Adding a Report to a Dashboard

Unifyr Support
Unifyr Support
  • Updated

You can add a report to a set of performance metrics by adding it to a dashboard, or using it as the basis for a new dashboard.

For more information about dashboards, see Creating Dashboards and Exploring, Personalizing, and Distributing Reports and Dashboards.

To add a report to an existing dashboard:

  1. With the Explore of the report open, click   > Save > To an existing dashboard 
  2. In the Add to a Dashboard in this folder window, browse for the folder that contains the dashboard you want to update
  3. Click the title of the dashboard to select it
  4. Click Add Look to Dashboard. The report is added to the dashboard. A message at the top of the report indicates that this has been done, and provides a link for you to go to the dashboard.

To create a new dashboard and add a report to it:

  1. With the Explore of the report open, click   > Save > As a new dashboard 
  2. In the Save as a new dashboard window, add this information:

     Parameter  Description
     Title  Enter the title of the new dashboard
     Settings > Folder

     Browse for the folder in which to save the new dashboard

     You can only select folders to which you have access, such as My Folder - for example, you can't access Shared as this is a Unifyr folder

     Filters

     Set the filters that will be used on the data in the report when it appears in this dashboard.

     The filters available for selection are those configured for the report in the Explore / report builder. For more information, see How to Filter Reports and Dashboards. You can use all, some, or none of the filter options in the dashboard usage of the report.

     The filters you set here don't affect the base report - you set them for this use only.

  3. Click Save. The new dashboard is created. A message at the top of the report indicates that this has been done, and provides a link for you to go to the dashboard.

    As a default, the report is given the same name as the dashboard you add it to - use the link to go to the dashboard and edit the title of the tile as required.

  4. You can now edit the new dashboard. For more information, see Edit a Dashboard.

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