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Add a Report to a Dashboard from the Report

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Add a Report to a Dashboard from the Report

Reading a report that you would like to add to a dashboard? Go from report to dashboard with only a few clicks!

Required Editions

Available in: Lightning Experience
Available in: Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To add a report to a dashboard: Create and Customize Dashboards
To add a report to a dynamic dashboard: Manage Dynamic Dashboards
  1. On the Analytics tab, Reports tab, or report run page, select the more actions icon | Add to Dashboard.
  2. Choose whether to add the report to an existing dashboard or create a dashboard from the report. If necessary, name, describe, and choose a folder for the new dashboard.
  3. Click Add.
  4. Customize the dashboard widget.
  5. Click Add.
  6. Optionally, continue customizing the dashboard.
  7. Click Save.
 
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