Copy a dashboard

If, for example, you like the configuration of a certain dashboard, but would like to reconfigure one of the widgets to better suit your needs, you can copy the dashboard, instead of creating a new one.

Tip You can create as many dashboards as you want without causing problems for Collibra's performance.

Prerequisites

You have a global role with the Manage your own Views, Dashboards, Search filters global permission, for example Sysadmin.

Steps

Tip 

The steps in this procedure are different for the classic and refreshed navigation.

  1. In the main menu, click .
    In the main menu, click Dashboard.
  2. In the view bar, click → Copy.
  3. In the dashboard toolbar, click → Save as
  4. Enter the required information.
    PropertyDescription
    NameThe name of the dashboard.
    Description

    A description of the dashboard.

    Sharing optionsOptions to keep the dashboard private or share it.
    Promote

    Options that determine the location of the dashboard tab.

    Default

    Open this dashboard by default.

    Pin

    Try to show this dashboard in the dashboard tab bar.

  5. Click Save.

What's next?

You can now edit the dashboard properties and widgets to suit your needs.