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 |
- Find the dashboard on the Analytics tab or Dashboard tab.
- Select the Move row level action.
- 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.
- After selecting the target folder, click Select.
The dashboard is saved to the specified folder.