How to create report and dashboard in salesforce


Create a Dashboard
  1. Click the Dashboards tab.
  2. Click New Dashboard.
  3. Name your dashboard All Opportunities . Leave all other fields as is and click Create.
  4. Click + Component.
  5. For Report, select Opportunities by Stage. Click Select. …
  6. For Display As, select Vertical Bar Chart and click Add.
  7. Click Save.
  8. Click Done.

How to create dashboards in Salesforce?

  • From the Dashboards tab, create a new dashboard or edit an existing one.
  • Click View dashboard as drop-down button next to the View dashboard as field.
  • Select Run as logged-in user.
  • Optionally, select Let authorized users change running user to enable those with permission to change the running user on the dashboard view page. …
  • Click OK.

More items…

How to create a report in Salesforce?

How to Create a Salesforce Report Tabular Report. To get started, head over to the Reports tab. If you don’t see it, click on the App Launcher (9 dots). Then, click “New Report”. Select the objects/s you wish to report on. You can use the search bar to quickly search for a report type. I’m going to create an Accounts report.

How do I create a dashboard in Salesforce?

Creating a Dashboard in Salesforce. We must have some reports ready to assist in creating a dashboard. Go to all tabs under the plus icon at the Tab bar or just a quick search for dashboards to create a new. The classic experience combines reports and dashboards in Salesforce together while we have separate tabs for both in lightning.

What are standard reports in Salesforce?

The different types of reports in Salesforce are:

  • Tabular report that displays the grand total in table form
  • Matrix report where grouping is based upon both rows and columns
  • Summary reports that are detailed reports in which the grouping is based on columns.
  • Joined report which allows two or more reports to be joined in a single report

How do you create a dashboard and report?

Create a DashboardClick the Dashboards tab.Click New Dashboard… button.Name the dashboard as Construction and click on Create.Click the +Component button on the top of the page and select the Supplies report.Select the Vertical Bar Chart component and click Add.Click the Save button and then Done.

How do I create a report in Salesforce?

To create a new report:From the Reports tab, click New Report.Select the report type for the report, and click Create.Customize your report, then save or run it.

How do I create a dashboard from a report in Salesforce Classic?

This topic is about creating dashboards from reports in Salesforce Classic….Click Clone, modify the dashboard settings, and save.Create the custom reports containing the data you want to display. … Click the Dashboards tab.Click Go To Dashboard List.Click New Dashboard. … Customize your dashboard and click Save.

What is report and dashboard in Salesforce?

Salesforce reports and dashboards are the analytical side of the CRM. They are used to convert business requirement into Visual representations like Graphs, Pie Charts, Tables, Scatter Chart, Gauges, Metrics, Funnel chart and so on.

What is dashboard in Salesforce?

Dashboards let you curate data from reports using charts, tables, and metrics. If your colleagues need more information, then they’re able to view your dashboard’s data-supplying reports. Filter a Dashboard. Dashboard filters make it easy for users to apply different data perspectives to a single dashboard.

How do I create a dashboard in Salesforce lightning?

0:234:58How to Build a Dashboard in Lightning Experience | SalesforceYouTubeStart of suggested clipEnd of suggested clipGet started from the dashboards tab. Click new dashboard name and describe the dashboard. And saveMoreGet started from the dashboards tab. Click new dashboard name and describe the dashboard. And save it to a folder for organizing and sharing.

How do I create a dashboard chart in Salesforce?

Here’s how you add a report chart:Open a report in report builder.Click Add Chart in report builder. For existing charts, click Edit Chart.Select a chart type.Enter the appropriate settings on the Chart Data tab for the chart type you selected.Enter the appropriate settings on the Formatting tab.Click OK.

How do I create a dashboard?

To create a Dashboard:Sign in to Google Analytics.Navigate to your view.Open Reports.Click CUSTOMIZATION > Dashboards.Click Create.In the Create Dashboard dialog, select either Blank Canvas (no widgets) or Starter Dashboard (default set of widgets).More items…

How do I create a report in Salesforce lightning?

