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Administrator Guide
Last Updated: 2026-10-16
Steps: Create and Manage Analytics Dashboards

Steps: Create and Manage Analytics Dashboards

  • Ensure that underlying custom or standard reports are created, published, shared, and have all required prompt defaults populated.
  • Security:
    Manage: Analytics Dashboards
     domain in the System functional area.
You can create, publish, share, and personalize analytics dashboards to consolidate report visualization cards across custom tabs. You can configure multi-level prompt mappings and set baseline filter views as an author. You can also reopen a previously published dashboard to edit it instead of creating a new one.
  1. Access the
    Create Analytics Dashboard
     task.
    To edit an existing dashboard, access the
    Maintain Analytics Dashboards
     task and click
    Edit
    , or open the dashboard and click
    Author Mode
     in the header.
  2. In the
    Dashboard Name
     field, enter a unique name and click
    OK
    .
  3. Select the
    Write a description...
     placeholder text, enter up to 250 characters describing the dashboard, and click
    Apply
    .
  4. Click
    Add
     in the
    Report Catalog
     to add custom or standard reports to the dashboard.
  5. Search for custom or standard reports.
    Note: Reports must meet data source and report type eligibility requirements to appear in search results.
  6. In the
    Add to Catalog
     column, click
    Add
    next to each report to include on the dashboard or
    Remove
    to remove them from the dashboard.
  7. (Optional) Click
    Filter by Tags
     or filter by a column header to narrow the list of reports.
  8. Click
    Add Visualization
     and drag a report from the
    Report Catalog
     to the card. Alternatively, select the related actions menu next to a report in the
    Report Catalog
     sidebar and select
    Add Output as Viz Component
    .
  9. Click the
    Refresh Required
     icon to render and preview report data.
  10. Click the
    Add New Tab (+)
     icon to create up to 15 tabs. Click any tab label to enter a custom name.
  11. Drag up to 12 visualization cards per tab or reorder cards within a tab. Drag the bottom-right corner of a card to resize its width and height.
  12. (Optional) Click the filter icon on an individual card header to configure
    Set Prompt Values
     specific to that visualization.
  13. Configure prompt keys and mapping:
    1. Click the
      Prompt Mapping
       icon on the left sidebar.
    2. Click
      Create
      and complete the
      Prompt Key Field
       and
      Default Value Options
       fields.
    3. In the
      Display Label for Prompt Key
       field, enter the label that workers see on the filter bar.
    4. Drag each prompt key to the Global dashboard section to apply across all tabs or to a specific tab to apply only within that tab.
    5. Workday automatically maps matching visualization fields. To inspect or modify mappings, select the related actions menu on the mapped prompt key, select
      Edit Prompt Mapping
      , make adjustments, and click
      Save
      .
    6. (Optional) From the related actions menu of the prompt key, select
      Edit
      ,
      Remove
      ,
      Delete
      , or
      Hide
       to restrict workers from modifying the prompt filter.
  14. Select
    Save > Save to Draft
     to save working progress without exposing changes.
  15. Click
    Publish
    to publish the dashboard.
    Note: You must configure all required report parameters, map every prompt key to at least 1 visualization, and resolve any cards in the
    Configure Prompt
     state before you can publish.
  16. Share the published dashboard:
    1. Click the
      Share
       icon on the dashboard.
    2. Add the users or groups in the
      User/Group Shares
       tab and in the
      Permission Required
       prompt, select
      View
      or
      Edit
      .
    3. Select the
      Shared With
       tab to view the current list of users and groups who have access to the dashboard.
    4. Select the
      Confirm Changes
       check box.
Workday publishes the analytics dashboard and makes it available to authorized workers. Users can interact with multi-level prompts, drill into visual hierarchies, export cards, and save personal custom views.
Communicate exact dashboard names to target audiences so users can locate published dashboards using global search.