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