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How to Duplicate, Move & Share Dashboards
How to Duplicate, Move & Share Dashboards
Michael Gimingham avatar
Written by Michael Gimingham
Updated over a week ago

In Insights, you might have created your own custom dashboards and want to move them amongst the team in terms of who can access them!

Important to note: Any reports in your personal folder will always only be visible to you πŸ§‘β€πŸ’Ό

In the event that you might want the entire team to have access to a report you built πŸ‘©β€πŸ’ΌπŸ‘¨β€πŸ’ΌπŸ§‘πŸ»β€πŸ’» you would make use of the below function (3 dots) when you are in that dashboard to open up a series of options and choose "Move to Shared"

This is ultimately how you would move a report to the Shared Folder where it becomes visible to all users and of course, yourself as well but now instead of in your personal folder, it simply lives there.

Now, let's talk about the other ways you can use Dashboard Duplicate and Share! This game-changing functionality allows you to effortlessly copy and distribute dashboards across your organization πŸŽ‰πŸ“Š

Imagine this scenario: You really like our Strategy by Property dashboard, which offers valuable insights. However, you want to make it even more impactful for your weekly RevMax meetings. With Dashboard Duplicate and Share, you can easily copy the dashboard and customize it to include the breakdowns and filters you need. πŸš€πŸ”

If you do however get stuck at any point, please do reach out to our awesome Customer Success Team via the chat so that they can assist you further.

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