Workbench
Audience
Audience: Administrators & Read/Write Users
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 using your Master Chart data. Chart Documents are customized 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 opened Chart Document in the Workbench. |
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Unsaved Charts |
Select a Chart Document from the list of unsaved drafts,. Unsaved drafts are recovered and stored in your account whenever you don't get the chance to save your work before exiting Workbench. |
Select one of the options in the Workbench dialog menu. The Workbench user interface is displayed.
Navigating Workbench
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Launch Document Settings to manage the configuration of the open Chart Document. |
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Save current Chart Document. |
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Undo the last action. |
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Re-do the last action that was undone. |
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Document menu |
Displays the name of the open Chart Document. Click to access options for creating a new Chart Document, opening File Manager, and generating missing photo and chart comparison reports. |
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Presentation menu |
Access all of the Views and Box Styles in the account. NoteYour Access Group may limit which Views and Box Styles that you are allowed to access. |
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View menu |
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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Fields menu |
Select the fields you'd like to show or hide in the boxes for the current View. |
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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 or to enable/disable Print Preview. |
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Activate Saved Filters (created in the Chart Settings: Filters and Highlights panel). |
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Activate Saved Highlights (created in the Chart Settings: Filters and Highlights panel). |
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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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Refresh the Chart Document. Schedule automatic refreshes for the current Chart Document in the Document Settings: Refresh panel. Select which manual changes to preserve in the Document Settings: Changes panel. |
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Click to display the Chart Editor panel containing the tools for modifying the Chart Document. |
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Click to hide the Chart Editor. |