Before we unleash the power of Graph Groups, let's cover some basic terminology.

In envisage:

The Power of Graph Groups

With Graph Groups you can:

  1. Create a selection of graphs sorted exactly how you want

  2. Have different frequencies of the same graph within a group (e.g. a weekly and monthly Sales graph)

  3. Set the display size for each graph (e.g. small, medium, large, wide) 

  4. Easily print a collection of graphs, in the correct order

Two Types of Graph Groups

There are two types of Graphs Groups in envisage.

  1. Personal Graph Groups - these are your private groups you create that no else sees.

  2. Company Graph Groups - Company wide groups that other users can access, if given permission.

You can access Graph Groups via Settings (cog wheel icon). Personal Graph Groups are near the top. Company Graph Groups will be in the company section as shown below:

How to Create a PERSONAL Graph Group

  1. Go to Graphs

  2. Close All existing graphs.

  3. Go to the Search Bar

  4. Find what graphs you want to add

  5. Either Select All or select graphs individually using the Selection Box (Note: you can repeat this process and add as many graphs as you wish.) 

  6. Click Add Open Graphs

  7. Reorder the graphs using the A - Z Sort feature or Drag and Drop. Resize graphs by clicking on the header or Resize buttons

  8. Click Make Graph Group

  9. Name Graph Group

  10. Use hamburgers to drag and reorder graphs.

  11. Adjust settings as desire for each graph.

  12. Click X to remove graph from the Graph Group.

  13. Share with users, give them access to the Graph Group

  14. Click Create Graph Group

How to Create a COMPANY Graph Group

  1. Go to Settings

  2. Choose Manage Graph Groups

  3. Click on New Graph Group

  4. Name the Graph Group

  5. In the Search Bar, find the graph(s) you want to add

  6. Either Select All or select graphs individually using the Selection Box. (Note: you can repeat this process and add as many graphs as you wish.) 

  7. Click Add to Graph Group

  8. Use the hamburgers to reorder

  9. Adjust the graphs settings

  10. Click Create Graph Group to save


See also

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