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.

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 Edit.
  3. From the down arrow of the Save dashboard button, click Save as copy.
    copy dashboard
  4. In the Title 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​​​​​, 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.
    Information
    Tips
    When you copy a dashboard and select the Copy tags option, the copied (child) dashboard inherits the same tags as the original dashboard. As a result, a link to the copied dashboard appears on the original dashboard when tag‑based dashboard links are used.If you do not want the copied dashboard to appear as a link on the original dashboard, do one of the following:
    • Disable the Copy tags option while copying the dashboard.
    • Remove the specific tags that you do not want from the copied dashboard before saving it. 
    copy dashboard with tags
  7. Make the required changes.
    For details, see Configuring-dashboards-with-additional-customizations.
  8. Save the changes.

 

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BMC Helix Dashboards 26.2