Re: Add a Group

Its_Sagnic · ‎01-07-2026

Hi @IndranilG ,

Please follow the steps below to add group to an exhisting dashboard.

Step 1: Add the Reports to the Dashboard

Open your Dashboard: Navigate to Self-Service > Dashboards and select the dashboard you wish to edit.
Enter Edit Mode: Click the Edit (pencil icon) button in the upper right corner.
Select Reports: Click Add Widgets, then select the Reports category.
Find Your Reports: Use the search bar to find the specific reports that belong to your group. You can search by report name or look under the "Group" category if they are categorized that way.
Place on Dashboard: Drag and drop each report onto the dashboard canvas in your preferred layout.
Save: Click Save to finalize the arrangement.

Step 2: Share the Dashboard with the Group

To ensure members of your group can see these reports on the dashboard, you must grant them permission:

Open Sharing Settings: Click the Share icon (network/lock symbol) in the dashboard header.
Add Your Group: In the "To" field, type the name of the existing Group you want to give access to.
Set Permissions: Select Can read (for viewing only) or Can edit (if you want them to modify it).
Invite/Save: Click Invite or Save to apply the changes.

Please mark it as helpful if you find the solution helpful for you..

Regards,

Sagnic