📝 Edit Ability for Dashboards and Reports

What is Edit Ability?

With Edit Ability, company admins can update existing dashboards and reports and save the updated version - either for their own future use, or with the rest of their team.

Edit Ability is different from Explore Mode, which only enables admins to bookmark an updated dashboard or report for their own future use. For more information about Explore Mode, read the support article here.

When would I use Edit Ability vs. Explore Mode?

Action	Explore Ability	Edit Ability
Update default dashboards and reports	✅	✅
Save updated version for own future use	✅ (create a saved view)	✅ (save in My Documents)
Save updated version with rest of team	⛔	✅
Access raw data powering dashboard/report	⛔	✅

How do I turn on Edit Ability?

Please speak with your partner success manager. They will be able to turn on the Edit Ability feature flag. Please note that admins have Explore Ability by default, and a feature flag update is needed to use Edit Ability.

How do I edit a workbook (dashboard or report) with Edit Ability?

Click the Explore toggle and make any desired updates to the dashboard or report. Once the Explore toggle is clicked, click on any tile or filter, and the related menu will appear on the right hand side of the screen.

Example edit menu for a data visualization:

Example edit menu for a report:

How do I save a workbook for only my own future use?

Click “Save As” from the bottom right-hand corner of the screen. A popup will appear from which you can select where you want to save the customized version of the dashboard or report. If you want the customized version to only be available to you, save it in the “My documents” folder.

How do I share a saved workbook with my team?

Click “Save As.” A popup will appear from which you can select where you want to save the customized version of the dashboard or report. If you want the customized version to only be available to you, navigate to Workspaces > click the subfolder (will be labelled with the name of your company). You can save the workbook directly in that subfolder, or create additional folders. Anything saved in this workspace will be accessible by everyone on your team with Edit Ability.

If you had previously saved the workbook in “My documents” and want it to now be accessible to your team, open the folder structure from the bottom left of the workbook, select “Move”, and navigate to the desired folder.