Change a Report from Personal to Group

  • Updated

Who this feature is for

  • Dashboard users who are responsible for reporting or analyzing data
  • Dashboard users who hold an Insights creator seat / license

 

Video Overview

 

How to change a report from Personal to Group

A personal report can only be viewed and edited by the user who created it. To make it accessible to other Insights users in your company, you'll need to change it to a group report.

1. Go to Insights > All Insights 

2. Click on Type > select Personal

3. Open the appropriate report

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4. Click on the three-dot-menu ⋮ at the top-right > Edit dashboard

5. Click on the three-dot-menu ⋮ within the dashboard > Edit

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6. Click on the settings icon > Save > To an existing dashboard

7. Select Group > New Dashboard OR select an existing dashboard > Save to Dashboard 

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8. Once redirected to the Edit page, click on the dashboard link found in the green notification bar. This will take you to the dashboard where your report is now saved.

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