Is there a way to copy an entire dashboard w/ reports?

elaine10
Tera Guru

Hi-

I have an existing shared dashboard that I have been asked to basically replicate into a new one and tweak all of the underlying reports to show different filtered versions.  When I choose to insert and stay on the dashboard I want to copy, I lose all of the associated reports and tabs in the new version, so the function is basically useless.  Am I missing something or can you not copy dashboards with all of the tabs and tab features underneath?  EDITED to say I'm using Jakarta, Patch 7.

Thanks,

Elaine  

1 ACCEPTED SOLUTION

Tracy Davis
Giga Guru

You should have a Duplicate Dashboard option. It's under the hamburger thing in the upper left corner. If you don't want to modify the existing reports though you'll need to open the reports, insert and save them then add the new reports to the dashboard.

Duplicating the dashboard should duplicate everything though.

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7 REPLIES 7

Tracy Davis
Giga Guru

You should have a Duplicate Dashboard option. It's under the hamburger thing in the upper left corner. If you don't want to modify the existing reports though you'll need to open the reports, insert and save them then add the new reports to the dashboard.

Duplicating the dashboard should duplicate everything though.

Thanks, Tracy, you just made my life a lot easier.  I was looking at the Dashboard table record.  I didn't even think to look at the Self-Service level for that.  Have a great day!

"Duplicating the dashboard should duplicate everything though." 

 

That statement is misleading. When you use the "Duplicate Dashboard" option it does NOT duplicate the reports associated with it, only the dashboard. Your paragraph before explains that, but the bottom statement contradicts what you said before. 

 

Details on this are located here:

 

https://docs.servicenow.com/bundle/geneva-performance-analytics-and-reporting/page/use/performance_analytics/task/t_ChangeDashboardProperties.html

 

The Duplicate states the following: Create a copy of the dashboard, with the name Copy of <name>. The copy contains all tabs and their content. Widgets are not copied, only widget links are copied.

Reports contained in dashboard are NOT duplicated in the copy