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How to Unpublish a Report or Dashboard

Jennifer Trower Updated by Jennifer Trower

Read Time: 4 mins

Unpublishing returns a report to a single user's profile as an editable copy. It is the standard way to get a personal, customizable version of a published dashboard without affecting other users.

This article will help you to resolve accidentally published reports or to get an editable copy of a shared dashboard.

Prerequisites

To request an unpublish, you must know:

  1. Your Sonar instance hostname (for example, yourcompany.sonar.software).
  2. The dashboard ID of the report.
  3. The target user ID.
  4. The target user's username and email.

Permissions

Unpublishing is not a user-controllable action and is not gated by role permissions or report licenses. Per Sonar's published behavior, dashboards cannot be unpublished at the user level. All unpublish requests must be submitted through Sonar support.

This applies regardless of whether the requester is a Super Admin, has an Editor report license, or holds any other elevated permission.

The target user who will receive the unpublished copy must have:

  1. Permission Details
    1. View generated FCC Form 477 reports: allows you to generate a FCC Form 477 report.
    2. Create a FCC Form 477 report: allows you to create a FCC Form 477 report.
    3. View account reports: allows you to view account-category reports (delinquency, churn, account status).
    4. View financial reports: allows you to view financial-category reports (Aged Receivables, Invoiced Revenue, Daily Payments, Disbursements).
  2. A Viewer or Editor license if they need to filter, drill into, or modify the unpublished report
If you're a Super Admin, you already have full access to view reports, but you still cannot perform an unpublish directly; submit the request through support like any other user.

What Unpublish Means

Publishing a report makes it visible to multiple users in your instance. Unpublishing removes that access for one user at a time and returns a copy of the report to that user’s profile as an editable, personal version.

When a report is unpublished, only the creator or the user it was unpublished to can view and run the report.

Unpublishing does not:

  1. Delete the report
  2. Remove the report for other users
  3. Affect the original published version

When to Request an Unpublish

Situation What to Request
You accidentally published a report Unpublish back to the original user
You want a personal, editable copy of a team dashboard Unpublish a clone to your user profile
You want support to help adjust filters on your behalf Unpublish to the Sonar support user temporarily
Multiple users need their own editable copies Submit separate requests for each user

How to Submit an Unpublish Request

  1. Open a support ticket.
  2. Include all four required data points:
    1. Instance hostname.
    2. Dashboard ID (from the URL; for example, /reports/dashboard/44 = ID 44).
    3. Target user ID.
    4. Target user's username and email.
  3. Specify what you want:
    1. Unpublish the original (returns the existing dashboard to one user).
      Support typically does not unpublish cloned reports. Instead, you should create your own copy or clone of the report and save it with a new name. This allows you to edit and manage it as your own report.

      If multiple users need editable versions, each user should create and save their own copy under their own username.
  4. Support will process the request and confirm once complete.

Frequently Asked Questions

Does unpublishing remove the report for all users?

No. Unpublishing applies to one user at a time. Other users who had access to the published report will still see it.

Can I clone a published dashboard without removing the original?

Yes. The user can clone a published dashboard without removing or changing the original. The original dashboard remains published for everyone, and the user can create their own editable copy.

Can I unpublish a report to multiple users at once?

No. When a report is unpublished, only the owner or the user it is assigned to can view and run it. All other users will no longer have access to that unpublished version.

How long does an unpublish request take?

Most requests are processed within a single business day. Requests that require enabling a new instance in the unpublish tooling may take slightly longer.

Where will the unpublished report appear?

In the same reporting section it originally belonged to (for example, Financial Reporting for an Aged Receivables clone), visible only to the target user.

Can I undo an unpublish?

Yes. Submit a follow-up support ticket referencing the original request. Note that any edits made to the unpublished copy after delivery are preserved separately and will not be merged back into the published version.

Does the cloned dashboard inherit scheduled reports?

No. Scheduled deliveries are tied to the original dashboard. If you need the same schedule on your cloned dashboard, recreate it after the clone is delivered.

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