Creating a report page is accomplished by dragging report elements onto the report designer canvas. The report designer displays 3 panels - Data, Compose and Filters.
The Data panel displays all of the fields for the selected data sources.
The Compose panel displays various widgets that can be added to the report.
The Filters panel displays any filters that have been defined for the selected widget. We will see how to create filters in a bit.
Let's start by adding a page title. In the Static Content section, drag the Text widget on the page and resize it to the full width of the report. Adjust the vertical height per your preference. Click on the Format tab to style the content. Here we have set the Alignment and Color properties.
Let's add some KPI's to the report. Before adding another widget, click anywhere on the designer canvas to deselect the widget. In the content panel, open the KPI menu and drag the Value widget onto the canvas.
In the Data panel, select the Opportunity Amount field and drag it onto the KPI value property.
Now let's add some formatting to the KPI. With the widget selected, click the Format tab and enable the Title. Enter 'Closed won' for the title and set the Alignment property to 'Center'. Choose a color for the title.
We need to create a filter so the Closed Won KPI displays the correct value. In the Filters tab, create a new filter with the properties and values as shown. The KPI is now showing the value of all Opportunities closing this quarter. If we wanted the dashboard to show Opportunities closing this month, we could create a new query which would provide that data OR create a page filter. We will see how to create a page filter in a bit.
Now select the first KPI. We can click the copy button in the widget toolbar to make duplicates of our first widget. Let's create 3 more. Notice how the formatting properties were copied. This will save us time from having to do this individually for each KPI.
Select the 2nd KPI. Drag the Opportunity Id field onto the widget Value property. Notice that it automatically applies the count aggregation. Create a widget filter using the Opportunity Stage field and the selection filter type. Use 'Closed won' for the filter. Click the Format tab and change the title to 'Deals won'.
Now you should be comfortable creating KPI's. Click on the 3rd KPI. Change the title to 'Deals lost'. Set the value property to Opportunity Id. Create a widget selection filter using Opportunity Stage and select 'Closed lost'. Your dashboard should look like this.
The last KPI will display the potential update for the total Opportunities that may close. Select the widget and change the title to 'Update'. Once again, create a selection filter using Opportunity Stage. Select 'Negotiation/review'.
Now let's add some charts to our report. Click anywhere in a blank section of the report. Drag the column chart widget to the canvas. We will create a chart showing the top 3 reps with the largest deals.
Drag the Opportunity Amount field onto the Y-Axis property and drag the Owner Name property onto the X-Axis.
Now let's apply a rank filter. Click the Add Filter button. Select the Opportunity Amount field. Select the rank filter type and set it's value to 3.
Duplicate this widget. Let's create a pie chart which displays revenue by Account Type. Unselect the widget and then drag the pie chart onto the new widget. In the Format tab, change the title to 'Revenue by type' and in the Legend property, set the Position to 'Right'. Drag the Account Type field onto the widget Label property. Add a selection filter using Opportunity Stage and select the 'Closed won' value.
Now let's add a bar chart that displays the top 5 products sold. Drag the bar chart widget onto the page. Set the title to 'Top products'. Set the X-Axis to Product2 Name. This field was created because we set the lookup relation in the data source. Set the Y-Axis field to Opportunity Amount and create a rank filter to show the top 5 records.
Let's create a chart that displays our pipeline revenue by stage. Drag the pyramid widget onto the report. Set the Stage and Value properties as shown. Create a selection filter and use 'Negotiation/Review'. See the Value sort property to 'Acending'.
Let's add a table to our dashboard that will display a list of Opportunities. Drag the table widget onto the report. Drag whatever fields you need from the Data panel and drop onto the widget. You can set the sort order by clicking the field menu button. Add a selection filter to only show the 'Closed won' & 'Closed lost' deals.
We can see how our dashboard will look by clicking the Preview button. We could select and execute different queries to change the report data.
You can dynamically filter the dashboard by clicking on a bar, column or pie segment. The last feature we want to look at is creating and applying page filters. Add a new page filter and select the Opportunity Close Date Month. This field is an example of a dynamically created field because we selected the optional Date fields when creating the data source.
Now when we preview the dashboard, we will see the page filter. Using this filter, we can filter the dashboard to Opportunities closing this month or next. Note: alternatively, we could have created a query to accomplish this same result.
There are many more widgets we can add to our reports. Explore them to see how to configure dashboards that meet your requirements.
Notice the report settings, clone and delete buttons in the dashboard toolbar.
Back in the designer, you can add a 2nd page to your dashboard if required.
