In Insights, you can share saved workbooks with other users at your institution, copy links to dashboards shared with your school, and copy query tabs between workbooks.
Before you begin
- You need both Analytics: Access and Manage permissions to view, save, and share reports. If you don’t have them, contact your institution’s Handshake administrator.
- Save your query or dashboard before sharing it.
- Only the workbook’s owner can share it. Recipients must have opened Insights at least once to appear as available users, even if they already have reporting permissions.
Share a report
1. Open a saved workbook, then click the Share button in the upper-right corner.
2. In the Share with users or groups field, type the name of the staff member you want to share the workbook with.
3. Select Viewer to choose the recipients’ permissions:
- Viewer: View the dashboard. You can also allow workbook viewing through the sharing settings.
- Editor: Edit the dashboard and workbook.
- Manager: Edit the dashboard and workbook, and manage permissions.
Note: If Missing required access appears when you select a sharing role, one or more selected staff members or groups lack the access required for that role.