How to Add a Chart to a Salesforce Report

Quick summary

Adding a chart to a Salesforce report lets you visualize grouped data instantly using the built-in Add Chart button. You can then customize chart properties such as the title and X-axis, and toggle the chart on or off directly from the report view.

Steps

1. Go to the Reports tab in Salesforce.
2. Select All Reports to view all available reports.
3. Navigate to the existing report you want to edit.
4. Click the Add Chart button at the top of the report.
5. Salesforce will automatically generate a chart based on your report groupings.
6. Use the gear icon (top right of the chart) to open Chart Properties.
7. Modify chart attributes such as the Title and X-axis to suit your needs.
8. Toggle the chart on or off using the chart icon at the top of the report.