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Publish a Summary - From Day 1 to Done
Publish a Summary - From Day 1 to Done

Steps to get from day 1 to a published summary

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

Steps to get from day 1 to done

  1. Gather materials

    • Be sure you have the VividCharts Admin and Builder roles

    • Gather any manually created reports that we will use to create a template

    • Select an example record to use as reference while building

  2. Build your Summary Template

    • Start from a VividCharts Template

    • Or start from scratch

  3. Create a Summary Template

  4. Build a Summary

  5. Set up Summary Filters

  6. Share a Summary

  7. Define the workflow:

  8. UAT

  9. Training

  10. Go live!

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