# How to Save a Chart Save your visualizations for reuse, sharing, and automated reporting 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](how-to-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 | # Related Topics - [How to Create a Chart](how-to-create-a-chart) - Build visualizations - [Chart Types](index) - Choose the right chart - [Canvas Objects](../../Canvases/canvas-objects) - Add charts to presentations - [Visual Themes](../visual-themes) - Consistent styling