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Conga Support

Duplicating a Shared Dashboard

This page applies to: Conga Contracts
This page applies to: BI Toolbox Module

You need the BI Tool permission to duplicate a dashboard, whether it is a dashboard you created or one that was shared with you.  Duplicating a dashboard allows you to quickly create a new dashboard that has many of the same elements as an existing dashboard, and then edit it to meet your specific needs.

     If your edits to the duplicated dashboard include adding/removing any of the original fields in the dashboard's analysis or visual analysis, any chart or table will automatically be removed. Therefore, it is recommended you use the chart or table in the original dashboard as a model to create a new chart/table for your duplicated dashboard.

1.  Click Reports in the Navigation Toolbar, and select the BI Toolbox link in the menu.

2.  In the Home screen, locate the Dashboard you want to duplicate, and click its link.

BI DupDashboard.png

3.  In the screen named for the dashboard, click Icon Duplicate.gif, located to the right of the dashboard name, and click Duplicate.

4.  Click OK in the confirmation prompt, and then click OK in the Done prompt.

5.  Click Icon Home.gif to return to the Home screen, and click the My Items links.

6.  Locate the duplicated dashboard, which displays as a link at the top of the list with the name: Copy of [Dashboard Name] and contains a Icon Dashboard.png icon.

7.  (Optional) Click on the dashboard link to display it, and then edit the dashboard to customize it.