Steps: Set Up Custom Dashboards

Enable or create the security domains you want to use to secure your dashboard.

You can create a custom dashboard so that users can access related worklets in 1 place.

As you create the dashboard, you can:

Enable users to add or remove worklets.

Map a prompt set to the dashboard.

Set up domain security access.

You can set up a

Dashboard Run History

report to analyze dashboard usage statistics. This report can display up to 6 months of dashboard run history results.

Access the

Enable Worklet for Dashboards

task.

Select a worklet, then select the dashboard you created.

Security: Set Up: Tenant Setup - Worklets
domain in the System functional area.

For custom reports you want to add to the dashboard as worklets, set up the

Worklet Options

section on the

Output

tab of the report definition.

You must share the report with the security groups you want to access the dashboard before you can add the worklet to the dashboard.

(Optional) Access the

Maintain Dashboards

report.

Click

Edit

and access the

Announcements

tab to set up announcements for the dashboard. You can also add a photo, image, or video URL to the announcement.

Security: Set Up: Tenant Setup - Worklets
domain in the System functional area.

(Optional) To enable the

Dashboard Run History

report, access the

Edit Tenant Setup - Reporting and Analytics

task and select the

Enable Access to Dashboard Run History

check box.

Workday begins capturing dashboard run history after you enable the feature and therefore might not initially display any data on the

Dashboard Run History

report. The report also tracks dashboard tab executions.