VividCharts

From the VividCharts home page, click the + Create Something New button in the upper right corner. Then, select Scaled Reports as the asset type.

Once the MSP Master Template is built, click the save button in the upper right corner. Remember to take a screenshot of the final view, so it can be uploaded as a thumbnail. This will help identify the MSP Master Template later on.

Click the Save Template button in the upper left corner.

The "Save as a scaled report template" modal will appear. Select MSP as the process area. Click Next.

This will show you all default table mappings and any additional tables that were used to build the charts on your template. If there are any table mappings missing, you need to add a Primary Location ID for that table. Reach out to VividCharts for help with this step. Once all table mappings are confirmed, click next.

Fill out the required fields and click save.

This will take you back to the MSP Master Template view. Click the save button in the upper right corner to maintain the template/view relationship.

- From the VividCharts home page, click the + Create Something New button in the upper right corner. Then, select Scaled Reports as the asset type.
- Once the MSP Master Template is built, click the save button in the upper right corner. Remember to take a screenshot of the final view, so it can be uploaded as a thumbnail. This will help identify the MSP Master Template later on.
- Click the Save Template button in the upper left corner.
- The "Save as a scaled report template" modal will appear. Select MSP as the process area. Click Next.
- This will show you all default table mappings and any additional tables that were used to build the charts on your template. If there are any table mappings missing, you need to add a Primary Location ID for that table. Reach out to VividCharts for help with this step. Once all table mappings are confirmed, click next.
- Fill out the required fields and click save.
- This will take you back to the MSP Master Template view. Click the save button in the upper right corner to maintain the template/view relationship.