Add a report to a responsive dashboard

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • 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.

    Before you begin

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

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

    Procedure

    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 if you want to add the report to a Homepage or Dashboard (default).
    5. Select the Dashboard and Tab to add the report to.
    6. Select Add.
      The widget is added to the dashboard in the top position and the dashboard opens.
    7. Optional: Select Edit to move or resize the widget.