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Insights Classic: Copy Tabs to a 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


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

  1. In the left navigation, hover over Insights, then select the Custom dashboard that contains the tab you want to copy to another dashboard.
  2. Below the dashboard name, click Open in Advanced Editor.
  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.
  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.
    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.

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