Report Chart Notification For Free

Add the Report to a Dashboard Click Dashboards. Click New Dashboard. Create the dashboard: Name: My Discoveries. ... Click Create. Click. to add a dashboard component. Search for and click the New Discoveries Report, then click Select. Click. to select the gauge component. Set the four segment ranges at 0, 5, 10, and 15.

Once you are in the Lightning page build interface, select the ?Report Chart? Lightning component from the Standard components list on the left-hand side of the page before dragging and dropping the component where you want it on the page layout (see screenshot).

Here's how you do that. In Lightning Experience, click the Dashboards tab. Or, in Salesforce Classic, click the Reports tab. Click New Dashboard. In Lightning Experience, click + Component. Then, select a report, and display it as a donut chart. ... Add a title for your chart. Click Save.

Add a simple dashboard to show your data with charts. Click Dashboards. Click New Dashboard. Create the dashboard: Name: My Discoveries. ... Click Create. Click. to add a dashboard component. Search for and click the New Discoveries Report, then click Select. Click. ... Set the four segment ranges at 0, 5, 10, and 15.

Subscribe to Dashboards and Reports (Lightning Experience) - YouTube YouTube Start of suggested clip End of suggested clip Or open the dashboard. And click subscribe. In the edit subscription window under settings set whenMoreOr open the dashboard. And click subscribe. In the edit subscription window under settings set when you want to refresh. And email the dashboard.

To subscribe to reports, you need to have the Subscribe to Reports permission granted from Profile or Permission Set. On top of that, there are two more additional permissions related to this: Subscribe to Reports: Add Recipients.

Instead of manually running and emailing a report to your team, you can subscribe to a report. Subscribe yourself and other users, groups, or roles to receive refreshed report results by email on a schedule that you set.