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How to Share Reports & Dashboards in Performance Analytics

Power Users Can Share Reports and Dashboards in Performance Analytics

Ashley Larson avatar
Written by Ashley Larson
Updated over 3 weeks ago

Power Users have the ability to share custom-created assets as well as edited Reports and Dashboards with other users within their account. There are two ways a user can share a report or dashboard in Performance Analytics:

Within the Report (or Dashboard)

Step

Instruction

Image

1

First, save your report by clicking on REPORT HOME (Dashboards have the File drop down menu) and select Create Personal View.

2

Rename the report and click OK to save.

3

Now that the report is saved, click on REPORT HOME (Dashboards have the File drop down menu) and click on Save As.

4

Click on the drop down menu and select the Shared Reports folder.

5

Next, click on the Shared Dashboards folder.

6

Rename the report or dashboard and edit the description to your liking. Then click OK to save it into the Shared Dashboards folder for all to access.

7

The report or dashboard will now be located in the Shared Dashboards folder for all under your company account to access.

💡Users cannot edit your original report or dashboard that you save to the Shared Dashboards folder. If they make modifications, they can save it to their own personal folder.

💡If you save to the Shared Reports folder, only Power Users will be able to access it there.

At the Folder Level

Step

Instruction

Image

1

Locate the saved report or dashboard in it's respective folder (Ex: My Reports folder), right-click on it, and select Copy.

2

Click on the drop down menu and select Shared Reports.

3

Click on Shared Dashboards.

4

Rename the report or dashboard and edit the description to your liking. Then click OK to save it into the Shared Dashboards folder for all to access.

5

The report or dashboard will now be located in the Shared Dashboards folder for all under your company account to access.

💡Users cannot edit your original report or dashboard that you save to the Shared Dashboards folder. If they make modifications, they can save it to their own personal folder.

💡If you save to the Shared Reports folder, only Power Users will be able to access it there.


⛑️ SPS Analytics Support

If you have any additional questions regarding Performance Analytics Report & Dashboard changes, please reach out to our Analytics Support team at:

☎️ 888-739-3232, Option 2

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