Activity Forums Salesforce® Discussions I would like a Salesforce dashboard component to show

  • PRANAV

    Member
    January 5, 2018 at 1:59 pm

    Hi Radhakrishna,

    What I understand from your query is that you want 4 different types of report charts in a single dashboard and also you want to add some custom fields of user object. So first of all you have to create a Custom Report Type between opportunity and user object.

    Then you can either create a single report using that custom report type with all your fields and filter and you can fun around with summarise and grouping functionality over different fields. And use a single report in a single dashboard with four different components/charts.

    OR

    You can create four different reports using the custom report type with your custom fields and filter and then create a dashboard with its four charts and display as per your need.

    Hope this will help you.

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