---
schema_version: "1"
id: 2a1459df0769d7b077d800ef9fbed7dd7d17bddd9ec8fb1a5914d50581b3e745
title: Preserve and Share CRM Analytics Dashboard Views in a Collection
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_home_collection_share_views.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_home_collection_share_views.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 6f4c5e48fdf6ebfb2886838402f4472cff5ce9f5bfebe0dd64a8e51cbc532521
description: Create dashboard views with selected filters and options then add them to your collections to share a specific view of the dashboard with others.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Preserve and Share CRM Analytics Dashboard Views in a Collection

Create dashboard views with selected filters and options then add them to your collections to share a specific view of the dashboard with others.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in Salesforce Classic and Lightning Experience.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with CRM Analytics, which is available for an extra cost in <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions. Also available in <strong>Developer</strong> Edition.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d153920e47">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d153920e47 ">To manage a collection:</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d153920e47 ">Use CRM Analytics</td>
          </tr>
        </tbody>
      </table>

1. Open a dashboard.
2. Make selections or change dashboard filters to get the view of the data you want.
3. Click the **Add to Collection** button.
    
    ![Add to Collection button.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_home_collections_view.png)
4. Select the view you want to add to the collection: **Default** adds the dashboard in its original form—without filters or menu selections, **Current View** adds the dashboard view with applied filters and options.
5. Select one or more collections or click **Create Collection** to start a new one.
6. Click **Save**.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/images/icon_note.png)

Note Updates to the dashboard definition, such as changes to the layout, widget, or query, are reflected in the dashboard view with exception of the following.

- If initial filter selections are changed the selections aren’t reflected if a user navigates to the dashboard through a dashboard view from a collection.
- A similar behavior can be expected when a dashboard component’s default landing page is updated.