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ARCHIVED-Manage Saved Charts/Launch a Saved Chart

A guide to the features of the Manage Saved Charts/Launch a Saved Chart page

Updated over 6 months ago

Charts created by GEMS users that have been saved can be accessed via the Manage Saved Charts/Launch a Saved Chart tile from the Charting Hub (the name displayed on the tile is dependent on the logged-in user type).

Please note: Upon clicking the Manage Saved Charts/Launch a Saved Chart tile, which Saved Charts a user sees depends on whether the user created the Saved Chart and whether the Saved Chart was saved as "Public" or "Private." Users can always view, edit, and delete Saved Charts that they created themselves, but they can only view Saved Charts created by another GEMS user if the Saved Chart was saved as "Public."


Viewing a Saved Chart

To view a Saved Chart from the Manage Saved Charts/Launch a Saved Chart tile, click the name of the chart you wish to view.

On the subsequent Chart Options page, enter the desired date in the "Date As Of" field, then click the Launch Chart button.


Editing a Saved Chart

Charting Tool Edit Users can edit saved charts.

To edit a Saved Chart from the Manage Saved Charts/Launch a Saved Chart page, click the Actions icon next to the desired chart, then click Edit.

After clicking the Edit button, the Edit screen opens. On this screen, modifications can be made to the chart options and display options. For more information on these options, see this article.

After making the necessary edits to the Saved Chart, click the Launch Chart button to view the chart.

To save the chart with its new changes, click the Save icon. To overwrite the original chart, click the Save option on the submenu that appears; to save a new copy and the keep the original chart intact, click the Save As option. For more information on saving a chart, see Save a Chart.


Deleting a Saved Chart

To delete a Saved Chart from the Manage Saved Charts/Launch a Saved Chart tile, click the Actions icon next to the chart, then click Delete.

Please note: Users in an Administrator User Role can delete charts created by any user. Users who are not in an Administrator User Role can only delete charts they have created themselves.

Click OK on the Confirmation screen that appears, or click Cancel to return to the list of Saved Charts.

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