Back to Kantata.com Blog Tour Status

Copy Tabs to an Insights Dashboard

Copy tabs between Insights dashboards to easily clone all the reports, filters, and other elements in a tab.

 
User Permissions Needed: Account Administrator, Reports Viewer With Cost, Reports Viewer
Insights Permissions: Can Edit

TIP

To copy tabs from a standard Insights dashboard, first clone the standard dashboard, then copy tabs from the clone.

  1. Select Insights from the left-hand nav, then select the custom dashboard that contains the tab you want to copy to another dashboard.
    Select_a_custom_dashboard.png
  2. Below the dashboard name, click Advanced Editor.
    Click_Advanced_Editor.png
  3. You'll receive a confirmation dialog alerting you that the Advanced Editor is for experienced Insights users. To continue, click OK.
  4. The Advanced Editor will display the custom dashboard. Click the Settings (“ ”) icon, then select Edit.
    Click_Edit__AE_.png
  5. Select the More (“ ”) icon beside the name of the tab you want to copy.
  6. Select Copy To and select a dashboard to copy the tab to.
    Select_Copy_To.png
    You’ll see a message confirming that the tab was copied to the dashboard. Note that you won’t be moved to the other dashboard.
  7. Click Save to exit the dashboard editor.
    Click_Save.png

Related articles

Created on