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Adding Report Charts to a Classic Dashboard

Users with Information Manager security rights can create new reports and modify existing reports. If the Available On Dashboard check box is selected in the Chart Options panel of the Report Options, Step 2 of 2 page, then the chart is displayed for selection by the user in the Report Charts category on the Dashboard Content page.

To add a report chart to the Dashboard Content page:

Edit an existing report, and navigate to the Chart Options panel on the Report Options, Step 2 of 2 page.
Check the Available On Classic/Interactive Dashboard check box on the Chart Options panel, and complete the other Chart Options fields. Note: The Available On Classic/Interactive Dashboard check box is not available on the Chart Options panel of Historical reports.

Select the Save button.
Select My CRM | Dashboard, and click on the Modify Dashboard button. The Dashboard Content page is displayed.
Select the Report Charts category from the Filter By drop-down list.
Click on the Add button next to the Report chart you added. Note: If the Report Chart comes from a report with multiple saved searches, then a Report chart panel is available for selection for each saved search and for the full report.
Select the Save button. The dashboard page is displayed. The report chart is displayed on the dashboard. You can click on the View Full Report In New Window icon to view more of the report. This icon is not available on "standalone" chart content panels. These can be identified in the content lists by the prefix "Chart".

Built-in animation means that you can watch charts grow as they is formed. You can also interact with charts once they are drawn – for example, highlighting slices and rotating pie charts. For more information on interacting with charts, please refer to Running a Report.

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