to define chart data.

To set up charts:

  1. Open the Chart Setup form.
  2. Click New Record.
  3. Chart Code—Enter a unique code identifying the chart, and then enter a description in the adjacent field.
  4. Out of Service—Select to indicate the chart should not display in the Start Center.
  5. SQL Statement—Enter the SQL statement which will define the chart data displayed.
  6. Group By Text—Enter the type by which to group the chart data, e.g., for a chart displaying open work orders, enter Department to display the open work orders by specific department.
  7. Value Type—Select the value type for which the chart will display data, e.g., select Number to display numerical representations of data in the chart.
  8. Public—Select to indicate the chart should be available to all users in the Start Center.
  9. Click Save Record.