Copy an Insights dashboard

When you copy a dashboard, you create a new analysis from the copied dashboard. You can then collaborate on it by sharing the new analysis with other people. For example, you can preserve a production version of the dashboard, while also developing or testing a new version of it.

Prerequisites

  • You have the Insights Author license.

  • You have at least one of these permissions:

    • View Analytics Data
    • View Classic WFM Data
    • View QM Data
    • View WFM Data
  • You have the Create Content permission.
  • You have co-owner access or Save as privileges for the dashboard you want to copy.

Page location

Insights > Dashboards > Click a dashboard

Procedure

Copy a dashboard

  1. Click Save as (the floppy disk icon at the upper-right corner of the page). The Save as analysis window opens.
  2. Enter the name for the copy in the Analysis name field.
  3. Click Save. The dashboard you copied opens as an analysis. From here, you can edit the new analysis and share it with other people. See Publish an Insights dashboard.

Related topics