Add a report to a dashboard
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.
Access requirements
You must have the following:
*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
-
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.