Add a Report Chart to a Page Layout #inSalesforce

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Edit the object’s page layout with the enhanced page layout editor, then add the chart:


Please note,

Make sure source report is in a folder that’s shared with users who need access.

Make sure that the source report has a chart.


Steps:

Go to the object page layout editor | Click Edit next to the page layout | Click Report Charts from the palette | In the Quick Find box, type the name of the report and click the quick find icon to find and select the report chart you want | Drag the chart to a new or existing section of the layout.

To customize a chart, click the wrench icon on the chart | Click Save.


Visual: https://www.youtube.com/watch?v=zr06bvDASFc


Reference: https://help.salesforce.com/s/articleView?id=sf.reports_embed_pagelayout.htm&type=5

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