Reports and Charts in ShareCRM are organized in a tree-like table structure 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 remain uncategorized

Note: - Names support up to 20 characters - Descriptions support up to 50 characters - The list defaults to reverse chronological order (most recently modified appears first) - Deleting a category will also delete all Reports or Charts within it

2. Chart List

Manage Reports and Charts in list view. Click the name to view details, or use the action buttons for various 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: Modify the chart name and description
• Duplicate: Create a copy that can be modified independently
• Delete: Permanently remove the chart (cannot be recovered)
• Export:
  • Reports/Chart data can be exported to Excel from list view
  • Charts can be exported as Excel or Images when viewing
• Subscribe: Subscribe to receive updates, viewable in Subscription Management
• Post: Share the chart as a Post (Charts must be viewed before sharing)
• Move to: Transfer the Report/Chart to another category
• Batch Operations:
  • Bulk Export: Export up to 5 Reports at once
  • Bulk Delete: Delete multiple Reports simultaneously