Copy a dashboard

If, for example, you want to reconfigure one of the widgets of a certain dashboard according to your needs, you can copy that dashboard, instead of creating one.

Tip You can create as many dashboards as you want without affecting the performance of Collibra.

Prerequisites

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

Steps

  1. On the main menu, click .
  2. On the dashboard bar, click → Save as.
  3. Enter the required information.
    FieldDescription
    NameThe name of the dashboard.
    Description

    The description of the dashboard.

    Sharing options

    Options that determine who can view the dashboard:

    • Public: All users.
    • Private: Only you.
    • Share with specific roles, groups & users:
      • Roles: Only the selected roles.
      • Groups: Only the selected groups.
      • Users: Only the selected users.
    Promote

    Options that determine how and where the dashboard appears:

    • Default: As the first page when you sign in to Collibra.
    • Pin: As a tab on the dashboard bar when you sign in to Collibra.
  4. Click Save.

What's next?

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