Copying and customizing an out-of-the-box dashboard

As a reporting administrator or editor, copy and customize an out-of-the-box dashboard according to your requirements.

Related topics

Creating-and-customizing-dashboards

Roles-and-permissions

To copy and customize a dashboard

You can copy any out-of-the-box dashboards and make your changes to the copied dashboards.

  1. Open the dashboard that you want to copy.
  2. Click the Dashboard Settings icon dashboard_settings_icon.png.
  3. Click Save as.
  4. In the Dashboard name field, add a name for your dashboard. 
  5. In the Folder field, select a folder for the dashboard.
    You cannot create a folder from this dialog box. To create a folder:
    1. From the navigation menu menu_icon.png, click Dashboards.
    2.  Click New > New Folder.
    3. In the Folder name field, add a name and click Create.
  6. If you want to copy the tags from this dashboard, select Copy tags.
    TipsWhen you copy the dashboard containing a dashboard link with the tag condition as shown in the following image, the new custom dashboard appears as a link on the original dashboard. If you do not want the new dashboard link on the original dashboard, do one of the following: 
    • Disable the Copy tags option.
    • Remove the specific tags that do not interest you before saving the new dashboard. 
    dashboards_with_links_213.png
  7. Make the required changes.
    For details, see Configuring-dashboards-with-additional-customizations.
  8. Save the changes.

 

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