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Analyze Your Data
Add a Chart to a Report

Add a Chart to a Report

Add a chart to give users a visual way to understand the data in your report.

Required Editions

Available in: Salesforce Classic and Lightning Experience
Available in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions
Available in: Enhanced Folder Sharing
User Permissions Needed
To create, edit, and delete reports:
Enhanced Folder Sharing
Create and Customize Reports

AND

Report Builder

Note
Note You can add a chart to any report that’s grouped by rows (summary report) or rows and columns (matrix report).

In Lightning Experience, add or edit a chart from the report builder or the report run page.

  1. To show or hide the chart, click the chart icon.
  2. To edit the chart, click the gear icon.

    From the chart editor, change the chart type, give the chart a title, change axes, show or hide a reference line, and show or hide chart values.

 
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