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Chart Settings
Audience
Audience: Administrators
Overview
Chart Settings consists of several panels in which Administrators can configure the overall presentation of any Master Chart in the account.
Accessing Chart Settings
Click More > Chart Settings.
By default, the Source panel is displayed. Select one of the options in the left side menu to navigate to a different panel.
Click on another option in the left side menu to navigate to a different Chart Settings panel.
Chart Settings Panels
The settings configured in the following panels apply to the selected Master Chart.
Panel | Description |
|---|---|
Create an organizational chart from one or more data sources. | |
Identify required and optional fields. | |
Adjust various presentation options. | |
Select fields available for Advanced Search and configure Directory mode search keys and results. | |
Customize the fields displayed in the Profile baseball card. | |
Update field properties and define/edit formulas. | |
Define and update filters and highlights. | |
Configure the naming convention and sort keys for subcharts, and create shortcuts. | |
Take a snapshot of any subset of a Master Chart and create Dynamic Formulas. | |
Configure the output for documents, images, and excel spreadsheets. | |
Configure the refresh schedule and email notification options. | |
Configure archival settings for the Point in Time module. |