How To Duplicate Dashboards

Do you have a great Dashboard built, but now you need to build a copy with a slight alteration (like a change in Location or Title filter)? No need to start over! You can just Duplicate the Dashboard to make a new copy and then make the changes you need.

This is a great way to make reports specific to a group or Workers or Locations. You can also use this feature to duplicate the Default SiteDocs Dashboardsand customize them to your exact needs. 

1. Select the "Options" button either in the top right corner of your Dashboard or next to the name of the Dashboard in the left-hand Dashboard menu.
   
   
   
   
2. Select "Duplicate" in the Options Menu. This will create a new Dashboard that you can customize.