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Copying a Dashboard

You can copy a dashboard by either selecting the Create A Copy hyperlink from a Dashboard Template, or by using the Copy button within the Dashboard Options dialog.

To copy a dashboard from Dashboard Options:

  1. Select Dashboard Options from the dashboard drop-down.
  2. Highlight the dashboard you want to copy.
  3. Select Copy.
  4. Click Modify to change the Name, Description, and Category of the copy, and Save.
  5. Click OK to select the copied dashboard and make changes to the gadgets on it.

To create a copy of a dashboard template:

  1. Make sure the dashboard you want to copy is displayed on your workspace.
  2. Select Create a copy. The Dashboard Details dialog box is displayed. The default naming convention for the copied dashboard is Copy of [copied dashboard name].
  3. Update the Name, Description and Category of the new dashboard. Note: The layout type (Fixed or Flexible) automatically copies the layout type from the source dashboard and cannot be changed.
  4. Select OK. The copied dashboard is displayed on your workspace. It is also available from your list of personal dashboards via the dashboard drop-down list.

An Info Manager or System Administrator can clone dashboard templates and user dashboards from Dashboard Templates.

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See Also:

Selecting a Dashboard

Setting a Default Dashboard

Creating a Dashboard from a Template

Creating a New Dashboard

Modifying Dashboard Details

Deleting a Dashboard