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Customizing a Report Chart in a Page Layout

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Customizing a Report Chart in a Page Layout

After you add a report chart to a page, you can customize it in the Chart Properties dialog box on the page layout editor.

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
  1. Hiding a Report Chart That Shows an Error
    A chart can sometimes, for whatever reason, show an error on the detail page instead of data. Since a chart with an error isn’t that useful, you have the option to hide it from viewers.
  2. Filtering Report Charts to Show Data Relevant to the Page
    Charts usually filter to show relevant data when the chart’s report type has a matching ID field for the record, such as Account ID for an account record. Occasionally, charts show data unfiltered. But you can set up a chart to be filterable if its report type has a lookup to the matching ID field.
  3. Refreshing Report Chart Data
    Normally, charts refresh data once every 24 hours. But you can change a chart to refresh each time someone opens the page it’s on. The refresh option is under the Chart Properties dialog box of the page layout editor. However, we recommend daily refresh over selecting the option, because users will soon reach the refresh limit or will wait for chart data to show until refresh is complete.
 
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Salesforce Help | Article