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Add a Report Chart to a Page Layout

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Add a Report Chart to a Page Layout

To embed a report chart on object pages, edit the object’s page layout with the enhanced page layout editor, then add the chart.

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

Before you add a chart, check that:

  • Its source report is in a folder that’s shared with users who need access. Reports in personal report folders are unavailable to add to a page.
  • The source report format is summary or matrix.
  • The source report has a chart.
  1. Go to the page layout editor for the object that you’re adding a chart to.
  2. Click Edit next to the page layout.
  3. Click Report Charts.
    Adding a report chart using the page layout editor
  4. In the Quick Find box, type the name of the report and click the quick find icon to find and select the report chart.
    You can browse up to 200 recently viewed reports by chart type in the Report Charts palette.
  5. Drag the chart to a new or existing section of the layout.
  6. To customize a chart, click the wrench icon on the chart.
  7. Click Save.
    The Preview As option is unavailable for report charts.

See Also

 
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Salesforce Help | Article