Workbench
Overview
The Workbench allows Administrators and Read/Write users to create and modify customized chart exports using their Master Chart data.
Accessing Workbench
Click on the 
in the top-left corner of the screen, and then select the Workbench option.
A popup with the following options is displayed:
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Click to launch open the Chart Builder, in order to create a chart document with existing chart data and edit it in the Workbench. |
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Click to open the File Manager, and then select an existing document to edit in the Workbench |
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Click to open a blank chart document in the Workbench. |
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Recent Documents |
Select a chart document from the Recent Document section to quickly open a recently open document in the Workbench. |
You can also access the Workbench via the 
icon in the Top Toolbar. Reference the Builder article for more information.
Navigating Workbench
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Document Displays the name of the open Chart Document. Click on the name of the Chart Document to open the File Manager. |
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View |
Displays the name of the applied View. Click on the View name to select a different View from the dropdown menu. |
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Activate Saved Filters (created in the Chart Settings: Filters and Highlights panel). Activate Interactive Filtering to filter in/out records dynamically using checkboxes. |
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Activate Saved Highlights (created in the Chart Settings: Filters and Highlights panel). |
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Click to adjust the zoom settings on the chart. The following Zoom percentages are available:
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Click to define the page size of the chart. |
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Click to enable Breadcrumbs while navigating a Chart Document. NoteThe option to toggle Breadcrumbs On/Off can be disabled. Reference the Account Settings: UI Profiles article for more information. |
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Document menu |
Save and access Chart Documents, modify page properties, as well as utilize tools for comparing and analyzing Chart Documents. |
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Edit menu |
Manage chart edits. |
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Refresh menu |
Configure settings to manage the synchronization of your Chart Document. |
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Click to display the Chart Editor panel containing the tools for modifying the Chart Document. |
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