Add a report to a dashboard

Last update: February 20, 2025

Topics:
Reports and Dashboards

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 that there is a maximum of 25 reports, calendars, or external pages that can be added to a single 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

Expand to view access requirements for the functionality in this article.

You must have the following:

Adobe Workfront plan	Any
Adobe Workfront license	New: Standard Current: Plan
Access level configurations	Edit access to Reports, Dashboards, and Calendars
Object permissions	Manage permissions to the dashboard View permissions to the report

For information, see Access requirements in Workfront documentation.

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

Go to a report that you have permissions to Manage and you want to add to a dashboard.
Click the Report Actions drop-down menu.
Click Add to Dashboard. A maximum of 10 recently modified dashboards—owned by the logged-in user—appear in order of newest to oldest.
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

Go to a report that you have permissions to Manage and you want to add to a dashboard.
Click the Report Actions drop-down.
Click Add to Dashboard, then click New Dashboard to add your report.
A dashboard builder displays.
(Optional) Select a layout and include additional reports in the new dashboard.
Click Save+Close to add the report.

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