Add chart in the Sales Report

The most beneficial way to Add chart in Sales Report from anywhere

If you often work outside your workplace and accomplish tasks on the go, then DocHub is the document editing service you need. It’s a cloud solution that operates on any internet-connected device, and you can use it just about anywhere. The interface is user-friendly yet feature-rich, so you’ll need only a few moments to Add chart in Sales Report and make other essential adjustments.

Follow our guidelines on how to Add chart in Sales Report with DocHub:

Import your file using any method you prefer. DocHub offers you several options to select the document you want to modify. For example, you can add your Sales Report via an external link, choose an attachment from your Gmail correspondence, or select another regular upload option from your device or the cloud.
Start altering your file. Once you’ve opened the editor, use our top tool pane to make any essential modifications. Here, you can find quick tools for typing text, placing pictures, adding symbols and lines, and so on. You can leave remarks on any updates made.
Make your paperwork fillable.Transform your Sales Report into a fillable form in less than a minute. Click on Manage Fields to open our side toolbar and start dragging and dropping areas for text, paragraphs, checkboxes, and dropdowns.
Prepare your form for signing. Add Signature, Initials, and Date Fields for all parties involved. Assign each area to a particular signer and make each required so as to avoid finalizing the form without everyone’s approval. Click on the Sign key to place your own legally-binding eSignature.
Create a multi-use template. If you intend to use your fillable Sales Report in the future without wasting time on re-editing, turn it into a template. Go to Actions on the upper right and choose the option from our menu.
Download and share paperwork. Send an email to your recipients with your Sales Report attached or share it via an eSignature request or a Sharable Link. Download your documentation onto your device or export it to the cloud in its altered or initial version.

Stop wasting time searching for an excellent document editor; explore DocHub today and prepare your paperwork wherever you are!

PDF editing simplified with DocHub

Seamless PDF editing

Editing a PDF is as simple as working in a Word document. You can add text, drawings, highlights, and redact or annotate your document without affecting its quality. No rasterized text or removed fields. Use an online PDF editor to get your perfect document in minutes.

Smooth teamwork

Collaborate on documents with your team using a desktop or mobile device. Let others view, edit, comment on, and sign your documents online. You can also make your form public and share its URL anywhere.

Automatic saving

Every change you make in a document is automatically saved to the cloud and synchronized across all devices in real-time. No need to send new versions of a document or worry about losing information.

Google integrations

DocHub integrates with Google Workspace so you can import, edit, and sign your documents directly from your Gmail, Google Drive, and Dropbox. When finished, export documents to Google Drive or import your Google Address Book and share the document with your contacts.

Powerful PDF tools on your mobile device

Keep your work flowing even when you're away from your computer. DocHub works on mobile just as easily as it does on desktop. Edit, annotate, and sign documents from the convenience of your smartphone or tablet. No need to install the app.

Secure document sharing and storage

Instantly share, email, and fax documents in a secure and compliant way. Set a password, place your documents in encrypted folders, and enable recipient authentication to control who accesses your documents. When completed, keep your documents secure in the cloud.

Drive efficiency with the DocHub add-on for Google Workspace

Access documents and edit, sign, and share them straight from your favorite Google Apps.

Install now

How to Add chart in the Sales Report

4.8 out of 5

46 votes

so you can add a chart to a summary report in salesforce now as a reminder summary report is a report that has a grouping by row and this particular report is grouped by account owner gives you a total number of accounts owned by each user in my org here so bruce kennedy for example has 53 accounts to his name as far as account owner catherine brown 43 etc etc if you want to visualize this with the chart you can click add chart and it adds a chart component here at the top and you can adjust this via the chart properties gear icon you can add either horizontal or vertical bar chart you could do funnel donut and depending on what chart component you select you can have these different properties that you can set as well so ill leave that to you to adjust that to your hearts content but thats the process of adding a chart to a summary report in salesforce hope you found this video helpful be sure and subscribe like comment etc hit the bell you know the routine

Related features

Remove Payment Field into the Credit Memo

Remove Payment Field from the Credit Memo

Remove Payment Field to the Credit Memo

Remove Payment Field in the Credit Memo

Remove Phone Field into the Credit Memo

Remove Phone Field from the Credit Memo

Remove Phone Field to the Credit Memo

Remove Phone Field in the Credit Memo

See why our customers choose DocHub

Great solution for PDF docs with very little pre-knowledge required.

"Simplicity, familiarity with the menu and user-friendly. It's easy to navigate, make changes and edit whatever you may need. Because it's used alongside Google, the document is always saved, so you don't have to worry about it."

Pam Driscoll F
Teacher

A Valuable Document Signer for Small Businesses.

"I love that DocHub is incredibly affordable and customizable. It truly does everything I need it to do, without a large price tag like some of its more well known competitors. I am able to send secure documents directly to me clients emails and via in real time when they are viewing and making alterations to a document."

Jiovany A
Small-Business

I can create refillable copies for the templates that I select and then I can publish those.

"I like to work and organize my work in the appropriate way to meet and even exceed the demands that are made daily in the office, so I enjoy working with PDF files, I think they are more professional and versatile, they allow..."

Victoria G
Small-Business

be ready to get more

Edit and sign PDF for free

Get started now

Add chart in the Sales Report effortlessly