Copy Custom Dashboards
- 27 May 2025
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Copy Custom Dashboards
- Updated On 27 May 2025
- 1 Minute To Read
- Print
- DarkLight
- PDF
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Whatfix enables you to create a copy of an existing Custom Dashboard. Copy an existing Custom Dashboard to add new Insights or customize Insights differently. This process minimizes time and effort by avoiding the need to create an entirely new Custom Dashboard to visualize updated parameters.
There are two ways to copy a Custom Dashboard:
Copy a Custom Dashboard from the listing page
Copy a Custom Dashboard from within the Dashboard
Copy a Custom Dashboard from the listing page
Use the following steps to copy a Custom Dashboard from the listing page:
On the Whatfix Analytics dashboard, click Dashboards.
Hover your cursor over the Custom Dashboard you want to copy, and then click the More icon.
Click Make a copy.
Note:
Whatfix creates a copy of the Custom Dashboard as Copy of [Dashboard name]. Access the copied Dashboard from the Dashboards listing page.
Copying a Custom Dashboard copies all the tabs within the Dashboard.
Copy a Custom Dashboard from within the Dashboard
Use the following steps to copy a Custom Dashboard from within the Dashboard:
On the Whatfix Analytics dashboard, click Dashboard.
Click the Custom Dashboard you want to copy.
Click Edit.
Click the Menu icon.
Click Duplicate.
Note:
Whatfix creates a copy of the Custom Dashboard as Copy Of [Dashboard name] and opens it in a new tab.
Copying a Custom Dashboard copies all tabs within the Dashboard.
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