Saving charts in Scoop preserves your visualizations for reuse across presentations, dashboards, and automated reports. Saved charts stay live—automatically updating when your underlying data refreshes.
Quick Reference
| Action |
How |
Result |
| Save chart |
Click Save button |
Chart stored in library |
| Add to canvas |
Drag from library |
Live chart on presentation |
| Share link |
Click Share |
Shareable URL |
| Schedule delivery |
Set up report schedule |
Automated email |
| Export image |
Download as PNG/PDF |
Static snapshot |
Step-by-Step Guide
Step 1: Create or Select Your Chart
First, create a chart or open an existing visualization that you want to save.
| Starting Point |
Action |
| New chart |
Build visualization in Explorer |
| Existing chart |
Open from library or canvas |
| Modified chart |
Make changes, then save |
Step 2: Click Save
Click the Save button in the chart toolbar. The save dialog appears with options.
| Toolbar Location |
Icon |
| Top right of chart |
Disk/save icon |
| Chart menu (⋮) |
"Save As" option |
Step 3: Name Your Chart
Give your chart a descriptive name that makes it easy to find later.
Naming Best Practices
| Convention |
Example |
Why |
| What it shows |
"Monthly Revenue by Region" |
Describes the content |
| Who it's for |
"Sales Team Pipeline Overview" |
Audience clarity |
| Time context |
"Q4 2024 Performance Summary" |
Temporal relevance |
| Metric + Dimension |
"Win Rate by Product Line" |
Quick understanding |
Names to Avoid
| Bad Example |
Why |
Better Alternative |
| "Chart 1" |
No context |
"Revenue Trend - Last 12 Months" |
| "New Chart" |
Not descriptive |
"Pipeline by Stage - Weekly" |
| "test" |
Unclear purpose |
"Deal Count by Rep" |
| "copy of copy" |
Confusing |
"Q3 vs Q4 Comparison" |
Step 4: Choose Save Location
Select where to save your chart:
| Location |
Visibility |
Best For |
| Personal Library |
Only you |
Work in progress, personal dashboards |
| Workspace Library |
All workspace members |
Shared team analytics |
| Specific Presentation |
Presentation viewers |
Direct canvas placement |
Organization Options
| Feature |
Description |
| Folders |
Group related charts together |
| Tags |
Add searchable labels |
| Description |
Optional notes about the chart |
Step 5: Confirm Save
Click Save to finalize. Your chart now appears in your chart library.
| Confirmation |
What It Means |
| Success message |
Chart saved successfully |
| Library updated |
Chart appears in list |
| Version created |
Original preserved if editing |
Using Saved Charts
Finding Your Charts
| Method |
How |
| Chart Library |
Browse all saved charts |
| Search |
Type name or keywords |
| Recent |
View recently accessed |
| By dataset |
Filter by source data |
| By folder |
Navigate folder structure |
Actions on Saved Charts
| Action |
How |
Result |
| View |
Click chart name |
Opens in Explorer |
| Add to Canvas |
Drag onto presentation |
Live chart on canvas |
| Duplicate |
Copy to create variant |
New editable copy |
| Edit |
Open and modify |
Update original |
| Delete |
Remove from library |
Permanently deleted |
| Move |
Change location/folder |
Reorganized |
Sharing Charts
| Share Method |
Recipient Access |
Best For |
| Workspace library |
Team members |
Internal collaboration |
| Direct link |
Anyone with link |
Quick sharing |
| Canvas embed |
Presentation viewers |
Formal presentations |
| Export |
Download recipients |
Offline use |
Sharing Options
| Option |
Description |
| View only |
Recipients can see but not edit |
| Can edit |
Recipients can modify the chart |
| Can copy |
Recipients can duplicate to their library |
Auto-Refresh Behavior
Saved charts are live by default—they automatically reflect the latest data.
