Copy Dashboard

Dashboards can be copied by users with permission to create dashboards. When copying a dashboard, only the widgets that the user has permission to view are copied.

Note: Dashboards that have been published cannot be copied.

To access Dashboards, go to Reports > Dashboards.

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Dashboard - Create Grants the ability to create a dashboard of one or more graphical standard reports and/or charts that can be saved and refreshed at-will to update the results on an ongoing basis. User must also have permission for at least one of the standard reports that are designated for use in dashboards, or for a Reporting 2.0 report with chart that has been published to Dashboards. If a user does not have permission to view a report type, the user cannot add that report type to the dashboard. Reports - Dashboards

Copy Dashboard

To copy a dashboard:

  1. Click the Copy link in the Options drop-down on the Dashboards page. This opens the copy dashboard page.
  2. Click anywhere in the title row to edit the title, up to 500 characters. The "(Copy)" text can be removed. This is not a required field.
  3. Click anywhere in the description row to modify the description, up to 1000 characters. This is not a required field.
  4. Click Add Widget to add more widgets to the dashboard. See Dashboards - Add Dashboard. for detailed information about adding widgets to a dashboard.
  5. Hover over any of the existing widgets to Delete, Edit, or Copy the widget or to View Details. These options are available from the arrow icon that appears when you hover over the widget.
  6. Click Save to save the changes to the dashboard. Or, click Cancel to cancel copying the dashboard.

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