View Payment Charts from the Payments Home Page

You can customize the Home landing page to display charts that show a snapshot of your payments activity. You can access the entire report directly from the chart.

Required Editions

View supported editions.
User Permissions Needed
To configure features in the Payments app: Customize application
  1. On the Payments app Home page, from Setup, select Edit Page to open the App Builder.
  2. From the Pages dropdown menu, select Payments Home Default page.
  3. To change an existing chart, select it, and in the Report Chart properties, click the Report field and choose a new report from the dropdown list.
  4. To add a chart, drag the Report Chart component onto the page and modify the properties.
  5. Save your changes, and exit the App Builder.