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Adding a Report to a New or Existing Dashboard

The information on this page refers to functionality not yet generally available. (It is available only in the Preview Sandbox or Early Access environments.)

You can add a report to a new or existing dashboard directly from a report. Alternately, you can add an existing report to a dashboard as described in "Creating Dashboards." 

Adding a Report to an Existing Dashboard

  1. Navigate to the report 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. Click the dashboard where you want to add your report.



    After you select the dashboard, you can add the report as if you are editing that dashboard.

Adding a Report to a New Dashboard

  1. Navigate to the report 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.
  4. A dashboard builder is displayed where you can select a layout and include any additional reports.
  5. Click Save+Close to add the report.