Q. Can I convert a personal report as a shared report?
  • 15 Mar 2022
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Q. Can I convert a personal report as a shared report?

  • PDF

REQUIRED USER ROLE
Analyst

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.



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