Creating a dashboard chart for the Rates Group

This example shows how to create a dashboard chart for the Rates Group:

  1. Create your query and dashboard chart as previously and save.
    In the background, a Dashboard Chart Part has been created and allocated to all Home Summary forms but is not visible.
  2. Select System Administration > System Parameters > Summary Form Maintenance.
  3. Select the Rates Home Summary form.
  4. Click Summary Form Layout.
  5. Locate your new Dashboard Chart Part.
  6. Select the Visible check box. This setting makes the chart visible to all users within the role of Rates.