1. In Visual Chart Organizer (VCO), highlight the VCO (chart template), and click Open.
  2. Select View > Design View from the menu bar. The title bar should read: Visual Chart Organizer - Design View.
  3. Place your cursor in the area where the account(s) will be added.
  4. Click New Detail or New Header/Total to add a Header/Total section as well.
  5. Select the Account Detail Definition tab and enter the account(s) to be added to the VCO.
  6. Save and close the VCO.

For more information, review to the Visual Chart Organizer Guide

Demo Image  Watch the video demo