VividCharts

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

Gary Ditsch

Kseniya Verenich

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)

Find answers and get help from Intercom Support and Community Experts

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