Copy a Dashboard

Copying a dashboard allows you to:

• Create and then modify a new version of a dashboard that has been shared with you, without modifying the configuration of the original version.
• Copy a private dashboard, and then share the copied version, to ensure the original dashboard can easily be recovered, should any user inadvertently edit or delete the shared version.

To copy a custom dashboard, navigate to IQ; you will land on the Home page by default.

• In the left-side navigation menu, click on Dashboards

  

• On the Dashboard menu located on the leftside, under Custom, you will see a list of custom dashboards that were created under your organization. 

  

• Click on the custom dashboard that you would like to copy.
• Open the dashboard editor by clicking on the triple-dot menu above the dashboard, and then click on Copy.

• Enter the dashboard name - you will want to use a name that describes the dashboard. For example, you could include the program name. E.g. Merchandising Audit.
• Select the Sharing settings, which include:
  • Private: The dashboard will only be visible to you
  • Public: The dashboard will be visible to all users across your organization, and can be edited by other users with IQ Advanced Settings access
  • User: The dashboard will be visible only to the individual user(s) you select, and can be edited by other users with IQ Advanced Settings access
  • Group: The dashboard will be visible only to the user group(s) you select, and can be edited by other users with IQ Advanced Settings access

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We recommend you set it to private until you've finished configuring the dashboard.

Should you choose to change this later, you can also edit these settings in in the dashboard settings.

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