Combine saved questions in a dashboard

Purpose

Present several saved questions together while keeping their source dependencies and viewer access visible.

How It Works

An author arranges widgets in a dashboard. The saved layout identifies the questions each widget uses. Platform extracts those source dependencies while preserving the layout. Sharing is checked against every source audience. Readers run each widget with their own access. A source that becomes unavailable can fail independently of the others. Source changes flag the dashboard for review. The catalog’s source check permits an empty dashboard and does not prove every widget will execute successfully.

Relationships

Dashboard composition specializes the report catalog and resolves several saved-question sources.

Show evidence (sources, provenance, origins, pinned commits)

The Formal Contract

The narrative above explains; the sections below are authoritative — the rules, scenarios and tests this document binds.

Outcomes: Several questions contribute to one presentation.Sharing respects all source audiences.Unavailable widget data can fail independently.
Surfaces: consoleapi
Intent sources: services-platform:docs/queries/reports.md#6. Dashboards (Andrew, 2026-10-18)services-platform:docs/milestones/plans/RPT-M1-plan.md#D3

Controls

20 controls apply, from the corpus control catalogue.

TC-AZ-001 TC-AZ-002 TC-AZ-003 TC-AZ-004 TC-DAT-004 TC-IAM-001 TC-IAM-002 TC-IAM-004 TC-IAM-005 TC-LOG-004 TC-LOG-005 TC-PI-001 TC-PI-003 TC-PI-005 TC-TEN-001 TC-TEN-002 TC-TEN-003 TC-VEN-001 TC-VEN-002 TC-VEN-003

Permissions

Key	Checked at	Scope
`platform.reports.use`	api	tenant
`platform.reports.share`	service	record
`platform.reports.manage`	service	record

Business Rules

10 rules, 10 to be proved before approval. A rule's product intent is derived from its origin: 10 confirmed by a product decision, the rest inheriting this capability's confirmed.

Id	Rule	Kind	Enforced at	Provenance
`01`must prove Confirmed	Dashboards are reports without a single direct saved-query source, reject that direct source field, and differ from other report kinds that require it. origin: services-platform:docs/queries/reports.md#6. Dashboards (Andrew, 2026-10-18) proved by `ATS-PFM-QRY-012-01`, `TST-PFM-QRY-233`	validation	service, database	test services-platform:modules/queries/tests/e2e/reports.e2e.spec.js#refuses a dashboard naming a saved_query_id of its own as 400
`02`must prove Confirmed	Dashboard saves record up to fifty distinct widget sources in first-widget order and reject larger source sets without writing. origin: services-platform:docs/queries/reports.md#6. Dashboards (Andrew, 2026-10-18) proved by `ATS-PFM-QRY-012-02`, `TST-PFM-QRY-233`	calculation	service	test services-platform:modules/queries/tests/e2e/reports.e2e.spec.js#answers its sources once each, in widget order, with their names and applications
`03`must prove Confirmed	Every widget source must be visible to the author, and an inaccessible source produces a refusal locating its widget. origin: services-platform:docs/queries/reports.md#6. Dashboards (Andrew, 2026-10-18) proved by `ATS-PFM-QRY-012-03`, `TST-PFM-QRY-096`, `TST-PFM-QRY-233`, `TST-PFM-QRY-335`	validation	service	test services-platform:modules/queries/tests/e2e/reports.e2e.spec.js#refuses a widget over a saved query the caller may not see as 400 naming the widget at definition
`04`must prove Confirmed	Dashboard audiences cannot exceed any source audience, with the first narrower source in widget order identified. origin: services-platform:docs/queries/reports.md#6. Dashboards (Andrew, 2026-10-18) proved by `ATS-PFM-QRY-011-15`, `ATS-PFM-QRY-012-04`, `ATS-PFM-QRY-012-11`, `TST-PFM-QRY-054`, `TST-PFM-QRY-095`, `TST-PFM-QRY-233`	policy	service	test services-platform:modules/queries/tests/e2e/reports.e2e.spec.js#refuses a dashboard shared wider than one of its sources as 409, naming that source
`05`must prove Confirmed	A query used by a dashboard source cannot be deleted while that dependency remains. origin: services-platform:docs/queries/reports.md#6. Dashboards (Andrew, 2026-10-18) proved by `ATS-PFM-QRY-012-05`, `TST-PFM-QRY-233`	policy	service, database	test services-platform:modules/queries/tests/e2e/reports.e2e.spec.js#refuses to delete a saved query one of its widgets draws on as 409 saved_query_reported
`06`must prove Confirmed	Dashboard change warnings reflect source-definition changes rather than source renames alone. proved by `ATS-PFM-QRY-012-06`, `TST-PFM-QRY-233`	calculation	service	test services-platform:modules/queries/tests/e2e/reports.e2e.spec.js#does not answer saved_query_changed after a source is only renamed, because its data did not change (DEF-RPT-0640)
`07`must prove Confirmed	For a source the reader cannot see, dashboard source metadata returns only identity and change state, withholding its name. origin: services-platform:docs/queries/reports.md#6. Dashboards (Andrew, 2026-10-18) proved by `ATS-PFM-QRY-012-07`, `TST-PFM-QRY-335`	policy	service	test services-platform:modules/queries/tests/integration/services/reports/report-library.integration.spec.js#answers a reader only the id and the change of a source narrowed since the dashboard was shared
`08`must prove Confirmed	A dashboard with sources passes catalog filtering when at least one visible source has an accessible base dataset; a dashboard without sources also passes. origin: services-platform:docs/milestones/plans/RPT-M1-plan.md#D3 proved by `ATS-PFM-QRY-012-08`	policy	service	observed services-platform:modules/queries/services/reports/report-library.ts:readableReports
`09`must prove Confirmed	Widgets run their own saved queries as the viewer, apply narrowing dashboard filters and fail independently when a source is unavailable. origin: services-platform:docs/queries/reports.md#6. Dashboards (Andrew, 2026-10-18) proved by `ATS-PFM-QRY-012-09`, `ATS-PFM-QRY-012-12`, `ATS-PFM-QRY-013-13`, `TST-PFM-QRY-097`	policy	service, console	documented services-platform:docs/queries/reports.md#6. Dashboards
`10`must prove Confirmed	Platform preserves dashboard layout content exactly and interprets only widget source-query identities. origin: services-platform:docs/queries/reports.md#6. Dashboards (Andrew, 2026-10-18) proved by `ATS-PFM-QRY-012-10`, `TST-PFM-QRY-233`	invariant	service	test services-platform:modules/queries/tests/e2e/reports.e2e.spec.js#answers the definition exactly as it was sent, widgets, filters and layouts untouched

Scenarios

Id	Given	When	Then	Provenance
`01`	A dashboard includes a source visible only to selected finance users.	Its author attempts organization sharing.	The refusal identifies the source with the narrower audience.	test react-console:acceptance/reporting/playwright/journeys/catalog-and-sharing/RPT-ACC-0009.spec.ts#RPT-ACC-0009

Planning

Implementation

Combine saved questions in a dashboard ​

Purpose ​

How It Works ​

Relationships ​