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Reports and Dashboards Administration
Use reports and dashboards to deliver information to your Life Sciences Cloud mobile app users in the ways that work best for them.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package. |
Manage Reports and Dashboards Settings
Define settings for the reports and dashboards shown to users on the Life Sciences Cloud mobile app.
Required Editions
| User Permissions Needed | |
|---|---|
| To manage reports and dashboards settings: | Life Sciences Commercial Admin permission set AND Customize Application |
- From the App Launcher, find and select Life Sciences Commercial, and then select Admin Console.
- Select Reports and Dashboards, and then select Reports and Dashboards Settings.
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Select the mobile report settings based on your business needs.
- Show Sales Data Chart
- Show reports
- Select the refresh frequency.
- Save the settings.
Limitations for Charts and Dashboards in the Life Sciences Cloud Mobile App
Learn about the limitations for report charts and dashboards in the Life Sciences Cloud mobile app. Not all chart types render correctly or are supported.
After you set up reports and dashboards, you can add them to Lightning page components to help users visualize data from the Customer Engagement home page and record detail pages. In Lightning App Builder, you can add these standard components to Lightning pages.
- Dashboard: Supported on the home page
- Report Chart: Supported on the home page and Lightning record pages
You can also show reports or dashboards in separate tabs within the Life Sciences Cloud mobile app.
Limitations for Bar and Column Charts
Standard bar charts and column charts are replaced with stacked charts in the Life Sciences Cloud mobile app.
Unsupported Chart Types
These chart types aren’t supported in the Life Sciences Cloud mobile app
- Funnel charts
- Scatter charts
