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Annotating Report Charts

You can annotate (add explanation or comment) to report charts through the Description field in the Chart Properties menu. See Chart for more information on Chart properties.

To annotate a Smart report

  1. From Explorer, run a Smart report that includes a chart.

  2. Make sure the report is in Edit Mode .

  3. Click the + located at the bottom of the page. Then, click the Add Chart option.

  4. From the Miscellaneous section, click the icon to open the Description menu. A window will be displayed.

  5. Create your annotation and click OK. Then click Apply. The annotation displays in the chart.

    Tip: Where you position the description, and how large it is, can affect the size of the chart visualization. If the chart is part of a Dashboard, consider adding a Rich Text widget to the layout, which can display the information without compressing the chart.

  6. Click Save or Save As (in the bottom-right) to save the report with the description.

To annotate a Classic report

  1. From Classic reports, click the tab.

  2. From the Miscellaneous section, click the icon to open the Description menu. A window will be displayed.

  3. Create your annotation and click OK.

    Tip: Where you position the description, and how large it is, can affect the size of the chart visualization. If the chart is part of a Dashboard, consider adding a Rich Text widget to the layout, which can display the information without compressing the chart.

  4. Click Save or Save As (in the bottom-right) to save the report with the description.