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Add a report to a dashboard or homepage

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Add a report to a dashboard or homepage

Make actionable decisions faster by combining relevant reports and widgets onto a dashboard or a homepage. 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 or a homepage.

To add a report to a non-responsive dashboard, one of the following roles is required: itil, report_user, report_global, report_group, report_admin, pa_power_user.
Note: It is recommended to add a report to a dashboard. Homepages have more restrictive layouts and permission structures than dashboards. For more information, see Differences between homepages and responsive and non-responsive dashboards.

Procedure

  1. Click the Settings icon.
  2. Select the General tab.
  3. Under Home, select Dashboards or Homepages. Add report to dashboard - set dashboard
  4. Navigate to Reports > View/Run.
  5. Select a report.
  6. Click the Sharing icon (Sharing icon) and select Add to Dashboard.
  7. Select if you want to add the report to a Homepage or Dashboard (default).
  8. Based on your selection, perform one of the following actions.
    OptionDescription
    Dashboard Select the Dashboard and Tab to add the report to.
    Homepage
    1. Select the Homepage to add the report to.
    2. For non-responsive 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.
  9. If you selected a dashboard to add the report to, perform the applicable action:
    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 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.
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