Share custom dashboards and report templates ↗

Note: Sharing of custom dashboards, report templates, and widgets must be enabled by your administrator. For more information, see Manage access to objects.

By default, all new custom dashboards and report templates are Restricted and visible only to you (the Owner). Once created, you can share them with specific users or groups, or make it Public to all authorized users.

Widget sharing behaves differently to dashboards and reports, for more information see Access to widgets.

Open share settings

In the Dashboard Manager or the Report Templates tab, locate your item, right-click its name, and select Share.

Update your visibility settings

• To share globally: Under General access, change the setting to Public so all authorized users in your organization can view it.
• To share selectively: Keep the status as Restricted, add specific users or groups, and assign them a role (Viewer or Editor).

Save your changes

Click Share to apply your settings.