| REQUIRED USER ROLE Analyst | FEATURE Insight Builder | PERMISSION OVERVIEW View permissions by role |
| ADD-ON FEATURE Contact Gladly Support or your CSM if you want to activate this feature. |
A report is typically associated with a dashboard to allow non-analyst users to access shared reports and other reports (presented as tiles). You can also associate a report with other shared dashboards without having to recreate the report.
From the Reports page, click Create a Report and pick any dataset.
To the right of the Builder, click the folder icon.
Click the Group folder icon and click the dashboard name where the report existing report you want to be added to another dashboard is located.
From the dashboard, hover over the report in question (tile) you want to add to another dashboard and, click
, then click Explore from here.Click the gear icon on the top right corner of the Builder, click Save, then click To an existing dashboard.
From the Add to a Dashboard screen, click Group on the left side of the window.
Click My Folder to save the report to your personal dashboard.
Select the existing group dashboard where you'd like to save the report, then click Save to Dashboard.
If saving to a personal dashboard, select the existing personal dashboard, then click Save to Dashboard.
If you decide to create a new group dashboard instead, click New Dashboard first, enter the dashboard name, and then click Save to Dashboard.
The report is now saved in another shared dashboard.
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on the top-left corner, then click Contact Gladly Support. Gladly Support's primary operating hours are Monday through Friday, 6 AM to 6 PM Pacific Time but you can submit a request anytime.