Add a report to a dashboard

Last update: February 20, 2025

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 planAny
Adobe Workfront license

New:

  • Standard

Current:

  • Plan
Access level configurationsEdit 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

  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.