Click a Quick View chart's Menu button to open a menu of options. Click the right mouse button on a chart element to get the same menu:
Print: Print the displayed
chart or data grid. More...
Report: Create a Report or Preview a Report from the displayed chart or data grid. Use Create a Report to save the report in a Reports tool folder. More...
Export: Export the displayed chart or data grid to a variety of formats. More...
Add to Web Filtering Category: Active when you right-click a chart element representing a web site (mycompany.com). Allows you to add the web site to a Custom Category to be used in Website Filtering. More...
Refresh: Update the Dashboard with the latest data or changes.
Move: Open the Dashboard Chart Layout, where you can drag and drop Quick View charts to change their order on the panel. More...
Copy: Copy the displayed chart or data grid. Right-click on a blank chart slot (on any Quick View panel) and select Paste to paste the chart. See More...
Share: Open a Copy Folder/Item box where you can select one or more Dashboard Login profiles with whom to share the selected chart or the current panel. More...
Delete Chart: Remove a Quick View chart, after confirmation. When you click Yes, the chart is deleted and cannot be recovered.
Exclude Data Point: Active when you right-click a chart element (a bar, a pie slice, or a data grid row). Allows you to remove this data point (chart element) for display purposes. More...
