You can use a tabular report as the source report for a dashboard table or chart widget if you limit the number of rows it returns.
Required Editions
| Available in: Salesforce Classic and Lightning Experience |
| Available in: Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To create, edit, and delete reports: |
Create and Customize Reports AND Report Builder |
- Select Add | Row Limit.
- Set the row limit to 10, 25, or Custom. If you chose custom, enter a number between 1 and 99.
- Set the sort by and sort order options. If you selected Limit Rows by this Field for a column, these options are already set.
- Click OK.
- Click Dashboard Settings in the toolbar.
- Enter a name and value to use in dashboard tables and charts. Tables show both the name and value. Charts are grouped by name.
- Click OK.
You can now use this tabular report as the source report for a dashboard widget. When you create a dashboard widget to display your tabular report, you can use the dashboard widget editor to override the settings you chose in Dashboard Settings.