Understanding How Reports Are Organized on Dashboards

Accessing Dashboard Information in a Report List

You can see whether a report is added to a dashboard in Workfront. This might be useful when deciding which reports you can keep and which can be deleted from the system. If reports are on dashboards, users might still be relying on them. We recommend not deleting reports that are listed on dashboards that users are using.
For more information about adding reports to dashboards, see "Adding a Report to a New or Existing Dashboard."

You can see whether a report is added to a dashboard by doing one of the following:

  • Building a view for a list of reports and including dashboard information in the columns. 
  • Filtering a list of reports by one or several specific dashboards that you know are being actively used. 
  • Building a report for the report object and using a view or a filter which include dashboard information. 

Anyone can build a view or a filter, but you must have Edit access to Reports in your access level to build a report.
For more information about access to reports, see "Understanding Access to Reports, Dashboards, and Calendars."
For more information about building a report, see "Creating a Report."

Displaying Dashboard Information in the View of a Report List

To build a view with dashboard information for a report list: 

  1. Navigate to the Reporting area in the Global Navigation Bar.
  2. Select the Reports tab.
  3. On the list of reports, click the View drop-down menu.
  4. Click New View.
  5. Click Add Column.
  6. Start typing "Dashboards" in the Start typing field name field.
  7. Select Dashboards, listed under the Report object. 
  8. Click Save View.
    The dashboards that a report appears on appear in the Dashboards column of the report list.

Filtering a Report List by Dashboard Information

To filter a list of reports by dashboard information:

  1. Navigate to the Reporting area in the Global Navigation Bar.
  2. Select the Reports tab.
  3. On the list of reports, click the View drop-down menu.
  4. Click New Filter, then click Add a Filter Rule.
  5. Start typing "Dashboards" in the Start typing field name field.
  6. Select Name, listed under the Dashboards object.
  7. Select Equal in the modifier drop-down menu, then start typing the name of the dashboard you want to filter by. You can select multiple dashboards for your filter. 
  8. Click Save + Close
    This will display a list of reports that are listed only on the specified dashboards. 
    You can also build a report for the report object and use this filter in the report.
This article last updated on 2018-02-28 20:07:51 UTC