📊 How to Access and Manage Messages Charts & Graphs

Visualizing message data through charts and graphs enhances communication tracking and decision-making. This guide will walk you through the steps to access and manage these visual tools within Take5™️ Connect. 👇

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Step 1: 🧭 Navigate to the Messages Tab

1. From the main dashboard, click on the Messages tab.
2. Locate the option called Charts in the top right corner.
3. Click on the + button and select how many columns (1–4) you’d like for the row layout.

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Step 2: ➕ Add Charts & Graphs

1. Once the chart view is open, hover over the + button on the right-hand side.
2. A dropdown menu will appear showing available chart types:
   

   • PIE: Statuses
   • PIE: Priorities
   • PIE: Types
   • Combo Chart: Historical Data

3. Choose the desired chart to insert it into your dashboard layout.

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Step 3: 🔄 Filter and Set Date Range

1. Click on the Filter button at the top-right corner of the screen.
2. A pop-up will appear where you can:
   

   • Select the Type of message; Email, Push Notification, SMS
   • Select the Status of the message; Draft, Queued, In Progress, Sent
   • Select the Priority of the message; Low, Normal, High, Critical
   • Filter through the date created or scheduled
   • Or set your desired date range

3. If no date is selected, the system defaults to showing the past three years of data.
4. Click Apply Filter to confirm your selections.

📝 Note: Filters apply to the entire module. Individual charts, rows, or columns cannot be filtered separately.

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📌 Tips for Managing Charts & Graphs

• If you leave the module and return later, your previously configured chart view will still be visible.
• To remove a chart, hover over the top-left corner of the chart and click the X icon.
• To add another chart, click the + button again and follow the previous steps.

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📞 Need Help?

If you need further assistance, please contact our support team:
📧 Email: support@take5connect.com
📞 Phone (NZ): 0800 582 535