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Add a report to a dashboard

Last update: Thu Mar 07 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User

You can add a report to a new or existing dashboard directly from a report. You can also add an existing report to a dashboard, as described in Create a dashboard.

NOTE
External lookup fields from custom forms are currently not supported in dashboards. You cannot edit the field value inline, and it may not display properly in a dashboard.

Access requirements

You must have the following:

ÃÛ¶¹ÊÓƵ Workfront plan*
Any
ÃÛ¶¹ÊÓƵ Workfront license*
Plan
Access level configurations*

Edit access to Reports, Dashboards, and Calendars

Note: If you still don't have access, ask your Workfront administrator if they set additional restrictions in your access level. For information on how a Workfront administrator can change your access level, see Create or modify custom access levels.

Object permissions

Manage permissions to the dashboard

View permissions to the report

For information on requesting additional access, see Request access to objects.

*To find out what plan, license type, or access you have, contact your Workfront administrator.

Prerequisites

You must create a report before you can add it to a dashboard.

For information on creating a report, see Create a report.

Add a report to an existing dashboard

  1. Go to a report that you have permissions to Manage and you want to add to a dashboard.

  2. Click the Report Actions drop-down menu.

  3. Click Add to Dashboard. A maximum of 10 recently modified dashboards—owned by the logged-in user—appear in order of newest to oldest.

  4. Select the dashboard that you want to add your report to.

    After you select the dashboard, you can add the report as if you are editing that dashboard.

Add a report to a new dashboard

  1. Go to a report that you have permissions to Manage and you want to add to a dashboard.

  2. Click the Report Actions drop-down.

  3. Click Add to Dashboard, then click New Dashboard to add your report.
    A dashboard builder displays.

  4. (Optional) Select a layout and include additional reports in the new dashboard.

  5. Click Save+Close to add the report.

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