Skip to main content
Eptura Knowledge Center

Copy and Rename a Dashboard

Data Analyst

You can copy an existing dashboard if you want to create a variation.

  1. Navigate the folders to the dashboard you want to copy.
  2. Click the More Actions image2020-9-30_16-10-44.pngicon.

image2020-10-1_13-30-54.png

3.  Click Copy...

The Copy Dashboard dialog displays.

image2020-9-30_16-11-31.png

4. Either select the shared folder or your personal folder.

5. Click the OK button.

The dashboard is copied to the folder. We recommend that you rename the dashboard before you alter it.

7. For the copied dashboard, click the More Actions image2020-9-30_16-10-44.pngicon.

8. Click Rename...

image2020-9-30_16-14-7.png

The Rename Dashboard dialog displays.

9. In the Name field, enter the new dashboard name.

10. Click the OK button.