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Move Dashboards Between Folders in Lightning Experience

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Move Dashboards Between Folders in Lightning Experience

Move dashboards between folders to organize the dashboards and control access.

Required Editions

Available in: Lightning Experience
Available in: Essentials, Group (View Only), Professional, Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed

To create, edit, and delete public dashboard folders:

 Create Dashboard Folders
To move dashboards you created from one folder to another in Lightning Experience: Edit My Dashboards
To move dashboards you didn’t create from one folder to another in Lightning Experience: Manage Dashboards in Public Folders
  1. Find the dashboard on the Analytics tab or Dashboard tab.
  2. Select the Move row level action.
  3. Select the target folder or subfolder.
    • Search for folders by name, or select a folder on the left and scroll to find the target folder on the right.
    • To locate a subfolder, continue to navigate to the right.
    • To create a folder for the dashboard, click New Folder. Enter a name for the folder and click Save to create the folder and select it.
    • You can use the breadcrumb links above the search box to navigate back to parent folders.
    • When you select a folder, the Select button changes to include the folder name.
  4. After selecting the target folder, click Select.

The dashboard is saved to the specified folder.

 
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