Report Charts are charts rendered inside the report itself — bar, column, line, donut, funnel, scatter, and more — driven by the report’s own groupings and metrics. Different from dashboards (which are collections of charts), report charts give you a chart attached to one underlying report.
Chart types available
| Chart | Best for |
|---|---|
| Vertical Bar / Column | Compare categories |
| Horizontal Bar | Long category labels |
| Stacked Bar / Column | Composition within categories |
| Line | Trend over time |
| Donut | Composition (percentages of a whole) |
| Funnel | Sales stages, conversion stages |
| Scatter | Two-variable relationship |
| Lightning Table | Top N rows with data bars |
| Combo | Bar + line on the same axes |
Where they appear
- Inside the report — at the top, when you build a chart on the report itself
- On Lightning record pages — drop a Report Chart component onto a record page, pointing at any report whose result is record-scoped
- On dashboards — but dashboards use their own component layer, not the report’s embedded chart
Building a chart on a report
- Open the report in the Lightning Report Builder
- Make sure the format is Summary, Matrix, or Tabular with Row Limit
- Click Add Chart → pick chart type
- Choose X-axis (a grouping field), Y-axis (a summary metric)
- Configure colours, legends, axis labels
- Save
The chart re-renders every time the report runs.
Report charts on record pages
Salesforce ships a Report Chart Lightning component:
- Lightning App Builder → drag Report Chart to a record page
- Configure the report it points to
- Optionally filter the chart by the current record’s Id (e.g. only Cases for this Account)
- Save the page
This is how you get “Open Opps for this Account” charts on the Account record without building a custom dashboard per record.
Chart vs Dashboard
| Report Chart | Dashboard | |
|---|---|---|
| Source | One report | Many reports (one per component) |
| Scope | Tied to the parent report | Stand-alone page |
| Embedded | On the report, optionally on record pages | On Home, App pages, Console |
| Filters | Inherit the report’s filters | Has its own filter pane |
| Use case | One quick visual for one report | KPI summary across many reports |
Limits
- One chart per report (Lightning Report Builder shows you the chart options panel)
- Up to 4 groupings supported in the chart (depending on chart type)
- Up to 250 data points visualised per chart
Common follow-ups
- Multiple charts per report? — No, one chart per report. For multiple visuals, use a dashboard or multiple reports.
- Can I conditionally colour bars? — In Lightning, yes — via Conditional Highlighting on the data, and chart colour palettes.
- Why don’t I see the chart options? — The report is Tabular without a Row Limit, or has no groupings at all.
Verified against: Salesforce Help — Add a Chart to a Report. Last reviewed 2026-05-17 for Spring ‘26.