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Duplicate bespoke Dashboards

  • 10 November 2022
  • 3 replies
  • 14 views
M

I would like to be able to duplicate a bespoke report Dashboard as a template for another Dashboard.

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Best answer by Michelle from Copper 10 November 2022, 18:03

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Michelle from Copper
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Userlevel 7
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Hi @MV ken, thanks for posting! We already have the ability to save a copy of an existing Dashboard. From there, you can edit the copy as much as you need.

To do this, open your Dashboard and click on the three dots icon in the top right. If you don’t see it, you might need to make your window bigger. You’ll see an option for “Save as new” which will allow you to save a copy of the Dashboard.

 

Does that address your request here? Let me know!

- Michelle from Copper
M

Hi Michelle,

Well that's easy!  

Thanks for getting back to me. 

Ken

Michelle from Copper
Rank
Userlevel 7
Badge +7

@MV ken excellent! I’m going to convert this thread into a Question so that others can find it easily if they’re looking for this feature. Definitely feel free to post any other questions or ideas that come up!

- Michelle from Copper

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