how to display report as leaderboard salesforce

How do I create a dashboard from a report in Salesforce?

Create a DashboardClick the Dashboards tab.Click New Dashboard.Name your dashboard All Opportunities . Leave all other fields as is and click Create.Click + Component.For Report, select Opportunities by Stage. Click Select. ... For Display As, select Vertical Bar Chart and click Add.Click Save.Click Done.More items...

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

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 view reports in Salesforce?

Reports in Salesforce allow you to see a set of records displayed in a table, summary, or matrix format, similar to what you'd see in a spreadsheet. To get to reports, click Reports from the navigation menu. Select a report to run it.

Can you report on dashboards in Salesforce?

Create Dashboards Salesforce dashboards allow you to present multiple reports side-by-side using dashboard components on a single dashboard page layout. Dashboard components come in a variety of chart types, and you can customize how data is grouped, summarized, and displayed for each component.

How do I add a report to my dashboard?

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...

Can we add report to dashboard?

While on a dashboard, click the "Add Report" button. At the bottom of the resulting modal, all existing reports shared with you will be listed. You can filter this list via the controls on the right. Once you've found the right report, simply click it to add a copy to your dashboard.

Where is reports tab in Salesforce?

From the App Launcher, find and select the Sales app. Click the Reports tab, then click New Report. From the Choose Report Type menu, search for and select Opportunities, and then click Start Report. With the report builder open, click Filters to open the Filters pane.

What is difference between report and dashboard in Salesforce?

Whereas Salesforce reports are displayed in columns and rows, the dashboard is a visual display of this data. Each component on the dashboard displays data from a single report. No component will display data from multiple reports. However, you can view a Salesforce report with multiple dashboarding tools.

What are the different types of reports available in Salesforce?

Types of Salesforce Reports There are four types of reports that you can create in Salesforce: Tabular, Summary, Matrix and Joined. Each one is best suited to show different types of data, depending on what you want out of a report.

What is a matrix report in Salesforce?

Matrix reports are used when two different types of data need to be summarized alongside each other. They're used to check how one data dimension behaves against another one. Matrix reports allows users to group unrelated records by rows and columns.

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

Which type of report can be used for dashboard components in Salesforce?Dashboard Components.Joined Reports.Matrix Reports.Salesforce Report Type.Summary Reports.Tabular Reports.

What is difference between dashboard and dynamic dashboard in Salesforce?

Dynamic dashboards are used to display information tailored to a specific user, while a normal dashboard shows data only from a single user's perspective.

1. Make sure Salesforce Reports is integrated

Salesforce can be connected via Reports or through the Salesforce App. To use Salesforce Reports, you need to connect the Salesforce Reports integration.

2. Create a Summary Report in your Salesforce account

When creating a summary report be sure to group the report on the users that you want to run the leaderboard and set the duration to match the leaderboard duration.

3. Create Leaderboards using Report

When creating a leaderboard on a Salesforce Report choose “Salesforce Report” under the goal option.

Create reports or dashboards

Create a new report or dashboard by clicking New Report or New Dashboard ( 1 ). To learn more, search these topics in the online help:

Access standard reports

Several standard reports akin to templates are available on the Reports tab. They're accessible from the Folders pane. You can use these reports as-is or customize them to fit your business needs.

Organize and share items in folders

Reports and dashboards are stored and shared through report or dashboard folders. From the Folders pane, click to create a report or dashboard folder. The Folders pane lists all folders, including default ones such as, Unfiled Public Reports , My Personal Custom Reports, My Personal Dashboards, among other standard report folders.

Search and filter items

On the Reports tab, search ( 3) for reports or dashboards in all folders. You can search by Name, Description , Last Modified By, or Created By fields. To refine results, filter ( 4 ), sort, or search within a selected folder. To learn more, see "Search for Reports and Dashboards from the Reports Tab in Salesforce Classic" in the online help.

Move items between folders

Move a report or dashboard between folders by dragging from the list view to a report or dashboard folder on the Folders pane. You can drag one item at a time. You can’t move items from installed AppExchange packages or standard report folders into other folders.

Customize the list view

Resize, hide ( 5 ), reorder, sort columns, and select the number of records ( 6) to display in your list view. To learn more, search for "Get the Information You Need From the Reports Tab List View in Salesforce Classic" in the online help.

Manage reports and dashboards

Click a report or dashboard in the list view to view it. Depending on your access level, you can click under the Action column to edit or delete a report or dashboard. Select and then Export to get report data into an Excel spreadsheet or .CSV (comma-separated values) format. To learn more, search these topics in the online help:

What is an analytical snapshot in Salesforce?

Analytical snapshots capture data at scheduled points in time, which then allow you to build historical reports. This is especially useful if you need to see long term trends in your data that is just not possible with standard functionality. The normal reports in Salesforce allow you to see the data “as is” in realtime. But if for example you wanted to see how many cases are open on a single day and the trend that this creates, we will need to use Analytical Snapshots.

What is an exception report?

2. Exception Reports (Cross Filters) Exception Reports are used to show you where data does not exist and are built by using Cross Filters. Cross Filters can be found in the normal filter drop down and can be created off of any report type that has a child object related to it.

What is a custom summary formula?

Custom Summary Formulas are used exclusively on reports and can be positioned to calculate complex data from your summary levels. At first this seemed a bit daunting to me, but lets look at an example that will help put this into context.