How to move one or more library reports or dashboards

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Check Your Permission Level

1. To move on or more library reports or dashboard, the logged in user must have Modify permission. You can check if you are allowed to make changes by clicking on a folder and selecting Folder Menu

See if the Edit Folder, Add Folder, and Delete Folder buttons are accessible.

2. If the Folder Settings and Add Folder buttons are active, you have modify permission.

If you cannot access the Edit Folder and Add Folder buttons, reach out to your administrator for assistance.

Moving a single report or dashboard

1. Click on the Library button, which is found below the Dashboard button.

2. Choose between the Team or Private subsection.

3. Choose the folder you wish to access.

4. Locate the specific report or dashboard you wish to move.

5. Click on the three dots button located at the end of the report or dashboard listing

6. From the dropdown menu, select Move

7. Select the subsection, folder, and any desired sub-folder where you wish to relocate your report or 

Note: You can only move a report or dashboard to a folder the logged in user has a modify permission to it. However, you can always move it to your own private library.

8. Click Save & Apply

Double-check if your move was successful. Do this by clicking on the new folder or sub-folder where you chose to move the report or dashboard.

Moving a multiple report or dashboard at once

1. Locate the reports or dashboards you wish to move.

2. Once you have located the reports or dashboards you wish to move, click on the boxes found at the start of each report

3. Click on the move button

4. Select the subsection, folder, and any desired sub-folder where you wish to relocate your reports or dashboards    

Note: You can only move reports or dashboards to a folder the logged in user has a modify permission to it. However, you can always move it to your own private library.

5. Click Save & Apply

Double-check if your move was successful. Do this by clicking on the new folder or sub-folder where you chose to move the reports or dashboards.

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And there you have it! You now know how to move a single report or multiple ones at the same time!