Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2026-10-16
Steps: View and Personalize Analytics Dashboards

Steps: View and Personalize Analytics Dashboards

  • Ensure an administrator or author has published and shared an analytics dashboard with your user account or security group (View or Edit permission).
  • Security:
    Manage: Analytics Dashboards
     domain in the System functional area. View access is required to run, filter, and personalize shared dashboards.
You can discover, view, filter, and personalize shared analytics dashboards. You can explore visual data hierarchies, drill down into underlying source reports, customize card arrangements and chart configurations in
Layout Mode
, and save up to 12 personal custom views without altering the author's
Original View
 or impacting other workers.
  1. Access the
    Maintain Analytics Dashboards
     task and click
    View
    next to the dashboard or enter the dashboard's exact name in global search, and select it from the results.
    The search returns only published dashboards; unpublished or draft dashboards don't appear in search results.
  2. Apply temporary prompt filters:
    1. Select filter values in global prompt mappings on the header banner, such as
      Organization
       or
      Date
      .
    2. Click the filter icon on the active tab header to open the tab filter side panel, select prompt values, and click
      Apply
      .
    3. Click the filter icon on an individual card header to set visualization-level filters, and click
      Apply
      .
    4. (Optional) Click the
      Reset to original values
       icon to restore original filter settings.
  3. Interact with individual visualization cards:
    1. Click the
      Download as PNG
       icon to download a chart image.
    2. Click the export icon on a card header to download the visualization in
      Excel
      or
      PDF
       format.
    3. Click the table icon to toggle between chart and grid views.
    4. Click the
      Configure and View Chart Data
       icon to view chart metrics, change chart types, or select
      Configure
       to adjust chart variables and toggle data labels.
    5. Select chart elements to drill down through visual data hierarchies.
    6. Click
      Run Report
       at the bottom of a card to open the source report in a new browser tab.
  4. To create a personal custom view, select the
    Original View > Create New View
    .
  5. Select
    Layout Mode
    .
    Note: Layout Mode is available only within custom views.
    1. Move, resize, or click the
      Hide Viz
       icon on a card to hide it.
    2. On any card, select
      Configure and View Chart Data > Configure
       to adjust chart variables, enable data labels, or change chart types.
  6. Click
    Save Layout
     to preserve your card arrangement and click
    Exit Layout Mode
    .
  7. Select the view menu in the dashboard header to switch between saved custom views (up to 12 per dashboard) or return to the
    Original View
    .
    1. (Optional) From the related actions menu of the custom view, select
      Set as my Default View
       to make it your default starting view.
    2. (Optional) From the related actions menu of the custom view, select
      Rename
       or
      Duplicate
       to adjust or copy the view configuration.
    3. (Optional) From the related actions menu of the custom view, select
      Delete
       to remove the custom view. Workday automatically displays the original view after deletion. You cannot delete the author's
      Original View
      .
Workday saves your personal custom view preferences without affecting the author's
Original View
 or other workers.