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Update your report with a Different Graph Using Quick Edit

Distributor steps for changing a Fusion report's chart in Encompass, like switching to a pie chart, using the Quick Edit Graph tab and saving it to the report. Requires v24.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 24.01

Steps

1. In the Quick Edit side-bar, click Graph
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2. The different graph and chart options available display within the Quick Edit toolbar
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3. Click on a graph option, like Pie Chart, and see a preview of the graph/visual over the reporting data
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4. Adjust the various settings specific to each type of Graph
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5. Click Save to Report to make your graph update permanent

Best Practices

  • After you have completed your quick edits and are happy with the way the data is displaying, be sure to save your report so that you don’t have to make the same adjustments again

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