Duplicate a report in a Canvas Dashboard

IMPORTANT
The Canvas Dashboards feature is currently only available for users participating in the beta stage. Parts of the feature may not be complete or work as intended during this stage. Please submit any feedback regarding your experience by following the instructions in the Provide feedback section in the Canvas Dashboards beta overview article.

If you have feedback regarding a possible bug or technical issue, please submit a ticket to Workfront Support. For more information, see Contact Customer Support.

Please note that this beta is not available on the following cloud providers:
  • Bring Your Own Key for Amazon Web Services
  • Azure
  • Google Cloud Platform

You can duplicate a KPI, table, or chart report in a Canvas Dashboard after it’s been created. Once duplicated, you can edit the report as needed before saving.

Access Requirements

Expand to view access requirements for the functionality in this article.
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Adobe Workfront package Any
Adobe Workfront license

Standard

Plan

Access level configurations Edit access to Reports, Dashboards, and Calendars
Object permissions Manage permissions for the dashboard

For more detail about the information in this table, see Access requirements in Workfront documentation.

Prerequisites

You must add a report to a dashboard before it can be duplicated.

For more information, see Create a Canvas dashboard.

Duplicate a report

  1. Click the Main Menu icon Main Menu in the upper-right corner of Adobe Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Dashboards.

  2. In the left panel, click Canvas Dashboards.

  3. On the Canvas Dashboards page, click the More More button icon in the upper-right corner of the report you want to duplicate, then select Duplicate.

    Duplicate button

  4. (Optional) In the Configure box that appears, enter a new report Name in the Details tab.

  5. (Optional) Make any needed adjustments to the configurations using the tabs on the left side.

    note note
    NOTE
    These tabs will vary depending on if you duplicated a KPI, table, or chart report. For more, see Build a KPI report in a Canvas Dashboard, Build a chart report in a Canvas Dashboard, and Build a table report in a Canvas Dashboard.
  6. Click Save. The duplicated report appears on the dashboard.

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