web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Supply chain | Supply Chain Management, Commerce / Adding a report link t...
Supply chain | Supply Chain Management, Commerce
Answered

Adding a report link to Workspace

(0) ShareShare
ReportReport
Posted on by Rahul B 30

Hi,

I need to know how do we add a report link onto the workspace.

I am able to add list pages and other stuff but on the report which open up with a Temp Filter Fields there is no option to add on to the workspace.

For example:- Customer Account Statement, On-hand Inventory etc.

I have the same question (0)
  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 301,069 Super User 2025 Season 2 on at

    Hi Rahul,

    Your conclusion is correct. On forms, there is some support to setup the form as link, table or tile on a workspace. This is not available for reports. You can actually achieve it with a customization; not configuration.

  • Rahul B Profile Picture
    Rahul B 30 on at

    Thankx Andre for the info.

  • Christian Rothner Profile Picture
    Christian Rothner 159 on at

    Is "adding a report link to workspace" now working in new versions or future versions? Can´t find it in roadmaps

    thanks

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 301,069 Super User 2025 Season 2 on at

    Hi Christian,

    The reports can't be added via personalization. The development option as mentioned above is the only supported way to achieve it.

  • GG7 Profile Picture
    GG7 on at

    It seems like multiple features could be added to the menu options for reports that are present on other menu options:

    • Add to workspace
    • Security diagnostics
    • Get a link

    It seems like these could be added at: https://experience.dynamics.com/ideas. I didn't find them there.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Supply chain | Supply Chain Management, Commerce

#1
Laurens vd Tang Profile Picture

Laurens vd Tang 298 Super User 2025 Season 2

#2
Siv Sagar Profile Picture

Siv Sagar 183 Super User 2025 Season 2

#3
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 118 Super User 2025 Season 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans