1. In Visual Chart Organizer, open an existing VCO or click New
    2. Click Design View
    3. Highlight the appropriate Account Detail section
    4. Select the Account Detail Definition tab
    5. In the Include drop-down list, choose Selected accounts using advanced filters
      Note: If this option is not available, you must first adjust your business rules to allow advanced VCO filters
    6. Change Include to Selected for the appropriate filter and define the values
    7. Save and close the VCO