Add a Dashboard Report

You can add a Dashboard report to a report group. Each report has its own Access Group settings.

1. Select a Report Group from the Report Groups list.

2. In the Reports section, click Insert Row to add a report.

3. In Display Name, enter the name of the report. This is the displayed name on the Home page.

4. In Type, select Dashboard. In Dashboard Name, select a dashboard from the list of all dashboards available in OneStream.

5. Assign the Access Group, which is based on the System > Security > Group setting.

6. Set your settings:

   • Enabled: If selected, you will see the report on the Home page. It is selected by default.

   • Display Order: Order in which you can select the reports from a list view within the Report Group.

     NOTE: If the default remains at 10, reports on the Home page will be in alphabetical order.

7. Click Save.

   NOTE: A Dashboard report will be part of the Report Group.