Add a Report Chart to a Console Component

To add a report chart to the sidebars of a Salesforce console, edit the page layout of the records from which to display the chart.

User Permissions Needed
To add custom console components:“Customize Application”
Before you add a report chart component, make sure that the source report:
  1. Is in a folder that’s shared with users who need access.
  2. Is a summary or matrix report.
  3. Contains a chart.
  4. Don't store reports in your My Personal Custom Reports folder.
  1. Go to the page layout editor for the object you’re adding the report component to.
    • For a standard object, from Setup, click Customize | Object | Page Layouts.
    • For a custom object, from Setup, click Create | Objects, and then choose the object.
  2. Click Edit next to the layout.
  3. Click Custom Console Components.
  4. Next to the sidebar in which you want to add your component, choose how to display and organize your components. See Sidebar Styles for Console Components.
  5. Specify the size of the sidebar in the console. When the height or width of the sidebar is below 150 pixels, report charts automatically hide because they become too difficult to read.
  6. Under Type, specify Report Chart.
  7. Choose a report chart that’s been added to the page layout.
    Since page layouts are limited to two report charts, you can add up to two report charts to a sidebar. You can add up to five components to a sidebar and a maximum of eight components to a page layout. You can also hide report charts from pages where they appear as components to prevent duplicate information from showing.
  8. Under Label, type the name for your component as it should display to console users from the sidebar. If you don’t type a label for a report chart, the report chart’s name is used.
  9. Specify the size of the component in the sidebar by selecting height or width, and typing its percentage or number of pixels. If you don’t specify a height or width, the component is automatically sized to appear correctly in a console.
  10. Click Save.

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