Save and share dashboards

You can save modified dashboards and visualizations to view later and share with other users.

Before you begin:

Have the Analytics Creator role.

To complete this task:

1. Select the ellipsis () in the top-right corner of the visualization, and then select Explore From Here.

2. Modify the visualization and select Run.

3. To download this information in TXT, XLSX, CSV, JSON, HTML, MD, or PNG format, select the gear icon and select Download.

4. To save the visualization to view later, select the gear icon () at the top of the page, and select Save as a Look.

   Your saved visualizations are available from the four square icon (), under the personal tab ().

5. To save the visualization to a dashboard to your own personal space:

   a. Select the gear icon at the top of the page, and select Save to Dashboard.

   b. Enter a title for your dashboard.

   c. Select the personal tab.

   d. Select Save to Dashboard.

   Your saved dashboard is available from My Personal Dashboards.

6. To save the visualization to a shared space that is available to your organization:

   a. Select the gear icon at the top of the page, and select Save to Dashboard.

   b. Enter a title for your visualization.

   c. Select the Group tab.

   d. Select the New Dashboard button in the bottom-right corner.

   e. Enter a name for your dashboard.

   f. Select OK.

   g. Select Save to Dashboard.

   Your saved dashboard is available from My Organization's Dashboards.

   You can select the share icon in the bottom-right corner of each dashboard to share a link to the dashboard. You have the option to copy the link to your clipboard or to send the link by email, which opens your email client.