View, Edit, and Delete Shared or Personal Dashboards

ADD-ON FEATURE
Contact Gladly Support or your CSM (if you have a CSM) if you’d like to activate this feature.

Analysts can edit a report for many reasons. This could be changing the metrics used in the report, updating formulas, changing filters, changing visualizations, or simply moving it to a different dashboard.

Dashboard edit options are only available if accessed through the report Builder UI
Reports and dashboards can't be edited if accessed directly from the Shared dashboard category on the Reports page. To edit dashboards, you must access the dashboard through a Builder and click the folder icon at the top right corner of the Builder.

View dashboards in My Folder (personal folder) or Group (shared folder)

Group folder (Shared)

Dashboards saved in the Group folder also appear in the Shared category on the Reports page, thus becoming “shared dashboards”. This is how non-analyst users access Dashboard view using a shared Insight Builder dashboard.

Dashboard displaying daily trends, inbound channels, discussion time, and payment details.

My Folder (personal)

Dashboards saved in My Folder are only accessible and editable by the analyst who created the report, thus they are “personal dashboards”. See edit personal dashboard to learn how to access and edit personal dashboards.

User interface showing folder and dashboard options with highlighted metrics section.

Edit report from a shared dashboard

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 (folder with person).
Click the dashboard where the report is saved.
On the top right corner of the screen, click next to the folder icon, then click Edit dashboard. This opens edit mode for all reports (tiles) in the dashboard.
From the report you want to edit, hover over the report (tile) and click then click Edit. This opens the Builder experience for the report where you can make changes.
When you're done making changes, click Run to run the report.
Click Save when you're done.

Edit report from a personal dashboard

From the Reports page, click Create a Report and pick any dataset.
To the right of the Builder, click the folder icon.
Click My Folder (standard folder icon).
Click the personal dashboard where the report is saved.
On the top right corner of the screen, clicknext to the folder icon, then click Edit dashboard. This opens edit mode for all reports (tiles) in the personal dashboard.
Hover over the report (tile) you want to edit, clickthen Edit. This opens the Builder experience for the report where you can make your changes.
When you're done making changes, click Run to run the report.
Click Save.

Delete report

Deleted reports can't be restored
Make sure you no longer need the report before you delete it.

Delete report from a dashboard

From the Reports page, click Create a Report and select any dataset.
From the blank Builder, click the folder icon on the right side of the page. Select My Folder (Personal) or Group (Shared) depending on where the report you’d like to delete exists.
Select the dashboard from the list of shared (My Folder) or personal (Group) dashboards.
On the top right corner of the screen, click next to the folder icon, then click Edit dashboard.
Find the report you want to delete. Hover over the report (tile), then click then Delete.
Click Save.

Delete dashboard

Remember that deleting a dashboard also deletes all reports stored in the dashboard.

From the Reports page, click Create a Report and select any dataset.
From the blank Builder, click the folder icon on the right side of the page. Select whether you need to delete a shared or personal dashboard.
Select the dashboard from the list of shared (My Folder) or personal (Group) dashboards.
On the top right corner of the screen, click next to the folder icon, then click Move to trash.
You'll be asked to confirm your request. Click Move to trash to confirm.

Deleted dashboards can't be restored through the UI. Contact Gladly Support if you need to restore a dashboard you deleted.

Rename report or dashboard

Rename report

From the Reports page, click Create a Report and select any dataset.
From the blank Builder, click the folder icon on the right side of the page. Click My Folder or Group, depending on if the dashboard you want to rename is personal or shared, and select the dashboard from the list.
Select the dashboard from the list of shared (My Folder) or personal (Group) dashboards.
Clickon the right side of the page when the dashboard opens, then click Edit dashboard.
Double-click the name of the report (tile) and enter a new name.
Click Save.

Rename dashboard

From the Reports page, click Create a Report and select any dataset.
From the blank Builder, click the folder icon on the right side of the page. Click My Folder or Group, depending on if the dashboard you want to rename is personal or shared, and select the dashboard from the list.
On the top right corner of the screen, clicknext to the folder icon, then click Edit dashboard.
Double-click the current dashboard name on the top left and enter a new name.
Click Save.

Move a dashboard between personal and shared folders

You can move dashboards from My Folder to the Group folder and vice-versa. The easiest way to do this is by leveraging the Move to feature.

Use the Move to feature

Go to Reports and click Create a Report.
Select any dataset.
Once the dataset loads, click to toggle the folder navigation.
Open the folder containing the dashboard you want to move (My Folder for personal dashboards, or the Group folder for group dashboards).
Locate the dashboard, click the actions icon, and select Move to.
Navigate to the target folder (Group folder to share, My Folder to restrict access).
Scroll to the bottom and click Move Here.

Result: The dashboard is immediately moved to the selected folder.

Move dashboard from personal to shared and vice-versa
This process works in either direction! You can move personal dashboards to group folders or from group to personal folders.

Move a report to a different dashboard

You can move reports between dashboards by editing the source report in the current dashboard and saving it as a new report to a different dashboard.

Go to Reports and click Create a Report.
Select any dataset.
Once the dataset loads, click to toggle the folder navigation.
Navigate to the dashboard that contains the report you want to move.
Click Dashboard Actions, then select Edit Dashboard.
1. This allows you to edit the reports within the dashboard.
Locate the report tile you want to move and click the Edit icon.
Above the report visualization, click the Settings (gear) icon.
Select Save, then choose To an existing dashboard.
Select the destination dashboard where you want the report to appear.
Click Save to dashboard.

Result: The report is recreated as a tile on the selected dashboard.

“Save… To an existing dashboard” creates a duplicate report
When you move a report by using “Save… To an existing dashboard” this creates a duplicate of the report, so it will appear in both the original and destination dashboards.