In VividCharts, we use the term 'View' a lot. With VividCharts being as flexible as it is, a term like 'report' or 'dashboard' is way too limiting. A View in VividCharts can be a lot of things, such as:

  • A single chart

  • A single slide View with multiple charts, filters, etc. (similar to a traditional dashboard)

  • A multi-slide View similar to a PowerPoint slide deck

  • A dynamic multi-slide View that leverages Summaries to display slides for records based on a configured filter

You can create a new View from either the Home page or a Collection detail page by clicking the '+ NEW VIEW' button:

This will take you into the Editor. The Editor is a flexible tool that allows you to configure and format your View in one place before sharing it to be consumed by your desired audience.

Let's change the title of this View to 'Open Incidents' and click the title 'SAVE' button:

Once you have saved your new title, that is how your View will be listed throughout VividCharts. Other articles will cover the Editor in more depth, but you have now successfully created a View that is ready for you to build on.

Throughout VividCharts, anytime you see the back arrow in the top-left of the app, clicking that will take you back to the last page you were on. Go ahead and click the back arrow in the Editor and it will take us back to the last page you were on. In this example, we started from a Collection detail page so it takes us back there. You will now see the View we just created and renamed. From here, you can go back into the editor of this View by clicking the pencil icon.

Did this answer your question?