 Hello friends, I am Sanjay Gupta. I welcome you on Sanjay Gupta Tech School. In this video, I'm going to demonstrate how you can create and manage test boards and how you can put your reports on test boards. Before starting, if you want to watch more Salesforce training videos, you can go to description of this video and you will find links of various playlists. So those playlists contain various Salesforce videos so you can follow them. Now I'm coming to the topic so I have these two reports already created so I'm going to put them on dashboard. So I'm clicking on dashboard tab. Now I'm going to create new dashboard. So whenever you are going to create new dashboard, you need to put a name description and you need to select in which folder you want to store that dashboard. So let's say name of dashboard is account dashboard. I'm not putting any description as of now. And if you choose private dashboard, then you cannot use that dashboard outside that folder because that is private folder. So instead of using private folder, you can create your own folder or you can store in any folder that is not private. So let's say I'm creating new folder account dashboard. Clicking on save. So I'm choosing this folder and in this folder this dashboard will be stored. So now new dashboard is ready so that we can put our reports. So I'm clicking on this plus sign so from here we can choose a particular report. So I'm clicking on this report, selecting it. Now here you can see this is the checkbox if your report is already having any chart. So you can click on this checkbox so your chart will be automatically selected. If you want to choose any other type of chart like these two type of bar chart, then these are stacked horizontal and vertical bar charts. This is line chart, pie chart, matrix, this is funnel chart, this is scatter chart, and this is a lightning table. So whatever you want to choose you can pick from here. Let's say you want to use this bar chart. So we can pick then x, y, x as you can say display units, decimal places, sort by, these are other options you can use accordingly. You can also choose a theme like if you want to show it in dark things you can choose that as well. So I'm choosing light theme clicking on that. So here you can see the first report as a component is placed here. Now I'm choosing same report again. So you can place a same report more than one time like here I want to show the number of reports those are available in that report on the dashboard. So I'm choosing this and again here you can see various options are available. So you can put segmentation range as well like you can put particular color accordingly. Then let's say this time I'm choosing this theme. So you can simply drag and drop in your conference so that we can place them as per the desired location. So here it is now this time I'm going to choose another report. And let's say I'm choosing this God's chart. Clicking on ads. So it is also available here. Right. So this way you can put your reports as a component and choosing this again. And this time I'm choosing lightning table. Right. So this is lightning table which is created automatically. Again, you will see various options like which field you want to or which column you want to include. If you want to apply any grouping sort by display unit. So these kind of features are available. You can choose them accordingly and click on that. So here you can see it is available. So I'm moving this downwards. Now I'm clicking on save. And here you can see this way your dashboard will look. So you can place your dashboard on homepage or anywhere like on app page wherever you want to use it. And whenever you use your dashboard just click on refresh so that the latest information will be displayed. And if you want to view your report, so you can just click on this link so your reports will be open. So I'm opening it in a new tab so you can just click on that link and your report will be open so that you can see the reports details also. So here you can see the report is open and it is showing all the details of the records. So this way I hope you understood how we can place reports in different way on dashboard. One more thing that is important. I'm clicking on edit and here you will see three options view dashboard as so if I choose me so it will be displaying records as per my sharing setting. If I choose another person so I can choose a particular user and dashboard will show the values or data as per the selected users sharing setting. And if I choose this third option, the dashboard viewer so who so ever is the logged in user accordingly data will be displayed. And if you want to give permission like you can change user dynamically while viewing the dashboard you can check this checkbox as true. Then we have other options which are very simple like column to choose accordingly. So now if I'm clicking on save done save. So, so that error was coming because in developer edition, we can create three dashboard having this option like we can choose user dynamically. So I deleted one dashboard. So now I'm clicking on done. So here you will see I'm clicking on refresh. So here you can see this change option is available. So if you click on this so you can choose another user and you can click on apply. So as per this users sharing setting the reports will be displayed. So here you can see this report is not showing anything and this report is on the data because maybe in this report you I have used the filter like I can show records related to a particular user. Like we have options like all accounts or my account so you can do changes on those reports so that you can use the data as well. So as per the filter conditions and as per the sharing setting these things will work. So you have three options like you can use a creator you can use the lockdown user or you can change the user dynamically. Right. And or you can select a particular user which you want to as per the sharing setting of that user you want to display your dashboard. So this way I hope you understood how we can place our reports on dashboard and if you want to share your dashboard with another user so you can select your dashboard. So this is our dashboard folder and it is having account dashboard so from here I can share this dashboard with other users so that we can access. So you can choose any user role role and subordinates or public group. So accordingly your dashboard will be shared and this dashboard can be used by other users. So this way I hope you understood how we can create dashboard how we can manage dashboard and how we can put reports on dashboard. So thank you for watching this video.