You can use the Duplicate Dashboard option from the hamburger button to create a copy of the dashboard
You can navigate to Dashboard Administration and rename the dashboard there.
Hi @Fredy Voke ,
As you want to Duplicate a Dashboard.
you can follow below steps.
Navigate to the dashboard which you want to dupicate.
click on the hamburger/context meny icon of the dashboard.
To change the name of your duplicate Dashboard you can use either the dashboard properties button from dashboard context menu or you can use dashboard administration as well
1. Click on the Dashboard properties and It will navigate to the form were you can change its name.
2. You can go to Dashboard Administration module, search for the duplicate dashboard and modify the name.
If my responce helps you Please mark my answer as helpful or solution @Fredy Voke .
Thanks & Regards.
S. Lakshmikanth Gupta.
Hi @Fredy Voke ,
As you said you want make the things in the dashboard, they are called widgets.
1. To make the changes to the widget you can follow below steps @Fredy Voke .
first step is open the dashboard and select on this configuration icon (top-right thrid icon)
Then hoverover the widget which you want to edit
you can see an edit widget Icon.
if you want you can use any of the available editing options
if you want table level filters such as queries for the widget you can click on edit content icon on the widget.
It will open the report for that particular widget.
if you want to add any sort of filters or queries for the report you can add them by selecting on this filter icon @Fredy Voke .
2. Instead of editing existing widgets and you want to make a copy of it, then you can select on "insert and Stay" of this report
then it will create a new report and chnage the title of the report as per your requirement and you can see the option to share your newly created report to dashboard, which is available at share option.
Select this option and add you newly copied report to add it your new duplicate dashboard @Fredy Voke.
These steps will help you in achieveing your requirement @Fredy Voke , if my answer helps you in assisting your requirement please mark it as helpful/accepted solution @Fredy Voke.
Thanks & Regards,
S. Lakshmikanth Gupta.
You can use the Duplicate Dashboard option from the hamburger button to create a copy of the dashboard
Hi SanjivMeher, I already did the duplicate but I have I have been looking for the "Edit" button so I can at least Rename the dashboard and do insert and stay afterwards. But I can not get to see all that. pls assist if you do not mind, Thanks
Find attach a screenshot below
