Creating a Dashboard

Now that we’ve successfully created a report, let’s have a go at creating a dashboard.

Select the Dashboards tab, then click New Dashboard. If you don’t see the Dashboards tab, open it using the App Manager.

After clicking New Dashboard you’ll be prompted to enter the name of your dashboard. Let’s name it Accounts Dashboard, leave the Description field empty for now, and then click Create.

Now that our dashboard has been created, let’s insert a component. Click on + Component.

After clicking + Component choose the New Accounts Report you created previously, and then click Select.

From Add Component, select the Lightning Table under Display As, then confirm your component by clicking Add.

Take a few minutes to explore some of the options, for example, as well as inserting report data, you can insert graphs and charts as well.

Once your component has been inserted, your dashboard is ready to be saved. Click Save and then Done.

You’ve just added a report list to your dashboard.