Salesforce - How to Add a Chart to a Salesforce Report
- George Apostolov
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Salesforce - How to Add a Chart to a Salesforce Report: step-by-step guide
Go to the Reports tab in Salesforce.
Select All Reports if you want to view all the reports.
If you're editing an existing report, navigate to that report.
Click on Add Chart button at the top of the report.
Salesforce will automatically generate a chart based on your groupings.
The gear icon on the top right of the chart is the Chart Properties.
You can modify the attributes of a chart, like the Title and X-axis.
Toggle the chart ON or OFF on your report using the chart icon at the top of the report.
Quick answer: To add a chart to a Salesforce report in Salesforce, navigate to the Reports tab and select or edit a report. Click the Add Chart button to automatically generate a chart based on your groupings, use the gear icon to modify attributes like the Title and X-axis, and toggle the chart on or off using the chart icon.
About this Salesforce tutorial
Insert and customize data visuals inside your Salesforce reports using the add chart button, property settings, and display toggle. This guide covers salesforce - How to Add a Chart to a Salesforce Report in 8 steps, starting with "Go to the Reports tab in Salesforce" and finishing with "Toggle the chart ON or OFF on your report using the chart icon at the top of the report". The interactive demo above is a click-through copy of the real Salesforce interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does salesforce - How to Add a Chart to a Salesforce Report take?
8 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Salesforce data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Salesforce. Related guides: Salesforce - How to Add a Column in Salesforce Report, Salesforce - How to Add a Cross Filter in Salesforce Report and Salesforce - How to Add a Dashboard to Homepage in Salesforce. Last reviewed 05 Oct 2026.
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