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Adaptive Insights
Knowledge @ Adaptive Insights LLC, a Workday company.

Create Shared Dashboards

If your an Administrator with Admin Dashboards permission, learn how to create, share, and assign dashboards to levels in the organization structure.

New to dashboards? See Dashboard Overview.

The dashboards referenced here an not related to Discovery.

Share Standard Dashboards

Standard dashboards can contain up to nine graphical reports. Only shared matrix reports that have the graphical report option turned on can be included in this type of dashboard. Graphical reports with prompting parameters cannot be added to standard dashboards. For more information refer to Reports.

 To create a standard dashboard:

  1. Navigate to: Modeling > Model Management > Others > Dashboards.  A list of shared dashboards appears. You can create, edit, or delete dashboards from this page. 

  2. Click New Dashboard

  3. Enter a Name for the dashboard.

  4. Specify which levels the dashboard is Visible on. When you're finished selecting levels, click Done

  5. Specify the Layout for the dashboard (rows columns).

  6. Navigate through the Shared Reports folders and locate a report to add to the dashboard. You can also search for reports.

  7. Drag the report to the layout area.

  8. Enter a Header for the report and specify a header color.

  9. When you've finished adding reports to the layout, Save your changes.

Share Report Dashboards

Report Dashboards contain just a single report. Any shared report that is not a repeating report, a static report (except for .txt and .html type files), a report book, or a report with prompting parameters can be added to a Report Dashboard.

To create a report dashboard:

  1. Navigate to: Modeling > Model Management > Others > Dashboards.  A list of shared dashboards appears. You can create, edit, or delete dashboards from this page. 

  2. Click New Report Dashboard.

  3. Enter a Name for the dashboard.

  1. Specify which levels the dashboard is Visible on. When you're finished selecting levels, click Done

  2. Navigate through the Shared Reports folders and locate a report to add to the dashboard. You can also search for reports.

  3. Drag the report to the layout area.

  4. Save your changes.

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