Duplicating an Analytics Dashboard

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Modified on: Tue, 6 Dec, 2022 at 1:56 PM

Duplicating is a great option if there is an existing dashboard containing many of the charts you may want to use. One use case for this is that you may have all the charts needed for your reporting in the Default dashboard. However, the By Date charts in the default dashboard are set to show data points daily. If you also need to report monthly or quarterly, you can duplicate your default dashboard and then change the frequency of data points of the By Date charts to weekly or monthly. 

When duplicating a dashboard, you must select the coverage you want to analyse.

Finding & Filtering Coverage for a New Duplicate Dashboard:

To get started with creating a Duplicate Analytics Dashboard,

1. Select the coverage you want to include in the analytics dashboard. You can check clips individually or select all of the clips using the checkbox above the coverage clips.
2. Click the Analysis button on the upper right-hand side of your screen.

Click the New Dashboard button.

Once that button is selected, a popup will appear that will enable you to:

1. Enter the name of your new dashboard.
2. Turn the toggle on to duplicate an existing dashboard.
3. Select the dashboard you want to duplicate.
4. Click Create.

Once that button is selected, a popup will appear that will enable you to:

1. Enter the name of your new dashboard.
2. Turn the toggle on if you want to create your new dashboard as a duplicate of an existing one. Else, leave the toggle turned off if you want to create a dashboard from scratch.
3. If you duplicate a dashboard, select the dashboard you want to duplicate.
4. Click Create.

Creating a New Dashboard as a Duplicate:

If you have opted to create your new dashboard as a duplicate of an existing one, the new dashboard will automatically appear with its new name.

1. And all of the charts in the existing dashboard you chose to duplicate. At this point, you may have additional modifications you want to make, such as adding/removing individual charts or changing the name or other related chart attributes. Clicking the gear icons.
2. It will enable you to make changes at the Dashboard, Section, and individual Chart levels. You can learn more about specific modifications that can be made to a Dashboard in the subsequent sections of this document or by Clicking here to learn about making modifications to Sections and Individual charts.