---
title: "View, Edit, and Delete Shared or Personal Dashboards"
slug: "view-edit-and-delete-shared-or-personal-dashboards"
description: "Analysts can edit a report for many reasons. This could be changing the metrics used in the report, updating formulas, changing filters, changing visualizations"
updated: 2026-01-09T07:12:47Z
published: 2026-01-09T07:12:47Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.gladly.com/llms.txt
> Use this file to discover all available pages before exploring further.

# View, Edit, and Delete Shared or Personal Dashboards

| **ADD-ON FEATURE** Contact [Gladly Support](https://help.gladly.com/product-docs/pages/en/contact-gladly-support-team) 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.

[Insight Builder Dashboard Video](https://fast.wistia.net/embed/iframe/rmdkk47haf?web_component=true&seo=false&videoFoam=false)

> [!WARNING]
> 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.](https://cdn.us.document360.io/7047b671-c4f2-4df0-bb0a-b9b511fd2452/Images/Documentation/shared_reports.png)

#### 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](https://help.gladly.com/docs/view-edit-and-delete-shared-or-personal-dashboards#edit-report-from-a-personal-dashboard) to learn how to access and edit personal dashboards.

![User interface showing folder and dashboard options with highlighted metrics section.](https://cdn.us.document360.io/7047b671-c4f2-4df0-bb0a-b9b511fd2452/Images/Documentation/My Folder Dashboard.png)

## Edit report from a shared dashboard

1. From the Reports page, click **Create a Report** and pick any dataset.
2. To the right of the Builder, click the **folder** icon.
3. Click the Group folder (folder with person).![Folders menu displaying options with 'Group' highlighted for selection.](https://cdn.us.document360.io/7047b671-c4f2-4df0-bb0a-b9b511fd2452/Images/Documentation/Folders Group.png)
4. Click the dashboard where the report is saved. ![The menu displays various dashboards with 'Forecast Contacts' highlighted for selection.](https://cdn.us.document360.io/7047b671-c4f2-4df0-bb0a-b9b511fd2452/Images/Documentation/click dashboard from group.png)
5. On the top right corner of the screen, click ![](https://cdn.us.document360.io/7047b671-c4f2-4df0-bb0a-b9b511fd2452/Images/Documentation/kebab-icon-vertical.svg)next to the folder icon, then click **Edit dashboard**. This opens edit mode for all reports (tiles) in the dashboard.
6. From the report you want to edit, hover over the report (tile) and click ![](https://cdn.us.document360.io/7047b671-c4f2-4df0-bb0a-b9b511fd2452/Images/Documentation/kebab-icon-vertical.svg) then click **Edit**. This opens the Builder experience for the report where you can make changes.
7. When you're done making changes, click **Run** to run the report.
8. Click **Save** when you're done.

## Edit report from a p**ersonal dashboard**

1. From the Reports page, click **Create a Report** and pick any dataset.
2. To the right of the Builder, click the **folder** icon.
3. Click My Folder (standard folder icon).![Navigation menu displaying folder options with 'My Folder' highlighted for selection.](https://cdn.us.document360.io/7047b671-c4f2-4df0-bb0a-b9b511fd2452/Images/Documentation/click my folder.png)
4. Click the personal dashboard where the report is saved. ![Folder view showing dashboards with highlighted 'Conversation Events - Quick' option.](https://cdn.us.document360.io/7047b671-c4f2-4df0-bb0a-b9b511fd2452/Images/Documentation/click dash from my folder.png)
5. On the top right corner of the screen, click![](https://cdn.us.document360.io/7047b671-c4f2-4df0-bb0a-b9b511fd2452/Images/Documentation/kebab-icon-vertical.svg)next to the folder icon, then click **Edit dashboard**. This opens edit mode for all reports (tiles) in the personal dashboard.
6. Hover over the report (tile) you want to edit, click![](https://cdn.us.document360.io/7047b671-c4f2-4df0-bb0a-b9b511fd2452/Images/Documentation/kebab-icon-vertical.svg)then **Edit**. This opens the Builder experience for the report where you can make your changes.
7. When you're done making changes, click **Run** to run the report.
8. Click **Save**.

## Delete report

> [!CAUTION]
> Deleted reports can't be restored
> 
> Make sure you no longer need the report before you delete it.

### Delete report from a dashboard

![](https://cdn.us.document360.io/7047b671-c4f2-4df0-bb0a-b9b511fd2452/Images/Documentation/delete-report-from-dashboard.gif)

1. From the **Reports** page, click**Create a Report**and select any dataset.
2. 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.
3. Select the dashboard from the list of shared (My Folder) or personal (Group) dashboards.
4. On the top right corner of the screen, click ![](https://cdn.us.document360.io/7047b671-c4f2-4df0-bb0a-b9b511fd2452/Images/Documentation/kebab-icon-vertical.svg)next to the folder icon, then click **Edit dashboard**.
5. Find the report you want to delete. Hover over the report (tile), then click ![](https://cdn.us.document360.io/7047b671-c4f2-4df0-bb0a-b9b511fd2452/Images/Documentation/kebab-icon-vertical.svg)then **Delete**.
6. Click **Save**.

### Delete dashboard

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

1. From the **Reports** page, click**Create a Report**and select any dataset.
2. 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.
3. Select the dashboard from the list of shared (My Folder) or personal (Group) dashboards.
4. On the top right corner of the screen, click ![](https://cdn.us.document360.io/7047b671-c4f2-4df0-bb0a-b9b511fd2452/Images/Documentation/kebab-icon-vertical.svg)next to the folder icon, then click **Move to trash**.
5. 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

1. From the Reports page, click**Create a Report**and select any dataset.
2. 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.
3. Select the dashboard from the list of shared (My Folder) or personal (Group) dashboards.
4. Click![](https://cdn.us.document360.io/7047b671-c4f2-4df0-bb0a-b9b511fd2452/Images/Documentation/kebab-icon-vertical.svg)on the right side of the page when the dashboard opens, then click **Edit dashboard**.
5. Double-click the name of the report (tile) and enter a new name.
6. Click **Save**.

### Rename dashboard

1. From the Reports page, click**Create a Report**and select any dataset.
2. 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.
3. On the top right corner of the screen, click![](https://cdn.us.document360.io/7047b671-c4f2-4df0-bb0a-b9b511fd2452/Images/Documentation/kebab-icon-vertical.svg)next to the folder icon, then click **Edit dashboard**.
4. Double-click the current dashboard name on the top left and enter a new name.
5. 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**

[Embedded content](https://fast.wistia.net/embed/iframe/5doin01c08?web_component=true&seo=false&videoFoam=false)

- 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.

> [!NOTE]
> 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.

[Embedded content](https://fast.wistia.net/embed/iframe/cpk3j59lum?web_component=true&seo=false&videoFoam=false)

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

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

> [!WARNING]
> “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.

Users assigned the **Team Manager** or **Administrator** roles can contact [Gladly Support](https://help.gladly.com/product-docs/pages/en/contact-gladly-support-team). Log into Gladly as one of these roles, click![hamburger-menu-icon(1)](https://cdn.us.document360.io/7047b671-c4f2-4df0-bb0a-b9b511fd2452/Images/Documentation/hamburger-menu-icon(1).svg)on the top-left corner, then click **Contact Gladly Support**. Gladly Support's primary operating hours are Monday through Friday, 6 AM to 6 PM Pacific Time, but you can submit a request anytime.

- Please select the correct business impact (P1 to P4).
- Most requests should be sent as a P4.