Add a report to a responsive dashboard

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Make actionable decisions faster by combining relevant reports and widgets onto a dashboard. Navigating to single reports and widgets is time-consuming and less efficient.

    Antes de Iniciar

    Role required: Any user who can create a report can add it to a responsive dashboard.

    This topic refers to Reporting in the Core UI. If your instance is a new Australia instance or migrated to Platform Analytics experience, see Common dashboard tasks in the in-line editor.

    Watch this six-minute video to learn about generating reports, creating reports in the Report Designer, and sharing and scheduling reports.

    Procedimento

    1. Navigate to All > Reports > View/Run.
    2. Select the report you want to add.
    3. Click the Sharing icon () and select Add to Dashboard.
    4. Select the Dashboard and Tab to add the report to.
    5. Select Add.
      The widget is added to the dashboard in the top position and the dashboard opens.
    6. Opcional: Select Edit to move or resize the widget.