I'd like to create a table on a dashboard that displays the top 10 Financial Accounts, (custom object) that have a status of 'Submitted - Pending' in the first column and a custom date field called 'Date Submitted' in the second column. The top 10 Financial Accounts shown should show the 10 Accounts submitted longest ago.
Any idea how I can go about creating the report needed to create this dashboard element? Thanks!
Attribution to: jackerman09
Possible Suggestion/Solution #1
Just make a report with Financial Account Name & Date Submitted, sort it by date descending (apply status filter as you see fit).
There's no such inline chart option on the report (wouldn't make sense because well, the table is right there)... but you can select "Table" component type in the dashboard editor. Use
- Sort rows by
- Maximum values displayed
Attribution to: eyescream
This content is remixed from stackoverflow or stackexchange. Please visit https://salesforce.stackexchange.com/questions/3720