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Dashboard reports

You can add reports to dashboards created by you or organization dashboards that allow editing.

Required permission​

  • Your DoiT account must have the Cloud Analytics User permission.

  • You can add only those reports to which you have access (see access reports).

Add existing reports​

To add existing reports to a dashboard:

  1. Go to the dashboard of interest.

  2. Select Add existing reports.

    Add content to dashboard

  3. Select one or more reports from the list.

    Add existing reports to dashboard

Create and add a new report​

You can also create a new report from a dashboard. This way, the new report will be added to the dashboard automatically.

  • To create a new report from scratch, select Create a new report or Create and add a new report. It will take you to the report creation page.

  • To generate a new report by chatting with Ava, our AI assistant, select Create a report using Ava. Once the report is generated, you can open it in Cloud Analytics for further adjustments. Make sure to save the report so it appears on the dashboard.

Add a new report to dashboard

Set dashboard time range and filters​

For a custom dashboard with multiple reports, you can set a single Time range at the dashboard level to get a consistent timeframe across all reports, and Add filter to narrow down the displayed data, without having to adjust each report individually.

Apply time range and filters to the dashboard

  • Time range

    • The dashboard time range options are the same as those available at the report level. You can choose a predefined time range or specify a custom one. (Once you choose a time range, the time interval is set automatically and cannot be adjusted.)

    • Setting the time range to Default restores each report to its default setting.

    • The dashboard time range applies only within the dashboard. It doesn't affect the time range of a report if you open the report in Cloud Analytics.

    • The time range setting is persisted in your browser's local storage and is not shared with other users.

  • Add filter

    • Dashboard filters allow only allocations, including allocation rules.

    • You can add up to three filters to a dashboard.

    • Filters are persisted in your browser's local storage and are not shared with other users

  • Apply: Changes to the dashboard time range or filters take effect only after you select Apply. Reports are not updated automatically.

See also​

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