How to Create Charts With Salesforce Reports
- 1). Log in to your Salesforce account.
- 2). Click the "Reports" tab at the top of the screen.
- 3). Click "Create New Custom Report."
- 4). Select the object on which you want to run a report, such as Accounts or Activities, on the left side of the screen. Choose an additional category, such as Accounts with Contacts, on the right side if applicable. Click "Create."
- 5). Choose "Summary Format" or "Matrix Format" next to "Preview."
- 6). Choose a field on the left that you wish to group data by, such as date created or the amount of revenue. Drag the field into the area that says "Drop a field here."
- 7). Click the "Add Chart" button. You must group your report by at least one field for this button to activate.
- 8). Click on the picture of the chart you want to create, such as a bar chart or a pie chart.
- 9). Choose the field you want to set as the X-axis of the chart from the "X-axis" drop-down list. The X-axis of a chart goes across the bottom.
- 10
Choose the field you want to set as the Y-axis of the chart from the "Y-axis" drop-down list. The Y-axis of a chart goes along the left side of the chart. - 11
Click the "Formatting" tab to make aesthetic changes to the chart, such as changing the color of a bar chart or changing the font size of chart labels. - 12
Click "OK" to generate a chart.
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