Configure and Use CRC

Published on November 12, 2026 Custom Lightning Report Chart

Show a Salesforce Report as a Chart on a Page

You don't need to code. If you can build a report and edit a Lightning page, you can do this using the Custom Report Chart (LWC) component.

  1. Best for: admins who want a live report chart on record or home pages
  2. Required: only the Report Name setting; everything else is optional
  3. Chart types: bar, horizontal bar, line, pie, doughnut and 3D charts

Before You Start

  1. Build a Summary report in Salesforce.
  2. Use "Group Rows" for what you want on the chart (for example, Stage or Industry).
  3. Add a summary number (Sum of Amount, or Record Count).
  4. Tabular reports can't be charted.
  5. Save the report and note its name.
  6. Make sure the people who will see the chart can open the report's folder.

Step 1: Find the Report's API Name

  1. Open the report and click Edit (or open its details).
  2. Copy the report's Unique Name.
  3. Tip: If you can't find the Unique Name, the report's 18-character Id from the URL also works. It starts with 00O.

Step 2: Add the Chart to a Page

  1. Open the page where you want the chart. Click the gear icon, then Edit Page.
  2. In the components list on the left, find Custom Report Chart (LWC).
  3. Drag it onto the page.

Step 3: Fill in the Settings (Right-Hand Panel)

Only Report Name is required. Everything else is optional.

SettingWhat to enter
Chart TypePick one: bar, horizontal bar, line, pie, doughnut or one of the 3D charts.
LabelThe title shown on the chart. Leave blank to use the report name.
Report NameThe unique name (or Id) from Step 1.
Grouping Index0 charts your first "Group Rows" field. 1 charts the second.
Legend PositionWhere the colour key appears.
SortBiggest first, smallest first, or alphabetical.
Max GroupsShow only the top few bars. 0 shows all.
Show Data TableTick to add a small table under the chart.

Leave the other settings alone for now.

Step 4: Save

Click Save, then Activate if this is a new page. Open a record to see the chart.

Show Data for Just This Record

This is the most common need, for example "this Account's Opportunities by Stage".

  1. In your report, add a filter on the field that connects to the record (for example, Account Name). Leave it with any value.
  2. In the chart settings, leave Override First Filter blank. The chart uses the open record as the first filter.
  3. If your report has a second filter you want to fill from the record, put that field's API name in Second Filter Field Api.
  4. To filter on another field of the record (for example, the Account's Industry instead of the record itself), type that field's API name in Override First Filter with Field Api.

What You'll See

  1. A spinner while the report loads.
  2. The chart with a coloured key and values when you hover.
  3. A message if something is off. "No report found" means the report name is wrong. "No data available" means the report has no rows for this record.
  4. Buttons on the card: zoom in/out (top right), refresh, and View Report to open the full report.

If It Doesn't Work

What you seeWhat to check
"No report found"The name must be the report's unique name, not its title. Or paste the 00O… Id.
"No data available"Run the report yourself with the same filter. If it's empty, so is the chart.
Chart is empty or one bar onlyThe report needs Group Rows. For Grouping Index 1, it needs two.
Others can't see itShare the report folder with them and ask your admin to give them access to the chart's Apex class.
3D chart doesn't loadAsk your admin to check the chart library file. Try a normal bar chart meanwhile.

Quick Tips

  1. Start with a bar or pie chart. They suit most reports.
  2. Use pie or doughnut for "share of the total", and bar or line for comparisons or trends.
  3. Several summary columns in the report make a multi-colour comparison chart (bar or line only).
  4. Want a "Top 5"? Set Sort to biggest first and Max Groups to 5.

Knowledge Article Number: KA-00499

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