Edit a graph/chart

You can completely modify and customize any graph/chart in Upland Analytics to help create the perfect fit for your business needs if you have the correct permission. However, if the graph/chart was built in New Analytics, you must edit it in New Analytics.

Note: If the following error message displays: One of the fields in this report is not configured properly or is no longer available for reporting see Error Messages.

  1. Do one of the following to edit an existing graph/chart:
    • From the Navigation menu, click located on the right of the graph/chart name you want to edit and click Edit.

    • From an existing graph/chart, open the Main Menu bar and click .
  2. Modify the graph/chart as necessary. See Available graph/chart options for field definitions.

    3. Tip: Create a new copy of the existing graph/chart before editing it to keep the original as a backup.