How to Create Report With Report Chart in Salesforce

In this Salesforce tutorial, we will learn how to create a report with a report chart in Salesforce. Also, we will understand the steps of creating a report with a report chart in Salesforce Lightning and the steps of creating a report with a report chart in Salesforce Classic.

While working with Salesforce, I got a task where I needed to create a report with a report chart of Salesforce. To fulfill this requirement I use my reports tab and click on the reports and make the report with a chart of that report in Salesforce.

This report tab is present on the nav bar of both the edition Salesforce Lightning and Salesforce Classic and here we can also create the report with the report chart in both the editions in Salesforce Lightning and Salesforce Classic.

If you want to learn how to create a report with a report chart in Salesforce Lightning as well as Salesforce Classic, you have come to the right place.

The following are the topics that we will cover in this salesforce tutorial:

  • What is a report in Salesforce?
  • How to create a report with a report chart in Salesforce Lightning
  • How to create a report with a report chart in Salesforce Classic

What is a report in Salesforce

In Salesforce the report is a collection of data collected over a period of time. It is also a list of records that encounter the criteria that we are defining. The report gives the discrimination that is occurring today and also allows us to predict what could occur in the future.

In Salesforce the reports are represented in the form of rows and columns and also in the form of charts, pie charts, graphs, etc. This type of visual representation of the reports permits the users to inspect the data quickly.

Every report that is created is stored in a folder. And this type of folder can be public, hidden, and shared and it can also be set as read-only, read/write only.

The quality of a good report is it can answer the question, run faster, and can only be accessed by authorized people only.

With this, we have learned about a report in Salesforce. Now, let’s move further and see how to create a report with a report chat in Salesforce. We will explore both the salesforce experiences: Salesforce Lightning and Salesforce Classic.

Read How to Share Content with Other Users in Salesforce

How to create a report with a report chart in Salesforce Lightning

Here we are creating a report with a report chart in Salesforce Lightning. If you want to learn how to create a report with a report chart in salesforce lightning follow these steps:

1: Login into the Salesforce lightning account, the setup page is open. Go to the App Launcher, which is present at the top left corner of the Salesforce lightning page. Click on it, and enter the Sales in the search box. The Sales come at the top. Select the Sales option.

After clicking on the Sales option, the Sales page is open. Under this sales page, there is a reports object that is present at the nav bar. Click on it.

The reports page is open, under this reports page there are lots of reports present which are already created for creating the new report click on the new report button that is present at the top right corner.

How to create a report with a report chart in Salesforce
How to create a report with a report chart in Salesforce

2: After clicking the new report, the create report dialogue box is open. Enter the opportunities in the search box, the report type name opportunities is shown at the top of the list. Click on the opportunities record type.

How to create a report with a report chart in Salesforce lightning
How to create a report with a report chart in Salesforce lightning

3: After clicking on the opportunities, the new opportunities report page is open. Here on the right side, there is two option first one is the outline and the second one is the filter. Click on the outline option.

Under the outline, there is a group that is divided into two parts, group rows, and group columns. The group rows contain the owner role and the group column contains the opportunity owner, opportunity name, stage, close date, created date, and lead source.

Create a report with a report chart in Salesforce lightning
Group rows and Group columns are created

4: After grouping the rows and columns we can see that the opportunities record table is created in which we can see a total of two records are created. Now click on Save and Run option that is present near the Save option.

Salesforce create a report with a report chart in Salesforce
Click on the save and run option

5: After clicking on the save and run option, the new opportunities report is run and the total records 2 are shown with their label as owner role, opportunity owner, opportunity name, stage, close date, created date, and lead source.

Now we want to create the cart of this duplicate record set. Click on the add chart option that is present at the center at the top of the page.

Salesforce lightning create a report with a report chart
Click on the add chart option

6: After clicking on the add chart button, the chart is created under the new opportunities report page and you can see that this is the line chart that is created on the screen. And at the bottom of this line chart, the opportunities chart data is also shown.

How to create the report with a report chart in Salesforce
How to create the report with a report chart in Salesforce

7: After creating the chart, there is a setting option that is present on the right side of the chart. Click on the setting option, a dialogue box is open in which all the charts are shown like bar charts, column charts, stacked bar charts, line charts, donut charts, and funnel charts. Select one of the charts that you want to create.

After selecting one of the charts the shape of the chart visible on the screen the previous shape is disappeared automatically after creating the new chart.

How to create the report with a report chart in Salesforce lightning
How to create the report with a report chart in Salesforce lightning

In this way, we have learned how to create a report with a report chart in Salesforce Lightning. 

