How to Add a Chart to a Salesforce Report

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Here's a step by step guide on how to add a chart to a Salesforce report:

1. Go to the Reports tab in Salesforce.
2. If you're editing an existing report, navigate to that report.
3. Group your report data by one or more fields. This helps categorize the data for the chart. For example, group by Opportunity Owner to see the performance of the salesperson.
4. Once you have groupings, the "Add Chart" button at the top of the report should become active. Click on it.
5. Salesforce will automatically generate a chart based on your groupings.
6. The gear icon on the top right of the chart is the Chart Properties. You can modify the attributes of a chart, like the Title and X-axis.
7. Toggle the chart ON or OFF on your report using the chart icon at the top of the report.

Note:

• Reports without groupings won't allow adding charts.