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Adaptive Planning
Last Updated: 2023-06-23
Add Reports on Dashboards

Add Reports on Dashboards

Preview Date: 2025-02-08. Production Date: 2025-03-15.
We now enable you to add existing shared matrix reports on a dashboard to view it alongside related charts and sheets.
Watch the video:
2m 37s.

Business Benefits

When you share this dashboard with users, they see:
  • The data to which they have access.
  • An error message if they don't have access to the report.

Changes

You can add a report with a maximum of 1 million cells to a dashboard.
When viewing reports from dashboards, you can:
  • Download and add report or line notes.
  • Drill down by available dimensions.
  • Drag and resize reports.
  • Copy and paste reports within and across dashboards.
  • Use grid mode to expand reports and view the full toolbar.
  • Enable report parameters to sync with the dashboard perspective context filters.

What Do I Need to Do?

To add report on dashboards, you need these permissions assigned to you:
  • Access Dashboards > Edit Dashboards
  • Access Reports
When adding reports to dashboards, we recommend that you:
  • Load a maximum of 4 reports at a time, 2 on each row. Where possible, add reports to other dashboards in a perspective.
  • Assess the complexity of the reports as high dimensionality reports can cause slower performance.
  • Add and load a report first before adding a second report.
  • Add a maximum of 2 sheets on the dashboard.
  • Sync a maximum of 10 report parameter types.

What Happens If I Do Nothing?

Without the required permissions, you can’t add reports to dashboards.

Deployment Considerations

  • If using dashboards to aid with the planning process, consider creating shared reports to include with the sheet or chart interaction. You might be able to simplify your dashboards or process tasks by including shared reports on the dashboards.
  • Consider creating a Dashboards folder to place shared reports designed for use in dashboards.