How Do I Change The Dashboard In Salesforce Classic?

How do I edit a report in Salesforce?

From Setup, enter Report Types in the Quick Find box, then select Report Types to display the All Custom Report Types page.

Select the custom report type you want to edit and click Edit Layout on the Fields Available for Reports section..

What type of report Cannot be used to run a dashboard report?

Tabular reports are best for creating lists of records or a list with a single grand total. They can’t be used to create groups of data or charts, and can’t be used in dashboards unless rows are limited. Examples include contact mailing lists and activity reports.

What are the dashboard components in Salesforce?

Dashboard components can be charts, tables, gauges, metrics, or other components that you can create with VisualForce. You can show data in reports and dashboards in the form of bars, columns, lines, shapes, or other elements.

What is a dynamic dashboard in Salesforce?

Definition of Dynamic Dashboards A Dynamic Dashboard enables multiple users to access a dashboard that was previously accessed only by a single static user. This means that the dynamic dashboard can be used by a specific user alongside a logged-in user, and display data specific to both users accordingly.

How do I download dashboard?

Downloading a dashboard and all of its Klips to your computerIn the left navigation bar, select the dashboard you want to download.From the dashboard’s 3-dot menu, select Download as and then select either PDF or Image.If you selected PDF, configure the PDF Settings, noting the following:If you selected Image, configure the Image Download Settings, noting the following:More items…•

How do I change the dashboard in Salesforce?

Select a Default Home Page Dashboard within Salesforce ClassicClick Customize Page in the “Dashboard” section of the Home tab.Select a dashboard to be the Home Page default.Click Save.

How do I change the owner of a Salesforce dashboard?

Choose a Running User in Salesforce ClassicEdit a dashboard.Click the. … Choose a running user setting. … Optionally, select Let authorized users change running user to enable those with permission to change the running user on the dashboard view page. … Click OK.In the View dashboard as field, enter a running user.Save your dashboard.

What kind of report can be used in a Salesforce dashboard?

There are four types of reports you can create in Salesforce, Tabular, Summary,Matrix and Joined Reports. Each are best suited for showing different types of data depending on what you want out of a report. Tabular – The images that I have shown you in this post have all been from a tabular report.

How many types of dashboards are there in Salesforce?

four typesThere are four types of dashboard components in Salesforce.

How do I create a dashboard in Salesforce Classic?

Create a DashboardClick the Dashboards tab.Click New Dashboard… button.Name the dashboard as Construction and click on Create.Click the +Component button on the top of the page and select the Supplies report.Select the Vertical Bar Chart component and click Add.Click the Save button and then Done.

Can you export a dashboard in Salesforce?

Although it isn’t possible to export a single chart or entire dashboard using the “Export” or “Printable View” buttons, there are a number of workarounds outlined below. Save the static image of the component which you can use to view or print from your computer.

Why can’t I edit a dashboard in Salesforce?

Latest finding, it is caused by View My Team’s Dashboards permission is not enable for the user. To investigate why a user not able to edit a dashboard in organizations using enhanced folder sharing. Users can edit some dashboard details and save the changes as the current running user of the dashboard.

How do I print a dashboard in Salesforce?

Create PDF Files and Print Your DashboardsClick. to open the menu, and select Print Preview. A snapshot of your dashboard opens.Click Print to open your browser’s print dialog, where you can send the image to your printer or save it as a PDF file. To include background color or images, click More settings and select Background graphics.

What is reports and dashboards in Salesforce?

A report is a list of records that meet the criteria you define. It’s displayed in Salesforce in rows and columns, and can be filtered, grouped, or displayed in a graphical chart. Every report is stored in a folder. Folders can be public, hidden, or shared, and can be set to read-only or read/write.

How do I change the report format in Salesforce lightning?

Matrix ReportsOn the Reports tab, click New Report, choose the Opportunities report type, and click Create.Apply the following filters: … Click Tabular Format and change the report format to Matrix.Group the report by Type by dragging that field into the column grouping drop zone.More items…

How do I change the dashboard settings in a Salesforce report?

How do I access Dashboard Settings?Click Add | Row Limit.Set the Row Limit to 10 , 25 , or Custom . If you choose custom enter a number between one and 99.Set the Sort By and sort order options. … Click OK.Click Dashboard Settings in the toolbar.Choose a Name and Value to use in dashboard tables and charts. … Click OK.

What are the components of dashboard?

One dashboard can contain up to 20 components. Each component can be present in the form of a chart, table, or matrix….ComponentsHorizontal bar chart.Vertical bar chart.Line chart.Pie chart.Donut chart.Funnel chart.Scatter chart.

How do I share a dashboard in Salesforce?

To share a folder with up to 500 users, groups, roles, or territories, use the folder sharing REST API.On the Reports or Dashboards page, find the report or dashboard you want to share and select the Share row level action. ( … From the Share With dropdown, select who you want to share with.More items…