How to Create and Use Custom Categories in My Charts

Purpose: 

To learn how to use the custom categories in My Charts to organize your items for easier access.

Directions: 

Creating a Custom Category

1. Navigate to the Charts Manager application
   • Go to {YourDistrict}.schooldata.net/v2/chart-manager
   • Click the application selector in Homeroom and click the Charts Manager Icon
     
     
     
     
   • Go to {YourDistrict}.schooldata.net/v2 and select Chart Manager
     
     
     
     
2. Once in the application click on "My Charts" in the left navigation pane 
   
   
   
   
3. Click the "Actions" Button
   
   
   
   
4. Click "Add new Category"
   
   
   
   
5. Give your Category a Label and optionally a description (If you've already created other categories you also have the option of nesting the new category in one of them) and click "Save" 
   
   
6. Refresh the browser page to view your new category
   
   

Adding Charts to Categories

1. For any chart in "My Charts" click the pencil icon and click "Edit Item"  
   
   
2. Under "Move to Category" click the drop down and select the category you'd like to move the chart too and click "Save"
   
   
   
   
3. Refresh the browser page to see your changes