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Report charts versus dashboard widgets

Key Takeaway

A report chart shows one chart above one report's results. A dashboard shows data from several reports at once, because different widgets can use different source reports.

A report chart is a single chart that sits at the top of one report. A dashboard widget is one visual block on a dashboard. You need to know how they differ so you can pick the right tool when a user asks for a visual of their data.

Report chart versus dashboard widget
Report chartDashboard widget
Where it appearsJust above the report table, so a reader sees the chart and the report results in one viewOn a dashboard, side by side with other widgets
How many there areA single chart at the top of each reportMany widgets on a dashboard
What it showsA visual for one reportRich text, an image, or data from one source report

If users want a visual for one report and don't need a dashboard...

You should use a report chart.

If users want a graphical view of data from several reports at once...

You should use a dashboard, because different widgets on the same dashboard can use different source reports.

Platform App Builder Study Guide

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Identify the features and capabilities available when creating reports, report types, and dashboards

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Standard versus custom report types

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Custom report type field layout

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Report filters and filter logic

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Cross filters on related objects

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Bucket columns in the report builder

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Row-level formula columns

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Dashboard component types

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Tabular reports as dashboard sources

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Report and dashboard folder sharing

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Report and dashboard subscriptions

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Historical trending reports

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