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:
- 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.
- Upon clicking on the icon, you can rename your duplicated dashboard and then click “duplicate”.
- Upon clicking on the icon, you can rename your duplicated dashboard and then click “duplicate”.
- Once you have completed the above steps, you will then be directed to your newly duplicated dashboard.
From the dashboard itself:
- 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.”
- Upon clicking on the text, you can rename your duplicated dashboard by clicking into the text box. Click “duplicate” to create a copy.
- Once you have completed the above steps, you will then be directed to your newly duplicated dashboard.