Cloning an Insights Dashboard

Available in: Enterprise and Premier

Overview

One way to get more out of Insights is to clone a standard dashboard. It makes a copy of its tabs and corresponding reports, allowing them to be customized to better suit your business. The standard dashboard stays the same, meaning that any changes made to the clone only impact the clone.

Step-by-Step

How to Clone a Standard Dashboard

1. From the left-hand nav, go to Settings > Insights. 
2. Click the Clone (“ ”) icon next to the dashboard you want to copy.
3. Scroll to the bottom of the Custom list, and find your newly cloned dashboard, which is the name of the original dashboard followed by "Clone."
4. Give it a new, relevant name, and then click the Navigate to Report (“ ”) button.

To make changes, such as reorder tabs, add or remove tabs, or add and remove reports, see our article on customizing a cloned Insights dashboard.

Related Articles:

• Insights Glossary & Reference Guide
• Insights Attributes, Metrics, and Filters
• Insights Overview
• Insights Settings
  • Dashboards tab
  • Access Groups tab
  • Insights Details Panel
• Insights Advanced Editor
• Insights Scheduled Data Exporter
• Ways to Categorize Non-Billable Time

Standard Dashboards

• Utilization Dashboard
• Time & Expense Admin Dashboard
• Staffing & Capacity Dashboard
• Project Health Dashboard
• Project Detail Dashboard
• Fees Dashboard
• Fees (legacy) Dashboard
• Resourcing
• Margin & Cost
• Scorecards Dashboard

Step-by-Step:

• Create a New Dashboard
• Create a New Insights Access Group
• Add a Dashboard to an Insights Access Group
• Assigning an Account Member to an Insights Access Group
• Cloning an Insights Dashboard
• Customizing a Cloned Insights Dashboard