- OrgChart Overview
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- Topics
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- Auto-Assignment Example
- Auxiliary Reporting
- Co-Head Example
- Creating a Master Chart
- Creating a Master Page
- Creating Shortcuts
- Dynamic Localization
- Flat File Prep
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- Import Filters
- Index Page
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- Pie Chart Example
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- Restricted Link Setup
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Viewer
Overview
The Viewer is a read-only environment where users can view and navigate Master Charts and Chart Documents.
Accessing Viewer
Click on the 
in the top-left corner of the screen, and then select the Viewer option.
The Viewer user interface is displayed.
Navigating Viewer
Chart: Name of the open Master Chart or Chart Document. Click on the name of the open chart, and then click on a different Master Chart or Chart Document to open it.  Master Charts, or charts that are generated from the import of your source data, are displayed above the separator in the dropdown menu. Chart Documents, or charts that are created using source data, but modified in the Workbench, are displayed below the separator in the dropdown menu | |
View: Name of the View currently applied to the open Master Chart or Chart Document. Click on the name of the View , and then select a different View to apply to the current chart. | |
Levels: Number of Levels of the organization displayed on the current subchart. Click the number to increase the number of Levels displayed (up to 5). | |
 | Activate Saved Filters (created in the Chart Settings: Filters and Highlights panel). Activate Interactive Filtering to filter in/out records dynamically using checkboxes. |
 | Activate Saved Highlights (created in the Chart Settings: Filters and Highlights panel). |
 | Click to adjust the zoom settings on the chart. The following Zoom percentages are available:
|
 | Enable/ disable Print Preview. When Print Preview is enabled, select the size of the page on which the chart will be displayed. |