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

Before starting this procedure, ensure there is a report you want to display on a homepage or dashboard.

Role required: Any users who can create a report can add it to a homepage. Pa_power_user is required to add a report to a non-responsive Performance Analytics dashboard. Users with any role can add reports to a responsive dashboard. For more information, see Differences between homepages and responsive and non-responsive dashboards

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 Add to Dashboard.
  4. Select if you want to add the report to a Homepage or Dashboard.
  5. Based on your selection, perform one of the following actions.
    OptionDescription
    Homepage Select the Homepage to add the report to.
    Dashboard Select the Dashboard and Tab to add the report to.
  6. Do one of the following:
    OptionDescription
    for responsive dashboards Click Add. The widget is added to the dashboard in the top position and the dashboard opens. Click Edit to move or resize the widget.
    for non-responsive dashboards and homepages Click Add here to add the report in a specific position, or click Add to add the report to the first available position on the homepage or dashboard.