You need Run Reports plus Create and Customize Dashboards, and the source reports have to exist first. The builder cannot create or edit a report for you.
- Open a new dashboard
From the Dashboards tab click New Dashboard, or from the Analytics tab choose Create, then Lightning, then Dashboard. Give it a name and a folder.
- Add the first widget
Click + Widget, choose the source report, then the visualization. Set the properties in the editor and click Add.
- Size the grid
Drag tiles to reposition them and pull a corner to resize. Pick 12 or 9 columns in Properties before the layout grows.
- Add a filter
Click + Filter, choose a field the widgets share, give it a display label, add up to 50 values, then click Add.
- Choose the running user
Open Properties with the gear icon and decide whether viewers read the data as one specified user or as themselves.
- Save and verify
Click Save, then Done. Open the dashboard as someone in the intended audience and confirm the totals match their access.
A specified user for one shared view of the numbers, or the logged-in user for per-viewer data, which requires Manage Dynamic Dashboards.
12 columns for dense tiles, 9 columns for wider ones. Switching after the fact reflows every widget already placed.
A saved report for charts, metrics and tables, or an image or rich text block for framing and commentary.
- Editing a source report changes every widget pointing at it. Drop a grouping to tidy one chart and the others lose their axis.
- A dashboard sitting in a private folder is invisible to everyone else no matter how the running user is set. Folder sharing and running user are separate controls.
- Deselect Use chart settings from report and the widget stops tracking later changes to the report chart. You maintain two chart definitions from then on.
