Add, remove, or arrange reports in a Canvas Dashboard
Once you have created a Canvas Dashboard, you can add reports to it that will display your ÃÛ¶¹ÊÓƵ Workfront data in various formats. These reports can be moved and resized on the canvas as you see fit. For information on creating a Canvas Dashboard, see Get started with Canvas Dashboards.
Access requirements
You must have the following access to perform the steps in this article:
For more detail about the information in this table, see Access requirements in Workfront documentation.
Add reports to a Canvas Dashboard
-
Click the Main Menu icon
-
In the left panel, click Canvas Dashboards, then click the name of the Canvas Dashboard to which you would like to add a report.
-
Click the + Add report button in the top-right corner of the page.
-
In the Add report window that appears, click Add below the type of report you would like to add to your Canvas Dashboard.
-
Continue setting up the report based on the type of report you selected. For detailed information about setting up each type of report, see Canvas Dashboard report types. If you close the window before completing setup, an empty report will still be added to your Canvas Dashboard. You may finish setting it up later by clicking the Configuration button in the center of the empty report.
Move or resize reports in a Canvas Dashboard
-
Click the Main Menu icon
-
In the left panel, click Canvas Dashboards, then click the name of the Canvas Dashboard that you would like to edit.
-
Click the Edit layout button in the top-right corner of the page.
-
The reports on your Canvas Dashboard are now displayed in boxes that can be edited:
To move a report, simply click and drag its box to your desired location.
OR
To resize a report, click and drag the wedge at the bottom-right corner of its box until it is your desired size.
-
Once you have finished arranging your reports, click the Done button in the top-right corner of the page to save your changes.
Remove a report from a Canvas Dashboard
-
Click the Main Menu icon
-
In the left panel, click Canvas Dashboards, then click the name of the Canvas Dashboard that contains the report you would like to remove.
-
Click the More icon
