Salesforce Lightning Reporting and Dashboards

Hands-on exercise for adding Row Limit and the Dashboard Settings button

Let's consider a use case: creating a report that shows the top five Accounts with the most number of Employees and configuring the report as the data source for the dashboard:

1. Navigate to the Reports tab and click on the New Report button.
2. Select the Accounts Report Type and click on the plus sign under the Accounts & Contacts category.
3. Click on the Create button to continue.
4. Change Show to All accounts.
5. Change the Date Field range to All Time.
6. Remove unwanted default fields from the report and leave only Account Owner and Account Name.
7. Add the Employees field by dragging and dropping it into the report area.
8. In Filters, click on the arrow next to the Add button | ...