Insight reports are private when you create them. You can share the report with your team to show them the transcripts you found and the search criteria you used, and allow them to analyse the selected transcripts. Sharing the report will move it out of your private reports tab and into the shared reports tab.
Shared reports can't be made private again. If you want to move a shared report back to private, make a private copy of the report and then delete the shared one.
You need an administrator or publisher role in your team to share an insight report.
To share a report:
- Click Improve in the left navigation, then click Insight Reports.
- Click the report you want to share.
- Make sure the Reporting period and Interaction filter are complete.
- Click Move to Shared.
- Click Continue moving to confirm.