Quick summary
Adding a chart to a Salesforce report lets you visualize data instantly without leaving the platform. Use the built-in Add Chart button to generate a chart automatically from your existing report data.
Steps
- In the search bar at the top of Salesforce, type 'Report' to find the Reports section.
- Select a report from the results list to open it.
- In the upper-right area of the report, click the 'Add Chart' button.
- A chart will be automatically created based on your report data.
