Add a report to a homepage or dashboard

When viewing a report, you can add that report to a homepage or a dashboard. When a report is on your homepage or dashboard, you have the latest information at any time without having to run the report. You can also share dashboards with other users.

Before you begin

Ensure that there is a report you want to display on a homepage or dashboard.

Role required: gauge_maker, report_admin, or pa_power_user. The pa_power_user role is required only when adding a report to a Performance Analytics dashboard.

Procedure

  1. Navigate to Reports > View/Run.
  2. Select a report.
  3. Click the arrow next to the Save button to open the Report options menu and select Make Gauge to make the report into a gauge.
    If the report has already been made into a gauge, this option is not available and you can skip this step. Only gauges, not reports, can be added to dashboards and homepages.
  4. Click the arrow next to the Save button to open the Report options menu and select Add to Dashboard.
    For upgrades from earlier releases, this option sometimes appears as Add to Homepage.
    Note: If this option does not exist, ensure that the report has been made into a gauge. See step 3.
  5. Select if you want to add the report to a Homepage or Dashboard.
  6. Based on your selection, perform one of the following actions.
    OptionDescription
    Homepage Select the Homepage to add the report to.
    PA dashboard Select the Performance Analytics Dashboard and Tab to add the report to.
  7. Specify the display Name for the report.
  8. Click Add here to add the report in that position, or click Add to add the report in the first available position on the homepage or dashboard.