Add a Report to a Dashboard from the Report
Where: This feature is available in Lightning Experience in Professional, Enterprise, Performance, Unlimited, and Developer editions.
- To add a report to a dashboard, you need the Create and Customize Dashboards user permission.
- To add a report to a dynamic dashboard, you need the Manage Dynamic Dashboards user permission.
Why: Previously, there was only one way to add reports to dashboards. First you edit or create a dashboard. Then you add a component. Finally you find and select your desired source report.
That was-and-is a fine way to add reports to dashboards, but it’s a one way road: you could only add a report to a dashboard from the dashboard.
Now there’s another way. You can add a report to a new or existing dashboard from the report.
How: From either the Reports home page or while reading a report, click. Choose the dashboard you want to add the report to, or create a new one, and finish editing the dashboard component.