Reading a report that you would like to add to a dashboard? Go from report to dashboard
with only a few clicks!
Required Editions
| Available in: Lightning Experience |
| Available in: Essentials, Professional, Enterprise,
Performance, Unlimited, and Developer Editions
|
| User Permissions Needed |
| To add a report to a dashboard: |
Create and Customize Dashboards |
| To add a report to a dynamic dashboard: |
Manage Dynamic Dashboards |
- On the Analytics tab, Reports tab, or report run page, select .
- Choose whether to add the report to an existing dashboard or create a dashboard from the
report. If necessary, name, describe, and choose a folder for the new dashboard.
- Click Add.
- Customize the dashboard widget.
- Click Add.
- Optionally, continue customizing the dashboard.
- Click Save.
| Add to Dashboard.