Blog

Add Reports Directly to Dashboards

July 20, 2021
Patrick Bakker
1 Min Read

Table of contents

Reports, including all selected filters and other presentation options, can now be directly added to existing or new dashboards.ย  This eliminates the need for a specialist to recreate these choices when the report needs to be included in a dashboard.

After having prepared a report that must be placed in a dashboard, the specialist can click the Actions button.ย  This will open the Actions menu for reports, including the option โ€˜Add to Dashboardโ€ฆโ€™.

Report to dashboard

The specialist can now choose to add the report to one of the available dashboards, or to create a new dashboard from this report.ย  To do that, the suggestion field for dashboards must be left blank.

Choose dashboard for report

Specialists can select non-shared dashboards that are created by them.ย  Account administrators and account designers can, in addition, also select shared dashboards in the account of the report.

When a report is added to a dashboard that has filters defined on the dashboard level, these dashboard filters are inherited by the report.ย  When there is a conflict (for example, both the dashboard and the report have a filter on โ€œImpactโ€), then the dashboard filter takes precedence.