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How to create a dashboard in Salesforce Lightning?
Launch the dashboard builder from the Dashboards tab by clicking New Dashboard. Enter a name for your dashboard and click Create. Insert a component onto your dashboard by clicking + Component, or add a filter by clicking + Filter [1]. When prompted, select a report and chart type for your new component, or a field and criteria for a filter.
How are reports and dashboards used in lightning experience?
To get the data you need, you can filter, group, and do math on records. You can even display them graphically in a chart! When Sita asked Maria which products are top sellers, Maria created a report that returned a list of all opportunities with products. Then, she:
How does the sizing Lightning design system work?
Docked Composer Docked Form Footer Docked Utility Bar Drop Zone Dueling Picklist Dynamic Icons Dynamic Menu Expandable Section Expression Feeds File Selector Files Form Element Global Header Global Navigation Icons Illustration Input List Builder Lookups Map Menus Modals Notifications Page Headers Panels Path Picklist Pills
How does the Lightning Report Builder work in Windows 10?
The Lightning Report Builder display live data, so each time you go into a report you do not have to refresh, it does this automatically and can match the security settings of the viewer. Charts are generated on the spot which means its more interactive.
What are the report types in Salesforce Lightning?
Out of the box, Salesforce provides a set of predefined standard report types. Don’t see all the fields you want? You might need to create a custom report type.
How are report types defined in Salesforce dashboard?
Reports display only records that meet the criteria defined in the report type. Out of the box, Salesforce provides a set of predefined standard report types. Don’t see all the fields you want?