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Share Charts across Users

Last Updated: Feb 01, 2017 11:48AM PST

How do I share charts?

Three Options:

A) Share the chart as an image. 
B) Share the chart with another chart creator, for cooperative editing.
C) Share the chart with a NetSuite user, for view. 




A) Share the chart as PNG 

i) From your published chart on a portlet. 

Click the three horizontal lines in the upper left corner to open a published charts menu.
This will automatically download an image to your downloads folder.
Tip: You may have to disable your pop-up blocker.

 

ii) From the iCharts studio

Go to, File > Download as image.



Select your size and title for the image. 


 
 

B) Share the chart with another iCharts user 

The image will automatically be downloaded to your browser’s Downloads folder. You can now attach it to any e‐mail or document and send it out. Please keep in mind that no filters can be shown on the image of the charts. So if you want the recipient to see your filters, please choose the following sharing option. 

 

Go to iCharts-->Data Visualization-->Edit Existing 
Choose the chart you want to share and click on Action Share with another user.
Type in the recipient’s email and click on share.

 

You can also allow the recipient to edit the chart by checking the box “Users can edit chart”. 
Tip: This sharing option is only for sharing between iCharts users!

C) Share the chart with a NetSuite user.

Publish the chart to a portlet, then share the portlet with the NetSuite user you wish to view the chart.

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