Important product naming update: Sidekick is now called Gladly (AI) and Gladly Hero (the Platform) is now Gladly Team. Please keep this in mind as you read through our documentation.

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Can I convert a personal dashboard (or report) as a shared report?

  • Updated on Jan 9, 2026
  • Published on Jan 30, 2025
  • 1 minute(s) read
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REQUIRED USER ROLE 
Analyst		FEATURE 
Insight Builder		PERMISSION OVERVIEW
View permissions by role

Yes, you can both move dashboards between folders and move reports between dashboards. Watch the videos below to learn how.

Move a dashboard between My Folder (personal folder) and Group (shared folder)

Move a report to another dashboard

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