Reports and Charts in ShareCRM are displayed in a tree-structured table format as shown below:

1. Chart Categories

• You can create category directories for Reports and Charts to manage them systematically.
• Reports and Charts can be placed under a single category or separately.

Note: - Maximum 20 characters for names. - Maximum 50 characters for descriptions. - The list is sorted by modification time in descending order by default (most recently modified appears first). - Deleting a category will also delete all Reports or Charts under it.

2. Chart List

Manage Reports and Charts in a list view. Click the name of a Report or Chart to view its details, or use the action buttons for different operations:

picture coming soon:

• Edit: Open the chart designer to modify the chart.
• Forward: Send the current chart as a message card to other Chats users.
• Rename: Change the chart name and description.
• Duplicate: Create a copy of the chart for independent editing without affecting the original.
• Delete: Permanently remove the chart (cannot be recovered).
• Export:
  • Reports and Chart data can be exported to Excel from the list page.
  • When viewing a Chart, you can export it as Excel or Images.
• Subscribe: Subscribe to the chart for access via Subscription Management.
• Post: Share the chart as a Post (Charts must be viewed before sharing).
• Move To: Transfer the Report or Chart to another category.

Batch Operations
- Batch Export: Export up to 5 Reports at once.
- Batch Delete: Delete multiple Reports simultaneously.