To add a new chart of Returns by Period:
1) Click the menu Manage Charts.
2) Click Add.
3) Fill out the fields in the following sequence:
a) Chart Template: Returns of Incoming Documents by Period.
b) Chart Title: Enter a title for the Chart.
c) Status: Enabled.
d) Chart Help: Use this feature to enter a help description for the chart.
e) Chart Type: Select a chart type, whether line or bar chart.
f) Reference Date: You can select the period from which to get the data. The field is not required. If the user does not fill it out, the system uses the date selected upon system login.