Skip to main content
Baird Straughan a posé une question dans #Reports & Dashboards
I have a report on Opportunities of all records grouped by Account (left side) and by Opp Record Type (top).  I've added a donut chart that groups by sum of Amount and sliced by record type.  I want to see how those record types are showing in our Opps.  Note this is for a non-profit that has Opp record types like Donations, Memberships, Events, etc.

 

The chart displays properly in the report and I can add it to an Account layout in Classic.  All seems to work OK there.  But when I add it to the top of my Accounts layout in Lightning and filter by Account ID so I show just that Account's spread of Opp record types, it refuses to display the record types.  It simply displays the total amount for teh Account in that report, with no breakdown by record type.  Why won't this display properly?  Is there a limitation related to charts "slicing" by record type?
4 réponses
  1. 16 mars 2023, 23:40

    Haha, please let me know if you find out anything too. I've searched a lot but no luck so far. Thanks!

0/9000