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Salesforce Reporting and Dashboards by Johan Yu

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Adding an embedded report chart

Wouldn't it be nice if you could present a graphical chart of opportunities for an account in the account page layout? An embedded chart is a great out-of-the-box Salesforce feature that is used to embed a report charts in standard or custom object pages.

Instead of showing all records, an embedded report chart allows us to filter only the records related to the parent record in the page layout; for example, in the account page, only opportunities related to that account are displayed. By looking at such a chart, the user will easily understand the pipeline and all the opportunities related to the account.

The following screenshot shows an example of an embedded chart:

A few points to note related to an embedded report ...

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