Salesforce Dictionary - Free Salesforce GlossarySalesforce Dictionary
Salesforce Administrator
easy

What is a List View Chart and how does it differ from a Report?

A List View Chart is a small inline chart shown next to a list view — bar, donut, or line chart of records currently filtered in that list view. It's a Lightning Experience feature.

Key differences from a regular Report:

  • No report needed — driven by the list view's filter directly.
  • Limited chart types — three basic forms.
  • No subscriptions, no scheduled refresh, no export — it's a presentation overlay, not a saved analytical artefact.
  • Single-object — can only chart fields on the list view's primary object.

Use it when sales reps want a quick "Pipeline by Stage" pie next to their open opportunities list, without leaving the list. For anything beyond a glance — sharing, trending, multi-object analysis, exporting — build a proper report and dashboard component instead.

Why this answer works

Light fluency check. Distinguishing the list view chart from a real report is what separates someone who knows the platform from someone who's only watched a webinar.

Follow-ups to expect

Related dictionary terms