You must have the x_vivid_vc_core.refresher and the x_vivid_vc_core.builder roles and edit access to the summary

Open your Summary list view without any filters applied.

Then click on the ‘Refresh’ button in the upper right corner

All of your Reports will now reflect your most recent data, whether viewed from a summary view or from a Related Link

You must have the x_vivid_vc_core.refresher role and view access to the summary

Open your Summary list view and add a filter to the summary list by clicking filters in the menu bar, selecting your filters and clicking run on the filters panel.

After clicking “Run” on the filter, click on the ‘Refresh’ button in the upper right corner

Your filtered list of Records will now reflect your most recent data, whether viewed from a summary view or from a Related Link

You must have the x_vivid_vc_core.refresher and view access to the summary

From your filtered list of records click each record you’d like to add to your set or click on ‘Select All’ in the upper left corner

Then click on ‘Create Set’

Choose a name for your set and click ‘Save’

Then click on the ‘Refresh’ button in the upper right corner

If set is already created , click the dropdown and select set that you want to refresh and then click the refresh button in the upper right hand corner.

All of your Reports will now reflect your most recent data, whether viewed from a summary view or from a Related Link

Refresh a single MSP report by clicking on the the View icon next to the MSP report you are interested in refreshing.

This will open up a new tab with that MSP report in the Viewer

From here, if you have view access to the summary and also have the x_vivid_vc_core.refresher role, you can click on the ‘Refresh’ icon in the upper right corner to refresh the data for that MSP report.