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How to copy a dashboard

You can easily copy an existing dashboard and reuse all its settings to define a new dashboard.

  1. Open the dashboard settings. Click the dashboard Edit icon.

    Dashboard Edit icon

  2. Copy the dashboard. Click the Copy button to create a copy of the dashboard.

    Copy button in the dashboard settings

  3. Find the new dashboard. A new dashboard is created, named after the original one with “– new” appended.

  4. Rename the dashboard. Change the title of the new dashboard as needed.

  5. Set the org. unit and responsible people. Select the organization unit and the responsible people for the new dashboard.

  6. Choose where to display it. Set Where to display (a location) and choose the folder of your org. structure where the new dashboard should be saved.

  7. Save the dashboard. Click Save & Return.

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