Copy an existing dashboard

Follow this guide to create a copy of an existing dashboard in Humanforce Analytics so you can customise it without changing the original.

Pre-built dashboards cannot be edited directly. To customise a dashboard, you must first create your own copy.

Steps

1. Navigate to the dashboard you want to copy.

2. Click More options (three horizontal dots) in the top right corner of the dashboard.

3. Select Make a copy.

4. Enter a Name for the new dashboard (required).

5. (Optional) Enter a Description.

6. Click Save.

The copied dashboard will open automatically. You can now edit the dashboard and its visualisations.

Additional information

• This feature is only available in the Analytics Pro product tier.

• Your copied dashboard is independent of the original. Changes you make will not affect the pre-built version.