I am a CPA and work with dental clients. I would like to insert a few custom graphs on the client's home dashboard that is viewable when Client user logins to their Thomson Reuters Portal. Currently the only graph the client sees is the canned graph provided by TR by default. The graph shows Revenue/Expenses. I would like to create a few additional custom graphs that can be displayed. If anyone knows of someone who can help with the process or if you know of any articles/resources please advise. Thanks!
