Report chart and dashboard support in the Agentforce Life Sciences mobile app
Key Takeaway
In the Life Sciences Cloud mobile app, a report chart or dashboard component built on a joined report shows a blank tile with no error message. To fix it, rebuild the source report in tabular, summary, or matrix format.
Field reps who use the Life Sciences Cloud mobile app on iPad can see Salesforce report charts and dashboards. These appear as components on Lightning pages or in their own tabs. The app renders only some chart types and report formats. Admins use the Admin Console to control what the mobile Reports tab shows. A consultant needs to know where each component can go, which reports fail to render on mobile, and which settings change what reps see.
Where reports and dashboards appear
Reports and dashboards reach mobile users in two ways. The first way is as standard Lightning App Builder components on the Customer Engagement home page and on Lightning record pages. The second way is as separate tabs in the Life Sciences Cloud mobile app.
The two standard components differ in where you can place them.
| Component | Where it's supported |
|---|---|
| Dashboard | Home page only |
| Report Chart | Home page and Lightning record pages |
A requirement to show a visualization on a record page therefore calls for a Report Chart component, not a Dashboard component.
A brand manager wants reps to see a chart of their visits to a hospital account right on that account's record page. The account record page is a Lightning record page, so the consultant adds a Report Chart component there. A Dashboard component won't work on that page because it's supported only on the home page.
Field users can work with reports in the mobile app with or without an internet connection.