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 right-hand side of your screen and select “Duplicate.“
![](https://kb-cms.pipedriveassets.com/duplication%206.jpg)
You‘ll see a pop-up with the options to edit the duplicate report’s name, section and dashboard.
![](https://kb-cms.pipedriveassets.com/duplication%205.jpg)
Once you save the changes, the new duplicated report is opened 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 my reports.“
![](https://kb-cms.pipedriveassets.com/duplication%204.jpg)
You‘ll see the same pop-up and customizing 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.“
![](https://kb-cms.pipedriveassets.com/duplication%203.jpg)
You‘ll see a pop-up with the options to edit the name and dashboard(s) for the duplicated goal.
![](https://kb-cms.pipedriveassets.com/duplication%202.jpg)
Once you save the changes, the new duplicated goal will be opened automatically.
Duplicate dashboards
To duplicate a dashboard you’ve created, click the “...“ button on the right-hand side of your screen and select “Duplicate.“
![](https://kb-cms.pipedriveassets.com/duplication%201.jpg)
You‘ll see a pop-up with the options to edit the name and section for the duplicated dashboard.
![](https://kb-cms.pipedriveassets.com/duplication%208.jpg)
Once you save the changes, the new duplicated dashboard is opened automatically.
Shared dashboards
To duplicate a dashboard someone else created and shared with you, click the “...“ button on the right-hand side of your screen and select “Duplicate to your dashboards.“
![](https://kb-cms.pipedriveassets.com/duplication%207.jpg)
You‘ll see a pop-up with options to edit the duplicated dashboard’s name, section and the duplicated reports’ placement.
![](https://kb-cms.pipedriveassets.com/Screenshot%202023-03-21%20at%2017.25.08.png)
Once you save the changes, the new duplicated dashboard is opened automatically.
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