Charts

The Charts feature in the Queue enables you to create visual reports from available fields and save them as part of your saved views. Each chart reflects the applied filters, date ranges, and selected columns, ensuring the data aligns with what is displayed in the Queue. Charts update dynamically as filters change, providing a consistent and reliable way to visualize Queue data.

Before you start:

1. Use Edit Columns and Filters to configure the table to display the data you want to analyze.
2. Save your changes as a view. 
3. The Saved View becomes the data source for any charts you create, and all charts will reflect the columns and filters defined in that view.

Follow these steps to start using Quick Charts:

1. Navigate to the Queue page in the Incident or Audit module.

   

2. Click the Charts button. The Charts slide-out opens on the right side of the screen.
3. If this is your first time opening Charts, an empty state is displayed. Click Add Chart to create a new chart or Add Default Charts to generate pre-configured charts based on your current view.

4. If a Saved View is selected, the panel displays any existing charts along with options to Change Theme, Add Chart, and adjust the Date Range. 

   

5. Click on the Add Chart to define new chart details. The chart preview updates in real time as you change settings. Refer to the Add New Chart section for more details.
6. Use the More (⋮) menu on any chart to manage chart options; refer to the Manage Charts section to learn more.
7. Click Custom Theme to customize chart colors by selecting predefined colors or entering your own hex values using the pencil icon. Refer to the Custom Theme section for more details.
8. Click the Date Range option to select the time period used to generate the chart using preset ranges or a custom date selection from the calendar. For more information, refer to the Date Range section.

9. Users can select or deselect legend options to refine the chart display in real time. Hovering over a legend item highlights the corresponding data in the chart for better visibility and analysis.

   

10. This functionality is available across all chart types, including category-based charts such as By Category. In this example, some legend options, such as Compliance and HIPAA Security, are not selected, so their corresponding data is hidden from the chart. The Documentation option is selected, which is why its segment is highlighted in the chart, making it easier to focus on that specific category.

    

Add New Chart

Follow these steps to add a New Chart:

1. Click the Add Chart from the Chart slide-out panel.
2. In the Add New Chart section, enter a Title for the chart.
3. Select a Data Field (only chart-eligible fields are shown).
4. Choose a Chart Type (available options may vary based on the selected data field):
   • Line Chart: Shows trends over time.
   • Pie Chart: Displays parts of a whole for quick comparison of proportions.
   • Bar Chart (Vertical): Compares values across categories using vertical bars.
   • Bar Chart (Horizontal): Compares values across categories using horizontal bars, useful for longer labels.

5. Select a Time Scale (for example, day, week, month, quarter, or year). The system will also automatically suggest a default based on the current date range.

   

6. Choose a Chart Display Options and select the following checkbox to control how data is displayed in the chart. The available options may vary based on the selected chart type:
   • Overall Totals - Displays the overall total across all data.
   • Totals - Displays total values for each data point.
   • Percentages - Shows values as percentages where applicable.
   • Show Missing Periods - Includes time periods with no data.
   • Stacked - Stacks values for easier comparison across categories.
   • Trendline - Adds a trendline to highlight patterns over time.
7. The chart preview updates in real time as you change settings.
8. Click Save to add the chart to the current view.

Manage Charts

Use the More (⋮) menu on any chart to perform the following actions:

1. Edit: Modify the chart settings, such as the data field, chart type, or time scale.

   

2. Presenter View: Open the chart in a larger, high-resolution view. 

   

3. Move Up: Move the chart higher in the list of charts.
4. Move Down: Move the chart lower in the list of charts.
5. Download PNG: Download the chart as a PNG image file.
6. Download JPG: Download the chart as a JPG image file.
7. Download CSV: Download the chart data as a CSV file.
8. Delete: Remove the chart from the current view.

Change Theme

Follow these steps for the Theme Customization:

1. Select Change Theme at the top of the panel.
2. Choose the Default Theme to use the predefined color set, or select Custom Theme to personalize colors.

3. In the Custom Theme section, pick from the available color tiles or click the pencil icon to enter your own hex color values (up to 10 colors).

   

4. Select Done to apply the theme.
5. The selected theme is applied to all charts, both existing and newly created.

Date Range Selection

The Date Range picker lets you control the time period used to generate charts in the Queue pages.

1. Click the date range option in the Charts slide-out to open the calendar.

2. Use the quick filters on the left to select common ranges such as Last Week, Last Month, Last Quarter, Last Year, This Week, This Month, This Quarter, or This Year.

   

3. You can also select specific start and end dates directly from the calendar.
4. Use the arrow icons to move between months.
5. Click Reset to clear the selection and return to the default date range.
6. The selected date range is applied immediately to the chart and updates the preview to reflect data within that period.

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