how to add report to user homepage salesforce

How do I set up reports in the sales app?

To set things up, Maria creates a report that includes a chart and also creates a dashboard. Later she embeds the dashboard in the Home page and the report chart in the Accounts Detail page. From the App Launcher, find and select the Sales app. Click the Reports tab, then click New Report.

How do I create a support page in Salesforce Lightning app?

From Setup, enter Lightning App in the Quick Find box and select Lightning App Builder. Click New. Select Home Page, then Next. Assign the label Support Home Page, then click Next. Click the Standard Home Page template. Click Finish. Display the five most recent cases.

How do I create an opportunity report in Salesforce?

Click the Reports tab, then click New Report. From the Choose Report Type menu, search for and select Opportunities, and then click Continue. With the report builder open, click Filters to open the Filters pane. Click the Close Date filter, set the range to All Time, and click Apply.

Who can assist with more structural elements of Salesforce reporting?

Within some organizations, there is a group of non-System Administrators who are trusted to assist with more structural elements of Salesforce reporting. In addition to the permissions listed above, we might also consider granting the following to users who assist in these areas.

Can you add reports to Salesforce homepage?

Currenty it is not possible to add report as a component, to the homepage, only dashboard snapshots can be added.

How do I add a report to my home page?

Add existing reports to a homepageNavigate to a homepage.Click Add content.Select Reports in the left column.Select the table the report is based on in the middle column.Select the report in the right column.Click Add here where you want to place the report on the homepage.More items...•

How do I add a report to my dashboard in Salesforce?

From either the Reports tab or while reading a report, click. ... Choose whether you want to add the report to an existing dashboard (Add to existing dashboard), or create a dashboard from the report (Add to new dashboard). ... Click Add.Customize the dashboard component.Click Add.More items...

How do I provide a report to a user in Salesforce?

On the Reports tab, hover over a report folder in the left pane, click. , and then select Share.Select Internal Users.Find the user you want, click Share, and choose an access level.Click Done, review your changes, and click Close.

How do I add a report to a dashboard in Salesforce Classic?

On the dashboard where you want to add a component, click Edit. ... Drag the component type you want from the Components tab onto your dashboard. ... Drag a report from the Data Sources tab onto the component you just dropped on the dashboard. ... Click.More items...

How do you Create a dashboard page?

In Dashboard Designer, click the Create tab, and then click Web Page. The Create a Web Page Report wizard opens. In the Name box, type a name for your report. To specify where you want to store your report in PerformancePoint Monitoring Server, click Select Display Folder and then select or create a folder.

How do I add a report to a directory in Salesforce?

Create a Folder for Article ReportsIn the Report Folder section of the Reports tab, click Create New Folder.Enter Article Reports in the Folder Label field.Optionally, modify the Group Unique Name .Choose a Public Folder Access option. ... Choose a folder visibility option.Click Save.

How do I view dashboard reports in Salesforce?

Get started with building a dashboard by dragging a component [1] into the preview pane [3]. Each component will show your report data in a different visual chart display. Once you've dragged in a component, click on the Data Sources tab [2] and select your report.

How do I create a custom dashboard in Salesforce?

0:234:58How to Build a Dashboard in Lightning Experience | SalesforceYouTubeStart of suggested clipEnd of suggested clipGet started from the dashboards tab. Click new dashboard name and describe the dashboard. And saveMoreGet started from the dashboards tab. Click new dashboard name and describe the dashboard. And save it to a folder for organizing and sharing.

Why can't a user see a report in Salesforce?

Make sure you have "Read" access to all the Objects the Report references. If any of the Objects are part of a Managed Package that requires licenses, check that you have an assigned license. If it is an Administrative Report, verify the "View Setup and Configuration" permission is on your Profile.

How do you provide user access to reports?

Grant Users Access to Reports and DashboardsClick. ... In the Quick Find box, enter Profiles , then select Profiles.Click the Program Management Standard User profile.In the System section, click System Permissions.Click Edit.Select View Dashboards in Public Folders and View Reports in Public Folders.Click Save.

How do I share a report and dashboard in Salesforce?

Navigate to the Dashboards tab.Select All Folders listed on the left-hand side. ... Click the carrot on the far right of the row with your Dashboard Folder name.Select Share from the dropdown.In the new popup window, Share with Public Groups or Users, View Access.Click Share, and then Done.

Build a Winning Salesforce Homepage

To make a homepage that exceeds expectations, go ahead and plan for equal parts discovery, design, and feedback. They’re all steps in a human-centered design process. Read more in the Foundations of Design Thinking for Salesforce Admins blog post.

Pro tip 1: Ask users open-ended questions about the existing homepage

Make sure you’re asking all your who, what, why, when, and how questions. For specific prompts, see the image below. Once you have your questions, go back through and add or edit them to ensure they’re open-ended. When users feel free to share their full experience, you might be surprised by the helpful details they offer.

Pro tip 2: Wait five seconds after each response during interviews

This gives the user time to fully collect their thoughts and process what they’re seeing. It might feel awkward at first, but you’ll be amazed at how many additional insights you’ll gain.

Pro tip 3: Group homepage learnings into themes and tie each to action items

After interviews are complete, review a summary of your notes with your users. Themes fall into many categories but here are some good places to start:

Pro tip 4: Sketch out a homepage

Think about the use case above prompting a win/loss graph on the Salesforce homepage. A low-fidelity prototype for that could be a hand drawing.

Pro tip 5: Ask users open-ended questions about the new homepage

A good place to start is by asking, “How might you use this?” You can build on that by asking for red flags or moments of hesitation. For example: “What difference do you notice from your current experience?” “Do you have any concerns with the redesigned experience?” “Is there anything missing that would increase value?”

Pro tip 6: Stay open to hanging in there if constructive criticism arises

The goal is to better the design and make it the best experience possible. Sure, some added features may not be feasible. Some audiences might have different or competing needs compared to others.

Is the System Administrator Profile always up to date?

As the System Administrator Profile is always kept up to date with Report and Dashboard permissions there isn’t anything more to do but monitor release notes to understand what is available.

Do managers consume more information in dashboards?

Managers often consume more information in Reports and Dashboards than users, but it’s still best to give them the ability to create so that we can drive adoption vertically in the company. For example, we might want to give managers the ability to update Report and Dashboard Subscriptions for other users.

Introduction

The Sales VP at Ursa Major Solar wants his team to stay on top of the daily sales pipeline and keep tabs on all of Ursa’s major industry segments.

Create a Report

To set things up, Maria creates a report that includes a chart and also creates a dashboard. Later she embeds the dashboard in the Home page and the report chart in the Accounts Detail page.

Create a Dashboard

Maria can now create a dashboard to reveal data that she wants to highlight on the Home page.

Verify Step

You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.