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.
Keep the related term in your library so you can find this topic again.