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Copy Dashboard to other Projects?

  • September 20, 2022
  • 2 replies
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Is there away to copy a dashboard to another project without recreating the same dashboard for every project all over again?

Best answer by SheenaGreen

Hi @Cortney Ketchum ,

  1. Under “More” in the top-right corner of the dashboard, you will be able to select “Copy” to first copy the dashboard
  2. Click the ellipses (...) next to “Save Parameters” and select Projects
  3. Select the project to replace. 

  4. Go back to the ellipses and this time select “Save onto Charts”. You will then get an option to “Replace with Chart Copies”. Select this so the charts on the original dashboard you copied do not change.

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2 replies

SheenaGreen
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  • 60 replies
  • Answer
  • September 20, 2022

Hi @Cortney Ketchum ,

  1. Under “More” in the top-right corner of the dashboard, you will be able to select “Copy” to first copy the dashboard
  2. Click the ellipses (...) next to “Save Parameters” and select Projects
  3. Select the project to replace. 

  4. Go back to the ellipses and this time select “Save onto Charts”. You will then get an option to “Replace with Chart Copies”. Select this so the charts on the original dashboard you copied do not change.


SheenaGreen
Super Helper
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  • Super Helper
  • 60 replies
  • September 20, 2022

@Cortney Ketchum quick follow up - if you anticipate doing this frequently, you may want to consider using a template for future scalability.


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