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.
  2. On the sidebar, 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.