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.

Export Formats

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

How to Save a Chart