Dashboard component source reports

Key Takeaway

Dashboards hold no data of their own: each widget pulls its data from exactly one source report.

A source report is the report that supplies the data for a dashboard widget, such as a chart, gauge, metric or table. Knowing how source reports work explains what a dashboard can show, who sees what data, how dashboard filters behave and why some dashboards are slow.

Widgets and their source reports

Reports provide all the data shown in a dashboard. Each widget has exactly one source report. Different widgets can use different source reports, so one dashboard can show data from many reports. Several widgets can also share the same source report.

In Salesforce Classic, widgets are called components.

Platform Administrator Study Guide

Checklist progressProgress

0/324Learned

Checklist progressProgress

0/324Learned

Describe the considerations when importing, updating, transferring, mass deleting, exporting, and backing up data

0/13

Describe the capabilities and implications of data validation tools

0/12

Describe the options available when creating or customizing a report or report type

0/16

Describe the impact of the sharing model on reports

0/6

Describe the options available when creating and modifying dashboards (for example: dashboard widgets, data sources, chart types/settings, subscribing, dynamic dashboard, org licensing limits, view dashboard as, schedule refresh, filters)

0/8

Dashboard widget types

Learn this concept

Dashboard component source reports

Learn this concept

Dashboard chart types and settings

Learn this concept

Dashboard filters

Learn this concept

View Dashboard As versus dynamic dashboards

Learn this concept

Dashboard org licensing limits