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Use a Tabular Report in a Dashboard

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Use a Tabular Report in a Dashboard

You can use a tabular report as the source report for a dashboard table or chart widget if you limit the number of rows it returns.

Required Editions

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

Create and Customize Reports

AND

Report Builder
  1. Select Add | Row Limit.
  2. Set the row limit to 10, 25, or Custom. If you chose custom, enter a number between 1 and 99.
  3. Set the sort by and sort order options. If you selected Limit Rows by this Field for a column, these options are already set.
  4. Click OK.
  5. Click Dashboard Settings in the toolbar.
  6. Enter a name and value to use in dashboard tables and charts. Tables show both the name and value. Charts are grouped by name.
  7. Click OK.

You can now use this tabular report as the source report for a dashboard widget. When you create a dashboard widget to display your tabular report, you can use the dashboard widget editor to override the settings you chose in Dashboard Settings.

 
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