Turn a View into a Summary Template (Version 1.2.9 or later)

Step 1:

Create View that you want to turn into a template

Step 2:

Take a screen snip of the View to utilize for Template thumbnail and save to local drive with file name matching the View name

Step 3:

Click “SAVE TEMPLATE”

Step 4:

Select "Summary Template". Click NEXT

Step 5:

Select "MSP". Click NEXT

Step 6:

Do a check to make sure all fields are filled out by scrolling to the bottom. Not seeing a table that you have utilized? Or have questions? Reach out to your CSM! Once all tables are confirmed, click NEXT.

Step 7:

Fill out all required fields:

Title: This should be the same title as your View.
Description: This helps give more context to this template.
Upload a screen shot to help identify this template.

Step 8:

Select a record to preview and test your template.

PREVIEW will open a new tab with a preview of the Summary View. Each chart will have the company condition automatically applied. This is a great opportunity to test to see if all of your charts are configured as desired.

Step 9:

Once the PREVIEW has been tested, click SAVE AS NEW. This will close the "Save as a template" window and will prompt you to click SAVE in the upper right corner.

Step 10:

Go to the Managed Services Provider Hub to build a Summary.

Make edits to your template and choose UPDATE instead of SAVE AS NEW.