Create Reports and Dashboards on the Analytics Tab
Create reports and dashboards right from the Analytics tab. Rather than opening
multiple tabs, you can stay in one app and create the analytics you want.
Required Editions
Available in: Lightning Experience
Available in: Essentials, Group, Enterprise,
Professional, Unlimited, and Developer Editions.
User Permissions
Needed
To create reports and dashboards on the Analytics tab:
Enhanced Folder Sharing
Run Reports AND Create and Customize Dashboards
From the Analytics tab, click the Create button. Options to create a
report, dashboard, and folder appear within its menu. For example, from the menu, click
Dashboard, and it brings up the wizard for a new dashboard.
When you finish, use the navigation breadcrumb to return home.
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