Chart and table reports help you make decisions and move forward.
• Dashboard is the application used for reviewing and presenting your salesforce data in a graphical layout.
• You will create a dashboard by dragging a component into the preview pane.
• Each component will demonstrate your report data in a different visual chart display.
• Once you have dragged in a component, click on the data source tab, and choose your information.
• Drag that statement onto the component in the preview pane.
• Report charts permit you to place a single chart right at the top of your report so that when you see the report, you can see the chart and the report results in one view.
• Open a report builder and click on add chart in the report builder.
• For current charts, click the edit chart.
• Pick chart type.
• Enter the appropriate settings or the chart data tab for the chart type you have chosen.
• Enter settings on the formatting tab and click ok.
• Your report should have at least one grouping before you can add a chart.