Start tracking your progress
Trailhead Home
Trailhead Home

Create a Report, a Report Chart, and a Dashboard

Track Your Progress

Now that you created your app and are tracking the resources you discover, you need to view a summary of your notes, links, and discoveries. Using point-and-click tools, you can build a simple report to track all of the websites, podcasts, blogs, events, and other resources you discover.

Make a Report

Reports in Salesforce help you keep track of important data. You can also display them as  charts to visualize your data.

For our My Trailblazer Journey app, let’s create a report that shows our overall discoveries, organized by type.

  1. Click Reports.
  2. Click New Report.
  3. In Search Report Types, enter Discoveries and select Discoveries.
  4. Click Continue.
  5. In Add column, enter Link and then select Link to add it to the report. Similarly add the Notes column.
  6. In Add group, enter Type and then select Type to create a grouping.
  7. Click Save and save the report as follows:
    • Report Name: New Discoveries Report
    • Description: Summary of my career exploration discoveries.
  8. Click Save, then Run.

Well done! You have a report that shows a summary of what you’ve discovered in the Salesforce ecosystem. Now we can add a chart to help visualize our discoveries.

Add a Chart to the Report

Sometimes a picture really helps tell a story, and that’s where report charts come into play. Add a pie chart to show your discoveries by type.

  1. From your newly created New Discoveries Report, click Add Chart to add a chart to your report.
  2. In the chart section, click Chart Properties to open the chart properties.
  3. Click Donut and complete the Chart Attributes section:
    • Chart Title: Discovery by Type
    • Value: Record Count
  4. Save the report by clicking Save in the report header (or by clicking More Actions, and then Save).

Add the Report to a Dashboard

Report charts aren’t the only way to visualize your data. Add a simple dashboard to show your data with charts.

  1. Click Dashboards.
  2. Click New Dashboard.
  3. Create the dashboard:
    • Name: My Discoveries
    • Description: My career exploration discoveries dashboard
  4. Click Create.
  5. Click Component to add a dashboard component.
  6. Click the New Discoveries Report and click Select.
  7. Click Gauge Chart to select the gauge component.
  8. Set the four segment ranges at 0, 5, 10, and 15. Click Add.

Add component screen with the four segment ranges set at 0, 5, 10 and 15

Now you have a gauge to track your research progress. Let’s add one more component.

  1. Click Component to add a dashboard component.
  2. Click the New Discoveries Report and click Select.
  3. Click Vertical Bar Chart to select the vertical bar chart component.
  4. Click Add.
  5. Drag the component so it’s next to the gauge component.
  6. Click Save and Done.

Now you can visualize your progress alongside the types of discoveries you’re making as you research opportunities in the Salesforce ecosystem.

Almost Done!

You created your custom object, custom fields, app, sample records, report, report chart, and dashboard. 

In the final step, you learn how to use your app on the go. Let’s do it!