Report Chart and Dashboard components on Life Sciences Lightning pages
Key Takeaway
Report Chart works on the home page and on Lightning record pages, but Dashboard works only on the home page. In the mobile app, a chart based on a joined report appears blank with no error, so use a tabular, summary, or matrix report instead.
Report Chart and Dashboard are standard Lightning components that put Salesforce report visualizations on Life Sciences Customer Engagement pages. Field users then see business data at a glance on the desktop site and in the Life Sciences Cloud mobile app. The page type decides which component you can use. What shows on mobile depends on Admin Console settings and on how the source report is built.
Choosing Report Chart or Dashboard
After you set up reports and dashboards, you add them to Lightning pages in Lightning App Builder. You use two standard components, Dashboard and Report Chart, so users can see data from the Customer Engagement home page and from record detail pages. The two components differ in where they are supported.
| Supported on | |
|---|---|
| Dashboard | Home page only |
| Report Chart | Home page and Lightning record pages |
A requirement to show report data on a record page therefore points to Report Chart, not Dashboard.
Mara is an admin. She wants a sales trend chart on each Account record page and a territory overview on the home page. She adds a Report Chart to the Account record page, because Dashboard isn't supported on record pages. On the home page she can use either a Report Chart or a Dashboard.
The standard Dashboard component and the Tableau Next Dashboard component are different components. Unlike the standard Dashboard, the Tableau Next Dashboard component can be added to a Lightning record page or a home page.
Besides placing components on pages, you can also show reports or dashboards in separate tabs within the Life Sciences Cloud mobile app.