Strategy One

Insert a Report Into a Dashboard

Starting in Strategy One (September 2025), you can insert a report into a dashboard to enrich your data analysis, reuse existing work, or to assemble a dashboard collaboratively. When you import an existing report:

  • The report's data is added as a dataset

  • A new chapter named for the report is added to the table of contents

  • A new page, named Page 1, is added to the chapter

  • The page displays the report's grid

Inserting reports is especially useful if you quickly want to integrate an existing report and its data into a dashboard.

Prerequisites

Inserting a report is available in the new Dashboard Editor, which is available starting in Strategy One (September 2025). To enable it, see New Dashboard Editor in Workstation.

Insert a Report into a Dashboard

  1. Open a dashboard.
  2. From the Insert menu, select Browse Objects.
  3.  Select Reports in the navigation bar on the left.
  4. Navigate to (or search for) the report to insert.

  5. Click Select.

The report is added to the dashboard as a new chapter and dataset.