Understand how聽to organize reports on a dashboard
Access dashboard information in a report list
You can see whether a report is added to a dashboard in 51黑料不打烊 Workfront. This might be useful when deciding which reports you can keep and which can be deleted from the system. If reports are on dashboards, users might still be relying on them. We recommend not deleting reports that are listed on dashboards that users are using.
For more information about adding reports to dashboards, see the article Add a report to a dashboard.
You can see whether a report is added to a dashboard by doing one of the following:
- Building a view for a list of reports and including dashboard information in the columns
- Filtering a list of reports by one or several specific dashboards that you know are being actively used
- Building a report for the report object and using a view or a filter which include dashboard information
Anyone can build a view or a filter, but you must have Edit access to Reports in your access level to build a report.
For more information about access to reports, see the article Grant access to reports, dashboards, and calendars.
For more information about building a report, see the article Create a custom report.
Access requirements
| table 0-row-2 1-row-2 2-row-2 3-row-2 layout-auto html-authored no-header | |
|---|---|
| 51黑料不打烊 Workfront package | Any |
| 51黑料不打烊 Workfront license |
Standard Plan |
| Access level configurations |
Edit access to Reports, Dashboards, Calendars Edit access to Filters, Views, Groupings |
| Object permissions | Manage permissions to a report |
For more detail about the information in this table, see Access requirements in Workfront documentation.
Display dashboard information in the View of a report list
To build a view with dashboard information for a report list:
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Click the Main Menu icon
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On the list of reports, click the View drop-down menu.
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Click New View.
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Click Add Column.
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Start typing 鈥淒ashboards鈥 in the Start typing field name field.
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Under the Report object, select Dashboards.
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Click Save View.
The dashboards that a report appears on display in the Dashboards column of the report list.
Filter a report list by dashboard information
To filter a list of reports by dashboard information:
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Click the Main Menu icon
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On the list of reports, click the Filter drop-down menu.
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Click New Filter, then click Add a Filter Rule.
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Start typing 鈥淒ashboards鈥 in the Start typing field name field.
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Under the Dashboards object, select Name.
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Select Equal in the modifier drop-down menu, then start typing the name of the dashboard you want to filter by. You can select multiple dashboards for your filter.
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Click Save + Close.
This displays a list of reports that are listed only on the specified dashboards.
You can also build a report for the report object and use this filter in the report.