Report chart settings
Key Takeaway
You can add a chart to any summary or matrix report, and the chart type you choose decides which other chart settings you can set.
A report chart is a visual, such as a bar, pie, or funnel chart, that sits above or below a report's data so users can see the numbers at a glance. Chart settings control what report data the chart plots, how the chart looks, and how it behaves. Because a chart is built from the report's groupings and summary fields, changing the report can change or remove its chart.
Adding a chart to a report
You can add a chart to any report that's grouped by rows (a summary report) or by rows and columns (a matrix report). In Lightning Experience, you add or edit a chart from the report builder or from the report run page.
In the Chart Editor, you can change the chart type, the title, and the axes. You can also show or hide a reference line and chart values.
Report charts are available in both Salesforce Classic and Lightning Experience. They're available in these editions:
- Essentials Edition
- Group Edition
- Professional Edition
- Enterprise Edition
- Performance Edition
- Unlimited Edition
- Developer Edition
With Enhanced Folder Sharing, a user needs both the "Create and Customize Reports" permission and the "Report Builder" permission to create, edit, and delete reports.