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