Duplicate a Custom Dashboard
Need a similar dashboard with slight modifications? Duplicate it! Here's how:
Go to your custom dashboard.
Click on the Options menu.
Select Duplicate.
Your duplicated dashboard will appear in the list with [copy] after the name. This is a one-time action—any changes you make to one dashboard won't affect the other.
Export a Custom Dashboard to PDF
Share your insights easily by exporting your dashboard to a PDF file:
Open the custom dashboard you wish to export.
Click on the Options menu.
Select Export to PDF.
⚠️ Note: Data formatting (e.g., K€, M€) is not retained in the PDF; numbers will be displayed in their raw form (e.g., 1000, 1000000).
Delete a Custom Dashboard
To remove a dashboard you no longer need:
Navigate to the custom dashboard.
Click on the Options menu.
Select Delete.
⚠️ Caution: Deletion is permanent and cannot be undone. Please be sure before you delete a dashboard!
Understanding Data Formatting
For clarity and readability, you can adjust how data is displayed in your dashboards, including data precision and formatting.
💡 Tips
Custom dashboards can include charts, counters, tabs, or notes—mix and match to suit your needs.
To access all features of custom dashboards, consider subscribing to the full version.
FAQ ❓
Is duplicating a dashboard the same as duplicating it to another entity?
No, duplicating a dashboard creates a copy within the same entity. To duplicate to another entity, contact the support team via chat.