Step 1: Create a New View
Step 2: Add a Chart to a View
Step 3: Save and Publish
Step 4: Create a Collection titled 'Summary Templates'
Step 5: Add the View to the 'Summary Templates' Collection
Once view is complete and no additional changes are needed, move on to Step 6.
Step 6: Turn a View into a Template
Step 8: Build Project Status Summary
Step 9: Share a Summary
Step 10: To make changes, Edit Summary Template