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Activity › Forums › Salesforce® Discussions › what type of report cannot be used to run a dashboard report in Salesforce and why?

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  • Nikita

    Member
    November 12, 2019 at 6:29 AM

    Hi Piyush

    The tabular reports cannot be used to run a dashboard report in salesforce. Tabular reports are the simplest and fastest way to look at data. Similar to a spreadsheet, they consist simply of an ordered set of fields in columns, with each matching record listed in a row. Tabular reports are best for creating lists of records or a list with a single grand total. They can't be used to create groups of data or charts, and can't be used in dashboards unless rows are limited. It displays just the row of records in a table-like format with the grand total. That is why Tabular reports cannot be used for generating dashboards.

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  • Yogesh

    Member
    November 12, 2019 at 9:01 AM

    Hi,

    DashBoard support Summary and Matrix report type and dash board support tabular also but tabular report if  rows are limited (maximum 10).

    Tabular Tabular reports are the simplest and fastest way to look at data. Similar to a spreadsheet, they consist simply of an ordered set of fields in columns, with each matching record listed in a row. Tabular reports are best for creating lists of records or a list with a single grand total. They can't be used to create groups of data or charts, and can't be used in dashboards unless rows are limited. Examples include contact mailing lists and activity reports.

    Summary Summary reports are similar to tabular reports, but also allow users to group rows of data, view subtotals, and create charts. They can be used as the source report for dashboard components. Use this type for a report to show subtotals based on the value of a particular field or when you want to create a hierarchical list, such as all opportunities for your team, subtotaled by Stage and Owner. Summary reports with no groupings show as tabular reports on the report run page.

    Matrix  Matrix reports are similar to summary reports but allow you to group and summarize data by both rows and columns.They can be used as the source report for dashboard components. Use this type for comparing related totals, especially if you have large amounts of data to summarize and you need to compare values in several different fields, or you want to look at data by date and by product, person, or geography. Matrix reports without at least one row and one column grouping show as summary reports on the report run page.
    Watch Video Demo Building Matrix Reports

    Joined  Joined reports let you create multiple report blocks that provide different views of your data. Each block acts like a “sub-report,” with its own fields, columns, sorting, and filtering. A joined report can even contain data from different report types.
    Watch Video Demo Introducing Joined Reports in Salesforce

  • Deepak

    Member
    November 12, 2019 at 2:16 PM

    Reports are similar to summary reports but allow you to group and summarize data by both rows and columns.They can be used as the source report for dashboard components. Use this type for comparing related totals, especially if you have large amounts of data to summarize and you need to compare values in several different fields, or you want to look at data by date and by product, person, or geography. Matrix reports without at least one row and one column grouping show as summary reports on the report run page.
    Watch Video Demo Building Matrix Reports. Reports are the simplest and fastest way to look at data. Similar to a spreadsheet, they consist simply of an ordered set of fields in columns, with each matching record listed in a row. Tabular reports are best for creating lists of records or a list with a single grand total. They can’t be used to create groups of data or charts, and can’t be used in dashboards unless rows are limited. It displays just the row of records in a table-like format with the grand total. That is why Tabular reports cannot be used for generating dashboards.

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