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Salesforce Lightning Reporting and Dashboards
book

Salesforce Lightning Reporting and Dashboards

by Johan Yu
August 2017
Beginner to intermediate
402 pages
8h 32m
English
Packt Publishing
Content preview from Salesforce Lightning Reporting and Dashboards

Summary

In this chapter, we went through the types of chart available in Salesforce Lightning. Anyone able to run the report will be able to add or modify the chart on-the-fly when running the report. This includes users without the permission to create and customize the report. We also discussed report formats that support the addition of a chart.

If a chart is added to the report and the report is stored in public folders, we can embed the chart into the record page layout. We can have up to two charts in a page record. Only the system admin or a user with a customizing application permission is able to add a chart to the page layout. You have the option to set the chart to auto-refresh in 24 hours or get it refreshed manually by the user. ...

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Publisher Resources

ISBN: 9781788297387