April 27, 2021

How to show the Report Chart on the record detail page and filter the report using currently viewing record in Salesforce?

In the below example, I have used standard objects Account and Opportunity.
Parent Object - Account
Child Object - Opportunity
 
Report Grouped by Account Name:
 

Summarized by Amount Field:
 

Save the Report in Public Reports Folder:
 

After saving the report, use Add Chart button to add the Chart:
 

Create a section in the page layout
 

Select Report Charts and add the report chart
 

Adjust the report using the properties:
 

Output:
 
 

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