---
schema_version: "1"
id: 82de77452928ab1f580cc4061da12829d1ee7d4de4f3055acbd7af35216e8e3d
title: Customizing a Report Chart in a Page Layout
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/reports_embed_chartdialogmap.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.reports_embed_chartdialogmap.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: a4015062010afd4261cee99d5659ec7ceceb42715c01ca91aca4bd650d7ca622
description: After you add a report chart to a page, you can customize it in the Chart Properties dialog box on the page layout editor.
products:
  - Cross Cloud
release: "264"
---
# Customizing a Report Chart in a Page Layout

After you add a report chart to a page, you can customize it in the Chart Properties dialog box on the page layout editor.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Salesforce Classic and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Essentials</strong>, <strong>Group</strong>, <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Enhanced Folder Sharing</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="vertical-align:top;" id="d81139e86">User Permissions Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d81139e86 ">To create, edit, and delete reports:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d81139e86 ">
            <dl>

              <dt style="font-weight:bold;padding-top:.25rem;">Enhanced Folder Sharing</dt>

              <dd style="padding-left:1.5rem;padding-bottom:.5rem;">Create and Customize Reports <p>AND</p>
                <p style="margin-bottom:0;">Report Builder</p>
              </dd>

            </dl>
          </td>

        </tr>
      </tbody>
    </table>

1. **[Hiding a Report Chart That Shows an Error](https://help.salesforce.com/s/articleView?id=analytics.reports_embed_chartdialog_hidechart.htm&release=264.0.0&type=5)**  
    A chart can sometimes, for whatever reason, show an error on the detail page instead of data. Since a chart with an error isn’t that useful, you have the option to hide it from viewers.
2. **[Filtering Report Charts to Show Data Relevant to the Page](https://help.salesforce.com/s/articleView?id=analytics.reports_embed_chartdialog_contextfilter.htm&release=264.0.0&type=5)**  
    Charts usually filter to show relevant data when the chart’s report type has a matching ID field for the record, such as Account ID for an account record. Occasionally, charts show data unfiltered. But you can set up a chart to be filterable if its report type has a lookup to the matching ID field.
3. **[Refreshing Report Chart Data](https://help.salesforce.com/s/articleView?id=analytics.reports_embed_chartdialog_datarefresh.htm&release=264.0.0&type=5)**  
    Normally, charts refresh data once every 24 hours. But you can change a chart to refresh each time someone opens the page it’s on. The refresh option is under the Chart Properties dialog box of the page layout editor. However, we recommend daily refresh over selecting the option, because users will soon reach the refresh limit or will wait for chart data to show until refresh is complete.