How to Add a Report to a Dashboard in Microsoft Dynamics 365

Adding a Report in a Dashboard is a common practice that every Microsoft Dynamics 365 user and admin should know.

Why would you want to do this, you may wonder? Adding a Report in a Dashboard may save you time instead of having to navigate to your reports area in Dynamics to view your most frequently used reports.

Follow these steps to add a Report in a Dashboard in Microsoft Dynamics 365:

1. Navigate to the report area –
   
   
2. Choose the report you wish to use and copy the entire URL (blue highlight)
   
   
3. Navigate to the Dashboard’s edit screen – from the gear icon, select Advanced Settings > Settings > Customizations > Customize the System > Dashboards
   
4. Choose the Dashboard where you want to add the report or create a new Dashboard if desired. Open the Dashboard for editing.
   
   
5. Add an iFrame where you want to add the Report on the Dashboard. Name the pane, paste the URL from earlier, make sure that Restrict cross-frame scripting, where supported, is unchecked, and Pass record object-type code and unique identifier as parameters is also unchecked. Click OK when you are finished.
   
   
6. You may have to increase the Height or Width many times. If you chose a frame that goes all the way across a page, then you will not be able to increase the Width.
   
   
7. Save the Dashboard
   
   
8. Publish – Navigate back to the Solution and Publish
   
   

Now you will see the report you use frequently in the Dashboard, ready to be run!

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