Duplicating / Sharing Dashboards (INSIGHTS)

Quickly and easily duplicate or share standard dashboards with both internal and external users.
Note: You can only share with other INSIGHTS users

Click on the links below for more information: Set up Admin & Users (INSIGHTS) List of Dashboards/Reports (INSIGHTS) Terms and Filters (INSIGHTS) Filtering with Dashboard & Widgets (INSIGHTS) Bookmark/Save Filters (INSIGHTS) Interacting with Dashboard & Widgets (INSIGHTS) Downloading and Printing (INSIGHTS) Report Manager: Sending Reports (INSIGHTS) Activate Users for BOLD Analyze Reports (INSIGHTS) List of BOLD Analyze Reports List of Standard Reports List of Business Intelligence (BI) Reports If you don't have access to INSIGHTS, please reach out to your Account Manager.

CHAPTERS Duplicate Dashboard Rename Duplicated Dashboard Delete Dashboards Webinar

Duplicate Dashboard

Duplicate/Copies can be made of Dashboards that already have been duplicated/copied.
Note: Bookmark Filters will not be copied.

• Click here for information on Bookmark Filters
• Click here for information on sending/sharing Dashboards

1. Go to the Dashboard that you want to copy
   
   
   
   
2. Hover over the name of the Dashboard
3. Click on the 3 dots icon
4. Click on Duplicate
   
   
   
   
5. The copied Dashboard will appear at the bottom of the list of Dashboards
   
   

Rename Duplicated Dashboard

If you make a copy of a Dashboard, we suggest renaming it.

1. Hover over the copy of the Dashboard
2. Click on the 3 dots icon and click Rename
   
   
   
   
3. The current name of the Dashboard will be highlighted
   
   
   
   
4. Type in a new name for the Dashboard
5. Click on the Green check icon
   
   
   
   
6. Notice the Dashboard name has now been updated.
   
   
   
   
   

Duplicated Dashboard - Other Features

1. 
   Click Duplicate when the three dots in a duplicated dashboard is selected
   
   
   
2. 
   You can Rename the duplicate of the duplicated Dashboard to serve any of your needs like renaming for a different Client or time period etc. e.g. as below
   
   
   
   
3. 
   If the duplicated dashboard, is not required, it can be deleted by clicking Delete.
   
   
4. 
   The duplicated dashboard can also be shared.  Clicking Share will open this menu
   
   After selecting a recipient for the duplicated dashboard, that recipient can be granted to View, Design or be made Owner of the duplicated dashboard, as shown below or deleted as needed.
   
   
   
   
5. 
   The duplicated dashboard can be downloaded as a pdf or image, to be shared for any internal or external recipients.

Delete Dashboards

1. Go to the duplicated Dashboard to be removed
2. Hover over the name of the Dashboard
3. Click on the 3 dots icon and click Delete
   
   
   
   
4. Click on the Green Check icon
   
   

Webinar

Video and PDF versions of the Duplicating, Sharing, and Email Scheduling INSIGHTS Dashboards Webinar are available:

Webinar: Duplicating, Sharing, and Email Scheduling INSIGHTS Dashboards