| REQUIRED USER ROLE Analyst | FEATURE Insight Builder | PERMISSION OVERVIEW View permissions by role |
ADD-ON FEATURE |
A report is typically associated with a dashboard to allow non-analyst users to access shared reports, displayed as tiles. You can also add an existing report to other shared dashboards without recreating it from scratch.
Add an Existing Report to Another Dashboard
From the Reports page, click Create a Report and select any dataset.
Once the dataset loads, click the folder icon to the right of the Builder to open folder navigation.
Click the folder where the report exists, then select the dashboard that contains the report you want to add to another dashboard.
When the dashboard has loaded, click Dashboard actions (⋮) > Edit dashboard
With edit mode activated, locate the report tile you want to add elsewhere.
Hover over the report tile, then click the Edit (pencil) icon.
In the Builder, click the Settings (gear) icon in the top-right corner.
Click Save, then select To an existing dashboard.
From the Add to a Dashboard screen:
Click Group to save the report to a shared dashboard, or
Click My Folder to save the report to a personal dashboard.
Select the destination dashboard and click Save to Dashboard.
Report Copies
Using “Save… To an existing dashboard” does not create a linked report. Instead, it creates a separate copy of the report. Changes made to one version of the report will not affect the other.
Optional: Create a New Dashboard
To create a new group dashboard, click New Dashboard, enter a name, and then click Save to Dashboard.
Result: The report is saved to the selected dashboard and appears as a new tile.