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Adding a Report to a New or Existing Dashboard

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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 "Creating Dashboards." 

Adding a Report to an Existing Dashboard

Access Needed to Add a Report to an Existing Dashboard

You must have the following access to add a report to a dashboard from the report:

  • You must have a Plan license.
  • You must have access to create reports in your Access Level.
  • You must have permissions to Manage the report. 

Adding 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. 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

Access Needed to Add a Report to a New Dashboard

You must have the following access to add a report to a dashboard from the report:

  • You must have a Plan license.
  • You must have access to create reports in your Access Level.
  • You must have permissions to View the report. 

Adding 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.
  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.

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This article will need to be updated when Orion fixes this bug (hub.workfront.com/issue/view?ID=5b60bf0300117103f5222de3d4678c56)

This article last updated on 2018-08-31 17:45:47 UTC