From the reports tab, click New Report.Choose a report type, then click Continue. … The report opens in edit mode, and shows a preview. … To add a column to your report, … To summarize a column in your report, … To group records in your report, … To filter records from your report, click.More items…

What are the 2 major differences between a report and a dashboard in Salesforce?

Well, a dashboard is much more than one chart for one report. It can display multiple components/visuals from many different reports (or just the same one) to give a large overview over a given area. A report chart is just that, a visual chart for one given report’s pulled records.

What is the difference between dashboards and reports?

Reports tend to be broader and feature historic data. Because they must be delivered periodically, they represent a snapshot of a specific area or organization rather than its real-time situation. Dashboards, on the other hand, are built to visualize and organize data in real-time.

How many reports are in a dashboard Salesforce?

Currently, Users can subscribe to a maximum of 7 reports or dashboards and be notified whenever set conditions are met. This maximum limit is currently hard-coded and cannot be increased. Note: The limit of 7 subscribed reports is independent for Salesforce Classic and Lightning Experience.

What is Salesforce report?

Salesforce report is a list of data generated based on the criteria defined. Reports have access to Salesforce data and can be used to display in terms of rows and columns. As Reports are very confidential, their accessibility plays an important role.

What are the different types of reports in Salesforce?

Types of Reports in Salesforce: Salesforce has a provision for four types of reports. 1. Tabular: This is a basic and simple form of a report which displays records in a tabular format. Consider the above example, it shows all the Property records in a row by row tabular format as shown below. 2.

Why do businesses need dashboards?

Every business needs clear ‘Reports’ and ‘Dashboards’ to get insights from them for better understanding and forecasting a Business process. These Reports and Dashboards will be helpful for their Business enhancement.

What is summary report?

Summary reports are mostly used to group rows of data. “Group field” plays an important role in the summary report. Grouping is done based on the value of a selected field. Consider the above example, a property object has a custom field ‘Status’ of pick list type and has two values i.e. (Available, Sold). By selecting the status field as grouping field, a summary report is generated in two groups, one is an ‘Available’ group and the second one is ‘Sold’ group as shown below. Grouping in Summary is on a row basis. You can also create subgrouping in summary reports.


The Sales VP at Ursa Major Solar wants his team to stay on top of the daily sales pipeline and keep tabs on all of Ursa’s major industry segments.

Create a Report

To set things up, Maria creates a report that includes a chart and also creates a dashboard. Later she embeds the dashboard in the Home page and the report chart in the Accounts Detail page.

Create a Dashboard

Maria can now create a dashboard to reveal data that she wants to highlight on the Home page.

Verify Step

You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.


Imagine trying to comb through your Salesforce data to figure out what percentage of your opportunities had been closed this year. After a few hundred clicks, you would get pretty frustrated. Luckily, there are Salesforce reports and dashboards to make your life easier.

Benefits of Reports and Dashboards

You and your sales and marketing managers benefit from reports and dashboards in these ways:

Your Stakeholders’ Reporting Needs

In this project, you’ll get hands-on practice building reports and dashboards on the Salesforce platform from start to finish. Let’s see the reports and dashboards you’ll build for each of your stakeholders to track key business information.

Follow Along with Trail Together

Want to follow along with an instructor as you work through this step? Take a look at this video, part of the Trail Together series on Trailhead Live. You can find a link to the full session in the Resources section.

Create Report and Dashboard Folders

You’ve received a lot of requests from various stakeholders to analyze data in Salesforce. How do you keep it all organized? Start by creating the necessary folders that can be shared with various team members.

Verify Step

You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.

How to create a report on a competitor?

Now that you’ve got some data, you can create a report. Click and select your Sales application. Click the Reports menu item, and click New Report. Choose Opportunities on the left sidebar, and then select the Opportunities report type on the right. Click Continue .

Do custom fields in Unit 2 have data?

The custom fields you created in Unit 2 do not have any data in them yet. You need data in those new fields to create reports. Here’s how to update a few opportunities in your sandbox or Trailhead Playground so you can build the reports.


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