How Auto-Refresh Works
| Component |
Behavior |
| Underlying dataset |
Refreshes on schedule (daily, hourly, etc.) |
| Chart query |
Re-runs when data updates |
| Visualization |
Displays current results |
| Filters/settings |
Preserved across refreshes |
Refresh Schedule
| Dataset Type |
Typical Refresh |
| SaaS connectors |
Daily (configurable) |
| Database connections |
Daily or real-time |
| File uploads |
Manual refresh |
| Blended datasets |
When sources update |
Manual Refresh
Force an immediate refresh when needed:
| Method |
When to Use |
| Click refresh button |
Need latest data now |
| Re-run query |
After data source updated |
| Reopen chart |
Check for updates |
Scheduling Chart Delivery
Automate chart distribution via email.
Setting Up Scheduled Reports
| Step |
Action |
| 1 |
Open saved chart or canvas |
| 2 |
Click Schedule/Subscribe |
| 3 |
Set frequency (daily, weekly, monthly) |
| 4 |
Add recipient email addresses |
| 5 |
Choose format (embedded or attachment) |
| 6 |
Confirm schedule |
Schedule Options
| Setting |
Options |
| Frequency |
Daily, weekly, monthly, custom |
| Day/time |
Specific delivery time |
| Format |
Image, PDF, link to live chart |
| Recipients |
Individual emails or groups |
Email Content
| Component |
Description |
| Subject line |
Chart name + date |
| Chart image |
Visual snapshot |
| Live link |
Click to see current data |
| Commentary |
Optional notes |
Exporting Charts
Export charts as static files for offline use or embedding elsewhere.
| Format |
Use Case |
Features |
| PNG |
Presentations, documents |
High-resolution image |
| PDF |
Printing, formal reports |
Vector quality |
| SVG |
Web embedding |
Scalable graphics |
| CSV |
Data analysis |
Underlying data export |
Export Options
| Setting |
Description |
| Resolution |
Standard, high, print quality |
| Background |
Transparent or solid |
| Include title |
Add chart title to export |
| Include legend |
Add legend to export |
Version Control
Track changes to your saved charts.
Version Features
| Feature |
Description |
| Auto-save |
Changes saved automatically |
| Save as new |
Create copy instead of overwriting |
| Version history |
View previous versions |
| Restore |
Revert to earlier version |
Best Practices for Versions
| Practice |
Why |
| Save as new for major changes |
Preserve original |
| Use descriptive names |
Distinguish versions |
| Document changes |
Add notes about updates |
| Archive old versions |
Keep library clean |
Troubleshooting
Chart Won't Save
| Issue |
Solution |
| Permission error |
Check workspace access |
| Name conflict |
Use unique name |
| Connection timeout |
Retry save operation |
| Invalid characters |
Remove special characters from name |
Chart Shows Old Data
| Issue |
Solution |
| Dataset not refreshed |
Check data source schedule |
| Cached results |
Force manual refresh |
| Filter date range |
Verify date settings |
| Wrong dataset |
Confirm chart source |
Can't Find Saved Chart
| Issue |
Solution |
| Wrong location |
Check all libraries |
| Deleted accidentally |
Check trash/archive |
| Permission changed |
Request access from owner |
| Name forgotten |
Search by dataset or date |
Sharing Not Working
| Issue |
Solution |
| Link expired |
Generate new share link |
| Permission denied |
Check recipient access |
| Workspace mismatch |
Verify workspace membership |
| Email not delivered |
Check spam folder |
Best Practices
Organization
| Practice |
Benefit |
| Use folders |
Easy navigation |
| Consistent naming |
Quick identification |
| Add descriptions |
Future context |
| Regular cleanup |
Manageable library |
Collaboration
| Practice |
Benefit |
| Save to workspace |
Team access |
| Document filters |
Others understand context |
| Version major changes |
Preserve history |
| Share responsibly |
Appropriate access |
Maintenance
| Practice |
Benefit |
| Review periodically |
Remove outdated charts |
| Update names |
Reflect current purpose |
| Check schedules |
Ensure delivery working |
| Audit permissions |
Appropriate access |
