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Salesforce Lightning Reporting and Dashboards by Johan Yu

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Hands-on exercise for adding a chart to a report

In this exercise, we will create an Opportunity report group by Opportunity Stage in the Summary format. Let's walk through the steps:

  1. Navigate to the Reports tab and click on the New Report button.
  2. Select the Opportunities report type and click on the plus sign under the Opportunities category.
  3. Click on the Create button to continue.
  4. Change Show to All opportunities.
  5. Change the Date Field Range to Previous FY.
  1. Click on the Remove All Columns link to clear all default fields added to a report and then click on the OK button to confirm.
  2. Change the report format to Summary.
  3. Drag these fields into the report: Opportunity Name, Amount, and Expected Revenue. To find the field name quickly, type ...

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