Note: This article features content related to Analytics. Analytics will only be accessible until August 17th, 2026.
In Insights, the Share button opens a window to determine which users you wish to share the report with. This Share button is only available after your query or dashboard has been saved. Sharing does not generate a URL, as direct URLs are not available for Insights.
Sharing Workbooks
Open a saved workbook and select the Share button.
As the owner of the workbook, you have the ability to share this with others at your institution. It's important to note that only user accounts that have accessed Insights can have a workbook shared with them. That means even if someone has permissions to access or manage analytics, they still won't appear as someone to share the workbook until they open Insights. Someone who has accessed Analytics is referred to as an embed user.
Select Share with users or groups to look up who you can send this workbook to.
Select Viewer to modify the permissions that the users can have:
- Viewer: View dashboard (you can use the settings to allow them to view the workbook as well).
- Editor: Edit dashboard & workbook
- Manager: Edit dashboard & workbook & manage permissions.
Select Settings on the bottom left of the box to open up additional settings. Each option is defined and explained here, select Access if you want to go back to your share options.
Copying a query tab to another workbook
It may be helpful to copy a query from one workbook to another. In order to do this, select the dropdown arrow in the lower-left side of the screen. Then choose Copy to...
A prompt will appear to Copy to existing workbook. You can either manually highlight and copy the query ID or you can select Copy Query ID to automatically copy the ID.
After you open another workbook, you can select Edit and Import Tab...
This open a prompt and you can paste the query ID, select Import. The tab will be added to this workbook.
For more foundational knowledge on Insights, please refer to Analytics: The Art of Reporting and for overall reporting guidance, Getting Started with Reporting on Handshake.
Note: you will need both Analytics: Access and Manage permissions in order to view, save, and share reports. If you do not have these permissions, please reach out to your team's Handshake administrator to request access.