Change or Add Report Chart and Dashboard Components to Lightning Home Page

The components on the Home page can be edited by accessing the Lightning Page Editor. To do this, select the Setup gear in the top right corner of your org, then select Edit Page. 

This will open up the Lightning Page Editor. Click into the existing components to adjust the properties. 

Edit Existing Report Charts:

• To change the report charts for "All Pipeline- Current Year" and "Potential Revenue Source - Current Year", click on each component to change the report value.
• Once the component is selected, the properties will show on the right panel.
• To adjust the report used, change the report in the Report field, and adjust the Label field to rename the component. 
• NOTE: Reports must have a chart and be saved in a public folder to be utilized on the home page. 

Add New Report Charts: 

• On the left side, locate Report Chart in the list of components. 
• Click and drag the component into a space in the page view in the center. Wait until the section turns green before releasing, as that will determine the location of the component. 
• On the right, utilize the properties to select which report will be displayed and update the Label field.
• NOTE: Reports must have a chart and be saved in a public folder to be utilized on the home page. 
• NOTE: For reports related to Knowledge, the ID field cannot be included in the report type. As a result, the "Filter By" option on the Lightning page defaults to "None" and cannot be modified.

Add Dashboard Components: 

Utilize saved dashboards on the home page. A dashboard in Salesforce is a collection of reports, represented visually. 

• On the left side, locate Dashboard in the list of components. 
• Click and drag the component into a space in the page view in the center. Wait until the section turns green before releasing, as that will determine the location of the component. 
• On the right, utilize the properties to select which dashboard will be displayed. 
• NOTE: Dashboards must be saved in a public folder to be utilized on the home page.

To remove components, hover over the component in the page view, and select the trash can icon. 

To rearrange a component, click and drag into another area on the page view, ensuring the section turns green to determine the location. There will be a darker green line at the top or bottom to note where the component will land. 

To save the Home page, select Save in the top right corner. Utilize the Activation button to ensure it is the org default across all users and profiles. Exit the editor by selecting the Back button in the top left of the page. 

Learn more about creating Reports and Dashboards that you can add to your home page.