Can I convert a personal report as a shared report?

REQUIRED USER ROLE 
Analyst
FEATURE 
Insight Builder
PERMISSION OVERVIEW
View permissions by role

Yes, you can move reports between a Personal and Shared dashboard and vice-versa.

Click Start below to learn how.

  • To move a dashboard from shared to personal, follow the same instructions above, but instead of selecting your personal folder, start with the shared folder.

  • Upon moving a dashboard from shared to personal, the previously shared dashboard will continue to appear under the Shared category until you refresh/reload Insight Builder.

See Move report from personal to shared dashboard to learn another way of moving reports.