Converting a report to a dashboard

You can create a dashboard directly from a report. The report is added to the dashboard as a dataset, and any qualifications included in the report's filter are also applied to the data displayed in the dashboard.

For grid reports, the grid is displayed as a Grid visualization.
For graph reports, the graph is displayed as a Graph visualization.
For reports displayed in Grid and Graph view, either a Grid or Graph visualization will be displayed depending on which view is displayed on the left or top of the report. For example, if the grid is displayed above the graph in the report, the dashboard will display a Grid visualization.

If the report's Page-by panel contains any objects, each attribute, custom group, or consolidation on the Page-by panel is added to the dashboard as a filter in the Filters panel. All metrics included in the grid or graph are also displayed in the dashboard, regardless of whether the Metrics object is included on the Page-by panel.

Prerequisites

You must have document designer privileges.
You must have the Web Edit Dashboard, Web Create Dashboard, and Web Run Dashboard privileges.
This procedure assumes that you have already created the report to convert into a dashboard. For steps to create a report, see Creating a report.

To create a dashboard from a report

1 Do one of the following:  
To create a dashboard from an open report, click the name of the report to run it. From the Tools menu, select Create Dashboard. The report is converted and displayed as a new dashboard.
To create a dashboard from a report in a folder, navigate to the folder page that contains your report, then right-click the name of the report. Select Create Dashboard. The report is converted and displayed as a new dashboard.

Related topics

Creating a dashboard
Creating a Graph visualization
Creating a Grid visualization