Charts

What are Charts?
Ito1Core features Charts which gives you a graphical representation of a set of data. Think of Charts being pictorial representation of some information. They can be represented in any graphical format like Bar, Horizontal, etc.

Charts
Here one of the charts that we use are called Pie Charts. In this chart page you will be able to see Contacts by Project, Contacts by Source Category, Contacts by Process Type, Contacts By Rep, Calendar Activity, Securities and Trade Confirmation data displayed in graphical form.

You have the option of changing the period of the data being displayed. For example in the screen shot below notice that the “Contacts by Projects” data is displayed in Bar chart for Last Year.

charts

Now say, you want to display the data for Last 30 days. You will see that you need to change the period and click charts . This will display another set of fields as shown below

charts

You can change the Start Date and End Date and click  charts. Then the data displayed is as follows

Charts gadget

Scroll down the page if you want to display Contacts by Project.

Charts gadget

Scroll down the page if you want to display Contacts by Source Category.

Charts gadget

To display Contact by Process Type, scroll down the page further  

Charts gadget

To display Contacts by Rep scroll further down as shown below

Charts gadget

Calendar Activity

The Calendar Activity gadget gives a pictorial representation of Meetings & Activities, so you can know how many tasks, meetings and activities are to be completed in a day

Calendar-activity

Similarly you can view the data from Securities and Trade Commissions gadgets in a graphical format

Some Additional Feature in Charts

On the charts, you will see a button called display Options and when you click  on it a down menu is displayed

Charts gadget

You choose a Time Range from this, and the data below Contacts gadget will be displayed as per the criteria selected

Other Features within each gadget

When  image is selected from the right hand corner of Processes, a drop down menu as shown below is displayed which has the following options

charts

- Show History – This option will display any data that has been restricted below Restricted To
- Minimize – Hide/Unhide the graphical display

How to Print a Chart 

The Print feature has been provided for each Chart individually which allows you to download the chart in a particular format and then print it

charts

Similarly you can view the data from Securities and Trade Commissions gadgets in a graphical format