How to Add a Chart to a Salesforce Report
Here's a step by step guide on how to add a chart to a Salesforce report:
- Go to the Reports tab in Salesforce.
- If you're editing an existing report, navigate to that report.
- Group your report data by one or more fields. This helps categorize the data for the chart. For example, group by Opportunity Owner to see the performance of the salesperson.
- Once you have groupings, the "Add Chart" button at the top of the report should become active. Click on it.
- Salesforce will automatically generate a chart based on your groupings.
- The gear icon on the top right of the chart is the Chart Properties. You can modify the attributes of a chart, like the Title and X-axis.
- Toggle the chart ON or OFF on your report using the chart icon at the top of the report.
Note:
- Reports without groupings won't allow adding charts.