Duplicate a dashboard

If there is a dashboard that you would like to make changes to while keeping the master copy (i.e. having a master copy showing company-wide data and a duplicate filtered to show one particular department), it may be helpful for you to duplicate the dashboard. There are two ways to duplicate a dashboard:


From the dashboards module:

  1. The first option is by clicking on your dashboards module on the left hand side of the screen. You can then click on the double-page copy icon on the right side of the dashboard you would like to duplicate.
    1. Upon clicking on the icon, you can rename your duplicated dashboard and then click “duplicate”.
  2. Once you have completed the above steps, you will then be directed to your newly duplicated dashboard.

From the dashboard itself:

  1. The second option to duplicate your dashboard is to access the dashboard you are wanting to duplicate > click on the three dots in the upper right corner > click “duplicate dashboard.”
  2. Upon clicking on the text, you can rename your duplicated dashboard by clicking into the text box. Click “duplicate” to create a copy.
  3. Once you have completed the above steps, you will then be directed to your newly duplicated dashboard.
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