Cloning dashboard charts and item views

Clone, or duplicate, a dashboard chart or item view when you need to add a new chart similar to an existing one on the same dashboard page or on a different page.

If you need to use a chart or item view in a different Hansoft database or on a different Hansoft server, you can save it as a template and then add it to a dashboard page in the other location. See Saving dashboard chart and item view templates. You can also save entire dashboard pages as templates. See Saving dashboard page templates.

Note:  You can only clone a chart or item view if you are the owner. See Transferring dashboard chart and item view ownership.

1. Click Dashboards.

The Dashboards area opens.

2. Click the tab for the page that contains the chart or item view.

3. Mouse over the chart or item view, click , and select Clone.

To clone the chart or item view to a different dashboard page, select Clone to page. Select a page in the Available pages list and click > to add it to the Clone to list. Use the Find field to search for a page. Click OK.

The chart or item view is cloned. You can rename the chart or item view and edit the settings. See Renaming dashboard charts and item views and Editing dashboard charts and item views.