Carry out the following steps to embed an opportunity report containing a chart onto an Account Record Page, using the Lightning App Builder:
- Navigate to an Account Record Page.
- Click on the setup gear icon in the top right-hand of the Account Record Page, as shown in the following screenshot:
- Click the Edit Page option, as shown in the following screenshot:
We will be presented with the Lightning App Builder - Account Record Page screen.
- Drag the Report Chart icon from the left-hand panel to the canvas, as shown in the following screenshot:
- In the resulting Report Chart properties page, select the Opportunity Stage report that was created in the Getting Ready... section for this recipe.
- Set the Report selection to Opportunity Stage.
- Set the Filter By selection to Account ID.
- Click on Save, as shown in the following screenshot: