Copying an Insights dashboard

If you have co-owner access or Save as privileges on an existing dashboard, you can copy it. To do this, create a new analysis from the dashboard and then create a new dashboard from the analysis that you copied.

After you save the original dashboard as a new analysis, you can collaborate on it by sharing the new analysis with other users. For example, you can use this workflow to preserve a production version of the dashboard, while also developing or testing a new version of it.

To copy a dashboard

  1. Choose Dashboards from the start page.

  2. Open the dashboard that you want to duplicate.

  3. At upper right, choose Save As, and then enter a name for the new analysis. When you save an existing dashboard using Save As, it creates an analysis based on the dashboard.

    NOTE   If you can't see Save as, check with your administrator that you have the right permissions.

  4. (Optional) Make changes to the new analysis.

  5. (Optional) Share the analysis with other users so you can collaborate on changes. All users who have access can make changes to the new analysis.

    To share the analysis with other users, choose Share from the top right corner of the page, and then choose Share analysis.

  6. (Optional) Create a new dashboard with your changes to the new analysis by choosing Share, and then choosing Publish Dashboard.

For more information, see the following: