5.10 SF Report and Dashboard

To display data in dashboards, standard SF solutions are used. To begin with, a report is created and then a chart for the dashboard is formed based on this report.

5.10.1 To create a new report go to the Reports tab and hit the New Report.

SF report will also be generated on previously generated data in CB Cube. Let's create a report based on the CB Cube object, for this we select the Other reports category, in the Report Types list we find the CB Cubes, select it and click Start Report.

Let's create a report "Revenue by Projects 2024". Fill the Title and set the filter as shown below.

Then in the Outline subtab add all needed columns and groups.

After settings click Save & Run button, select folder to store report and save.

Make sure report is created.

5.10.2 To create dashboard go to the Dashboards tab and click New Dashboard, fill Name and hit Create.

Use the "+ Component" button to add the new chart, select the current report and click "Select".

Make setup for display chart and click Add.

Make sure new component is added. The same way add all needed reports.

To save the dashboard click Done and Save.