Report Controls

Share via Templates

Templates let you share Dashboards, Segments, and Custom Reports. When you share, you share only the settings for that item--you do not share any data.

To share a dashboard:

Click Share in the Action Bar.

Click Share Dashboard to make the dashboard available to all other users in that view.

Click Share Template Link to generate a URL you can copy and send to other users or host in a document or on a site.

To share your customization of an Advanced Segment:

In the management page for a view, click Assets > Segments, then click share for the segment whose customization you want to share.

Copy and paste the link in an email, chat, or document, and then share as necessary.

To share the settings for a custom report:

Click the Customization tab, then from the Actions menu for a report, select Share.

You are presented with a link just as you are when you share an advanced segment.

Copy and paste the link in an email, chat, or document, and then share as necessary.

When you click the link to a customization, you are directed to log in to Analytics. Upon login, you are then directed to choose the Analytics view into which you want to import the customization settings.

When the import has completed, you are then directed to that customization.

Notes

Templates contain no data from your reports, views, or web properties. However, they do contain the full definitions of your customizations, so be careful not to share customization that contain sensitive definitions.

The URLs for templates are permanent. Even if you delete the original dashboard, advanced segment, or custom report, you can still open the URL and use the settings to create new customizations.

The settings available from the template link are not updated when you update the original dashboard, advanced segment, or custom report. Each time you want to share new customization settings, you need to repeat the sharing process.