Insights: duplication
Instead of creating manual copies of your Insights reports, goals or dashboards, you can use the duplication feature and save yourself time.
Duplicate reports
To duplicate a report you’ve created, click the “...” button on the top-right side of your screen and select “Duplicate.”
You‘ll see a pop-up with the options to edit the duplicate report’s title, folder and dashboard.
After you save the changes, the new duplicated report will open automatically.
Shared reports
To duplicate a report someone else created and shared with you, click the “...” button on the right-hand side of your screen and select “Duplicate to your reports.”
You‘ll see the same pop-up and customization options.
Duplicate goals
The options to duplicate goals depend on your permissions:
Global admin users | Every goal, including goals set by other admins. |
Team managers | Their own goals plus the goals of all their team members. |
Regular users | Goals they created for themselves. |
To duplicate a goal, click the “...” button on the right-hand side of your screen and select “Duplicate.”
You‘ll see a pop-up with the options to edit the name and dashboard(s) for the duplicated goal.
After you save the changes, the new duplicated goal will open automatically.
Duplicate dashboards
To duplicate a dashboard you created, click the “...” button on the right-hand side of your screen and select “Duplicate.”
You‘ll see a pop-up with options to edit the title and folder for the duplicated dashboard.
After you save the changes, the new duplicated dashboard will open automatically.
Shared dashboards
To duplicate a dashboard someone else created and shared with you, click the “...” button at the top-right side of your screen and select “Duplicate to your dashboards.”
You‘ll see a pop-up with options to edit the duplicated dashboard’s title, dashboard and reports folder.
After you save the changes, the new duplicated dashboard will open automatically.
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