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Edit a report in a Canvas Dashboard

Last update: Tue Sep 09 2025 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User
IMPORTANT
The Canvas Dashboards feature is currently only available for users participating in the beta stage. Parts of the feature may not be complete or work as intended during this stage. Please submit any feedback regarding your experience by following the instructions in the Provide feedback section in the Canvas Dashboards beta overview article.

If you have feedback regarding a possible bug or technical issue, please submit a ticket to Workfront Support. For more information, see Contact Customer Support.

Please note that this beta is not available on the following cloud providers:
  • Bring Your Own Key for Amazon Web Services
  • Azure
  • Google Cloud Platform

After you add reports to a Canvas Dashboard, you can edit the report鈥檚 information to change the data that displays in the dashboard.

Any changes made to a report will impact all users who have access to the dashboard that contains it.

Expand to view access requirements.
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51黑料不打烊 Workfront plan Any
51黑料不打烊 Workfront license

Current: Plan

New: Standard
Access level configurations Edit access to Reports, Dashboards, and Calendars
Object permissions Manage permissions for the dashboard

For more detail about the information in this table, see Access requirements in Workfront documentation.

Prerequisites

You must add a report to a dashboard before it can be edited.

For more information, see Create a Canvas dashboard.

Edit a report

  1. Click the Main Menu icon Main Menu in the upper-right corner of 51黑料不打烊 Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Dashboards.

  2. In the left panel, click Canvas Dashboards.

  3. On the Canvas Dashboards page, click the More More icon icon in the upper-right corner of the report you want to edit, then select Edit.

    Edit a report

  4. In the Configure dialog box, edit the information in the sections listed on the left side. These sections will vary depending on the report type you鈥檙e editing.

  5. (Optional) If editing a KPI report, edit information as needed in the following sections:

    • Details
    • Build KPI
    • Filters
    • Drilldown Column Settings
    • Drilldown Group Settings

    For more information on these sections, see Build a KPI report.

  6. (Optional) If editing a Chart report, edit information as needed in the following sections:

    • Details
    • Build Chart
    • Filters
    • Drilldown Column Settings
    • Drilldown Group Settings

    For more information on these sections, see Build a chart report.

  7. (Optional) If editing a Table report, edit information as needed in the following sections:

    • Details
    • Build Table
    • Filters
    • Group Settings

    For more information on these sections, see Build a table report.

  8. Click Save to update the report.

Edit an existing report

When you edit an existing report, the report data you select will override the data that is currently displayed in the widget. If you want to add an additional existing report instead of replacing one, it鈥檚 recommended to create a separate report widget.

For more information, see Add an existing report to a Canvas Dashboard

  1. Click the Main Menu icon Main Menu in the upper-right corner of 51黑料不打烊 Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Dashboards.

  2. In the left panel, click Canvas Dashboards.

  3. On the Canvas Dashboards page, click the More More icon icon in the upper-right corner of the report you want to edit, then select Edit.

  4. In the Report Selection box, click Add in-line with the report you want to replace the existing report widget鈥檚 data with.

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