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📊 How to Create and Manage Charts & Graphs

PostedOctober 14, 2024
UpdatedJune 3, 2025
Byshawn@take5connect.com

The May 2024 Release of Take5™ Connect includes enhanced features for creating and managing charts and graphs, offering more flexibility and customization options. Follow this guide to learn how to take advantage of these new features. 👇

Step 1: 📊 Access the Charts & Graphs Section

You can access and manage charts for the following features: Dashboard, Sites, Inductions, Incidents, Safety Observations, Tasks, Forms, Hazards & Risks, Inspections & Audits, Site Activity, Toolbox Talks, and Messages. 

Within each module that Charts & Graphs apply to there will be an option to click on the Charts tab at the top of the page, which opens up a list of the available Modules.  

  1. Once logged in, navigate to the Dashboard area on the left-hand menu.
  2. Under the Sites (or any of the sections of the chart) section, select Charts & Graphs at the top bar to view the available options for data visualization.

Step 2: 🆕 New Features in the May 2024 Release

  1. The May 2024 Release introduces several enhancements, including:
    • Advanced Filtering: More precise control over data selection with multi-layer filters.
    • Customizable Chart Layouts: Choose from a wider range of chart types and customize them with different colors, fonts, and label positioning.
    • Real-Time Data Updates: Charts now automatically refresh when data is updated.

Step 3: 🛠️ Creating a New Chart with Enhanced Features

  1. Select the desired data set (e.g. incidents, messages, forms) from the top bar menu, where you wish to create a chart or graph.
  2. Click the + button at the top of the Charts & Graphs page.
  3. Select the type of Chart or Graph you want the data to be displayed in.
  4. Use the new Advanced Filters to narrow down your data by specific parameters like date ranges, location, or project type, through the Filter button.

Step 4: 💾 Individual Chart & Graph Controls

  1. Once the chart or graph has been created, they have a selection of functions.
  2. Drag Handle: Click and drag the chart or graph to position it within the row.
  3. Refresh: Click to refresh the screen view and update the chart with the latest data.
  4. Download: Download the chart or graph as an image file.
  5. Remove: Delete the chart or graph.

❓ Troubleshooting

  • If the new features are not visible, ensure that your account is updated to the May 2024 Release.
  • For charts with large data sets, it may take a moment for them to load. Refresh the page if the chart doesn’t display correctly.
  • Make sure to save your filters and customizations before exiting to prevent loss of changes.

📞 Need Help?

If you need further assistance, please contact our support team at:

📧 Email: support@take5connect.com

📞 Phone (NZ): 0800 582 535