---
schema_version: "1"
id: c4b1e0d669c14da2e195f1da433d14e69ffe1314a413b54ccb910c46c8379800
title: Add Lightning Reports to Your Dashboards with Direct Report Queries
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_dashboard_components_oa_direct.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_dashboard_components_oa_direct.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 7a100a0309729a16639f6a3b0fcca307fba3c3d5e920915108e2fc2b69c1bdfc
description: Unify your analytics by incorporating tabular, summary, aggregate, and matrix reports in your CRM Analytics dashboards for a single and consistent experience.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Add Lightning Reports to Your Dashboards with Direct Report Queries

Unify your analytics by incorporating tabular, summary, aggregate, and matrix reports in your CRM Analytics dashboards for a single and consistent experience.

By adding Lightning reports to your dashboards, you can apply CRM Analytics functionalities to visualize report insights in different ways. You can learn more about [Lightning reports](https://help.salesforce.com/s/articleView?id=analytics.rd_reports_overview.htm&type=5&language=en_US) in Salesforce Help.

Add Lightning reports to a CRM Analytics dashboard

1. With a dashboard open in edit mode, click **Create Query**.
2. Click the **Report** tab to see available reports.
3. Choose a report.
    
    ![Adding a Lightning report to a dashboard](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_dashboard_components_oa_direct.png)
4. Add a widget to your dashboard, such as a table widget.
5. Drag the Lightning report query you created onto the widget in the dashboard.
    
    ![Adding a report query to a widget](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_dashboard_components_oa_direct_2.png)
6. Select the widget and then click the Query tab to control how report data is displayed in the widget.
7. Choose a view option in the View As dropdown.

- Aggregate—Hides details; individual records don’t display in the report.
- Grouping—summary formulas, and record counts remain visible (tabular format).
- Summary—Shows data in a combined chart and table format. Reports must be grouped by rows (summary report).

When you create a CRM Analytics query from a report, the query is created based on the currently saved version of the report. To edit groupings and fields in a report that’s used in a CRM Analytics dashboard, modify the report using report builder, save the report, and then refresh the dashboard in CRM Analytics.