VividCharts

Kseniya Verenich

Blake Hester

Prior to 1.8.0 VividCharts had an apps menu with different Scaled Report Hubs (called Summaries at that time)

Hubs (1.7.1 Release and earlier)

Build Project Status Summary

Create a Summary Set

Start to finish steps from View to Template to Summary

From View to Summary (Version 1.2.8 or earlier)

Template creation is only available to users with the VividCharts Admin Role

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

How to collect updated data from a record

Refresh Summary Data

Project Status Hub

Creating a Project Status Report Template

How to organize project status report with collections

Organizing Project Status Report Templates

How to edit Project Status Report Templates

Editing Project Status Report Templates

How to create a Project Status Report Summary

Creating a Project Status Report Summary

How to add a filter to a Project Status Report Summary

Adding Filters to Project Status Report Summary

How to add a Project Status Report Summary to a collection

Adding Project Status Summary to Collection

Three ways to share a Project Status Report

Sharing Project Status Report

How to view your most recent Project Status Reports

Viewing Most Recent Project Status Reports

Project Status Hub (Version 1.7.0)

Turn a View into a Summary Template (Program)

Program Status Hub

Turn a View into a Summary Template (Portfolio)

Build A Portfolio Health Summary

Portfolio Health Hub

Build A Demand Review Summary

Turn a View into a Summary Template for Demand Review

Demand Review Hub

How to utilize the Summary Builder for Problem Review Hub

Build a Problem Summary

Turn A View Into A Summary Template (Problem)

Problem Review Hub

Build a MSP Hub Summary

MSP Hub - Steps to get from Day 1 to Done!

Turn a View into a Summary Template (Version 1.2.8 or earlier)

Managed Service Provider Hub

How to access and deploy and OOTB VividCharts Monthly Client Review temaplate

How to deploy an out-of-the-box Monthly Client Review template

Creating MSP Master Template

Organizing MSP Templates & Summaries

Editing MSP Master Template

Creating a MSP Report Summary

Sharing MSP Reports

Refreshing to view most recent customer data

Viewing Most Recent Customer Data

Managed Service Provider Hub (Version 1.7.0)

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Track the progress of all tickets related to your company.

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