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Group By - Summaries

How to utilize the Group By

Kseniya Verenich avatar
Written by Kseniya Verenich
Updated over a week ago

On the VividCharts Summary page, you may notice the option to OPEN IN VIEWER. Clicking here will give you the opportunity to open all records displayed on the page in the VividCharts Viewer.

Before going to the Viewer, VividCharts gives you the option to organize your records by a Group By Field.

In this example, we have chosen to Group By program manager. Clicking SUBMIT will open the records in the Viewer. Once in the Viewer, clicking on Slides in the upper left corner will open the slide menu. From here, you have the option to choose the field. In this example, we are able to choose the program manager, Maria McKinley. By selecting Maria we have jumped to the slides where Maria is the Program manager. This can be seen in the below example by noticing that with Maria selected we have jumped to slide 3.

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