Build a custom report in Salesforce Lightning for displaying data in Geckoboard. In this walkthrough, we'll be using the report criteria of Closed Won opportunities in the Last FY grouped by Opportunity Owner.

Geckoboard currently doesn't support the use of row level formulas, field to field filters or recognise any fields introduced on reports with unique counts.

  1. Click the Reports tab on the navigation bar.

    Salesforce Lightning main menu
  2. Click New Report.

  3. In the Choose Report Type list, type Opportunities in the search field, and then select Opportunities from the list that appears.

  4. Click Continue.

  5. To begin selecting the scope of the report using the standard filters, click the Filters pane.

  6. Click Opportunity Status to bring up the edit filter window.

  7. From the drop-down menu, select Closed Won, then click Apply.

  8. Click Close date to bring up the edit filter window.

  9. From the Range drop-down menu, select Current FY, then click Apply. You might find the previewed report contains columns you don’t need for this report. If so, you can remove and rearrange the ones you do need to make better sense of the data.

    Salesforce Lightning filters pane
  10. Click the Outline pane to show columns/fields.

  11. Click the close X next to the following fields: Type, Lead source, Next step, Fiscal period, #Age, Created data, Owner role.

  12. Click the arrow next to Fields to Show all Fields.

  13. Search for the Stage Duration field and drag it into the Outline panel and drop it right below the Stage column.

  14. To select the grouping, click the down arrow by the Opportunity Owner column heading and select Group Rows by this Field.

    Salesforce Lightning group columns

    You’ll need at least one grouped field (column) within your Salesforce report. Otherwise, you’ll receive an error such as Cannot read property 'xAxis' of undefined or similar, depending on your browser. Find more details in our Salesforce troubleshooting article.

    Summary reports can have up to three groupings while Matrix reports can have four (two row and two column groupings). For Matrix reports, you can't use the same field for both row and column groupings. Grouping your report data will also automatically provide you with the record count metric (number of items) for each group.

    Tip

    If you group your report by a date field, you can click the group menu, select Group Dates By, and specify the grouping time frame: day, week, month, quarter, year, etc.

    group_dates_by
  15. To add a summary field, click the down arrow next to the Amount column heading and select Summarize, followed by Sum. Any numeric property can be added as a summary field.

    Salesforce Lightning summarize sum
  16. Click Save & Run, then complete the Save Report details by entering a Report Name, Report Unique Name and Report Description. You'll need to run reports each time you create a new report or make changes to an existing one.

    Salesforce Lightning save report
  17. Select a Folder to save your report in. This must be a folder that your Salesforce user account has access to (i.e. the one connected to Geckoboard), or under public folders. Geckoboard cannot read private reports that your Salesforce user doesn't have access to.

  18. Click Save. The report format will automatically change to Summary since you selected the groupings.

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