In Salesforce Lightning, here’s how to do it. Click on the Reports tab and find the All Reports option on the left-hand side. At the top, you’ll see a tab labeled Subscribed.
How to create dashboards in Salesforce?
- From the Dashboards tab, create a new dashboard or edit an existing one.
- Click View dashboard as drop-down button next to the View dashboard as field.
- Select Run as logged-in user.
- Optionally, select Let authorized users change running user to enable those with permission to change the running user on the dashboard view page. ...
- Click OK.
How do I create a dashboard in Salesforce?
Creating a Dashboard in Salesforce. We must have some reports ready to assist in creating a dashboard. Go to all tabs under the plus icon at the Tab bar or just a quick search for dashboards to create a new. The classic experience combines reports and dashboards in Salesforce together while we have separate tabs for both in lightning.
What do you need to know about Salesforce Lightning?
Specifically, we think that:
- You should be comfortable reading and writing JavaScript. ...
- It would be great if you know Apex. ...
- If you’re coming to Lightning components from Visualforce, be sure to add the Apply Visualforce Skills to Lightning Components trail to your task list. ...
How to create reports and dashboards in Salesforce?
Visualize Your Data with Dashboards and Charts
- Learning Objectives. Use the drag-and-drop dashboard builder. ...
- Create Dashboards. Great reports help you make decisions and take action. ...
- Drag-and-Drop Dashboard Builder. ...
- Create a Dashboard. ...
- Dashboard Filters. ...
- Dynamic Dashboards. ...
- Create Charts
- Report Charts. ...
- Embedded Charts. ...
- Resources. ...
How do I view my Salesforce dashboard subscription?
0:002:52Subscribe to Reports and Dashboards (Lightning Experience) | SalesforceYouTubeStart of suggested clipEnd of suggested clipYou can also subscribe to reports from the reports tab. Find the dashboard you want to subscribe toMoreYou can also subscribe to reports from the reports tab. Find the dashboard you want to subscribe to and click the more actions arrow. Then subscribe or open the dashboard. And then click Subscribe.
How do I subscribe to a dashboard in Salesforce lightning?
Instead of manually refreshing the dashboard, subscribe to it and have it emailed to you and other selected teammates every Monday morning at 8:00am. To set up a new dashboard subscription or change an existing subscription, do either of the following on the Dashboards page: Find the dashboard and click. | Subscribe.
How do you display dashboard in lightning component?
The collapsed version links back to the full dashboard.From Setup, enter App Builder in the Quick Find box, then select Lightning App Builder.Click New.Choose where to embed the dashboard. ... Give your app page or home tab layout a label. ... Choose a layout. ... Drag and drop the Dashboard standard component into place.More items...
Why can't a user subscribe to a dashboard in Salesforce?
ISSUE SOLVED! Go to the dashboard, click edit, click the settings gear, then change the View Dashboard As to either "Me" or "Another Person". Subscribe is NOT available if "The dashboard viewer" is chosen. You may have to refresh the browser.
How do I enable subscribe button in Salesforce dashboard?
To set up a new dashboard subscription or change an existing subscription, do either of the following on the Dashboards page:Find the dashboard and click. | Subscribe.Open the dashboard and click. | Subscribe.
How do I edit subscriptions in Salesforce?
To do this in Salesforce Classic, follow these steps.Navigate to the Reports folder and click on All Folders on the left-hand side.Then, click the pull-down menu on the right and navigate to Items I'm Subscribed To.On this page, you can view, edit, and delete your current subscriptions to reports.
Can we add dashboard in lightning component?
The short answer to this is No. There is no way as of today that you can add a lightning component in a Dashboard.
How do I create a dynamic dashboard in Salesforce lightning?
To create or edit a Salesforce Dynamic Dashboard, navigate to the Dashboards tab, click New Dashboard to create or click on an existing dashboard to edit. First, when building a new dashboard, name it, add a description if you'd like, and select the right folder for proper organization.
What is a dashboard in Salesforce lightning?
Salesforce dashboards present multiple reports side-by-side using dashboard components on a single dashboard page layout. Dashboard components come in various chart types, tables, metrics, and gauges, and you can customize how data is grouped, summarized, and displayed for each component.
How do I find all the subscribed and scheduled reports in Salesforce?
How to find all the Subscribed or Scheduled Reports in Salesforce...Go to Reports Tab.Select All Reports.Sort by Subscribed column.
How many dashboards can a user subscribe to?
5 reportsCurrently, Users can subscribe to a maximum of 5 reports or dashboards and be notified whenever set conditions are met.
How do I enable subscribe on reports in Salesforce?
To schedule emailed reports, select Schedule Future Runs from the Run Report dropdown menu.On the Report Run page, click Subscribe.On the Report Subscription page, choose whether to be notified each time conditions are met or only the first time.Specify each condition in three parts: aggregate, operator, value.More items...
How Do Salesforce Reports Work?
You can think of a report as a list of information with all the information you’ve asked Salesforce to provide. For example, this could be a list of prospects that your sales team will call, accounts in default, or open support cases that need follow-up. Salesforce looks for the criteria you select and presents users with a list of that data.
Why Should You Use Salesforce Reports?
Birds-eye view of data Reports can tell you information at a glance to quickly take action. Fast, accurate responses can give you a leg up on your competition. For example, time required to prepare for a meeting could be reduced by automatically mailing reports out to your team.
Before Subscribing to Reports, Check Your Permissions on Salesforce
You will need different permissions for report subscriptions depending on who you’re trying to add and how you intend to do it.
How to Subscribe Yourself to Salesforce Reports
Now that you know what permissions you need, you can subscribe to whichever reports you like. To do this in Salesforce Classic, follow these steps.
How to Subscribe Other Salesforce Users to a Report
Now that you know how to subscribe yourself to reports, you can subscribe others as well. Salesforce allows you to choose users, groups, and roles for report subscriptions. So, for example, you can send reports on how many hours your dev team has worked for a client to your Human Resources department, so they’re billed correctly.
How Do I Manage Report Schedules in Salesforce?
Report schedules make sure that the information in your reports is up-to-date. The Schedule Report page lets you manage the frequency and conditions for sending out scheduled reports. Here, you can schedule a new report run, change an existing schedule, view current schedule jobs, and delete scheduled runs.
How Do I Manage Report Notifications?
Notifications for reports let you know when data meets a particular set of criteria that you set. You can select what you want to be notified about and what conditions are essential to you to receive relevant notifications. You can also set up notifications for the Salesforce app, email, and on Chatter.
Dashboards Overview
Dashboards show data from source Reports as visual components, which can be charts, gauges, tables, metrics, or Visualforce pages. They help you visually understand changing business conditions, so you can make decisions based on the real-time data you have gathered with reports.
Properties
To specify who people view the dashboard as, click the gear icon to open the Properties menu.