In conclusion, the reports are represented in the form of rows and columns and also in the form of charts, pie charts, graphs, etc. This type of visual representation of the reports permits the users to inspect the data quickly.

The report can be created with a report chart that can be implemented on a variety of records like leads, accounts, contacts, cases, activities, and other custom objects in our Salesforce org.

Let’s proceed further, and we will learn how to create a report with a report chart in Salesforce Classic.

Read How to Create Report Chart in Salesforce

How to create a report with a report chart in Salesforce Classic

Here we are creating the report with a chart in Salesforce Classic. If you want to learn how to create a report with a report chart in Salesforce Classic you must follow these steps:

Step-1: First log in to the Salesforce account, when we log in to the account the Salesforce lightning edition is open. Moving to Salesforce Classic, click on the Profile picture.

The Profile picture drop-down list is open. Under this profile picture list, there is an option to switch to Salesforce Classic. Click on it. The Salesforce classic edition is open. Go to the setup option, and click on the setup that is present near the profile picture.

After that click on the reports that are present in the nav bar. The report and dashboards page is open. Inside this report and dashboards page, there are lots of reports that are already created but we want to create a new report.

For creating click on the new report button that is present at the top of the reports and dashboard page.

How to create a report with a report chart in Salesforce Classic
How to create a report with a report chart in Salesforce Classic

Step-2: After clicking on the new report button, the Create new report page is open select the report type. Enter the report type in the search box, here we are selecting the opportunity report.

Create a report with a report chart in Salesforce Classic
Search the opportunity report type

Step-3: After selecting the report type and also see the preview of the opportunity report. After that click on the Create button which is present at the bottom of the page.

Salesforce classic create a report with a report chart
Click on the Create option

Step-4: After clicking on the create button, the opportunity information is shown. The opportunity table consists of a total of two records. The first record is of furniture expense and the second record is card item detail. Click on the save button that is present at the top left corner of the report.

How to create a report with the report chart in Salesforce Classic
How to create a report with the report chart in Salesforce Classic

Step-5: After clicking on the save button the Save report dialogue box is open. Enter the report name, here we are entering the report name as USA Price and Products and then fill the report’s unique name you can see that after clicking on the report unique name field the field is automatically filled.

After that click on the save and run report option that is present at the bottom of the save report dialogue box.

Create a report with the report chart in Salesforce Classic
Click on the Save and Run Report button

Step-6: After clicking on the save and run report button, the USA Price and Products is open and we can see the records under the preview. Here we want to create a chart of the related report. For creating the chart click on the Add Chart button that is present near the Show button.

How to create a report with report chart in Salesforce Classic
Click on add chart option

Step-7: After clicking on add chart button, the chart editor window is open. Here we can select the chart type and the chart data and the preview of the chart is shown on the screen. Here we select the column chart and the preview of the bar chart is shown with the x-axis as record count and the y-axis as Product Code.

Create a report with report chart in Salesforce Classic
Create a report with a report chart in Salesforce Classic

Step-8: Now we select the second type of chart which is the column chart. The chart data and the preview of the line chart with the x-axis as record count and the y-axis as Product Code.

Salesforce classic create a report with report chart
Select the line chart

Step-9: After selecting the column chart now we want to see the preview of the pie chart which is present at the fourth number inside the select type. Click on the pie chart. The chart data and the preview of the pie chart with the x-axis as record count and the y-axis as Product Code.

If we want this chart to be shown on the main page of the report then click on the OK button that is present at the bottom of the page else we can also select another type of chart and show the preview of the chart.

How to create a report with an report chart in Salesforce Classic
Select the pie chart

Step-10: After clicking on the OK button, the pie chart is created above the report. Here we can see the different colors shown in this pie chart that represents the Product Code of both the records that are shown under the pie chart.

We can also edit or delete the chart by simply clicking on the edit or delete button that is present at the top left corner of the chart.

create a report with an report chart in Salesforce Classic
The pie chart is created with different colors

This is how we can understand how to create a report with a report chart in Salesforce Classic.

Conclusion

In this tutorial, we have learned about creating a report with a report chart in Salesforce. We have also discussed how to create a report with a report chart in Salesforce Lightning as well as Salesforce Classic.

The reports in Salesforce are represented in the form of rows and columns and also in the form of charts, pie charts, graphs, etc. This type of visual representation of the reports permits the users to inspect the data quickly.

And in addition to this, the following are the topics that we have discussed:

  • What is a report in Salesforce?
  • How to create a report with a report chart in Salesforce Lightning
  • How to create a report with a report chart in Salesforce Classic

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