Creating and cloning dashboards

Apart from the default dashboard that may be set for your user role or for your organization, you can create your own dashboard and add your own widgets. You can also clone a dashboard to quickly create a copy of an existing dashboard and its widgets.

1On the Home page, click the action menu and select New Dashboard. Image depicting a new Dashboard menu on the home page.

2In the New Dashboard dialog box, enter the following dashboard properties:

Property	Description
Name	Required. Title of the dashboard as you want it to appear on the home page. The field can contain a maximum of 30 characters.
Description	Description of the dashboard. The field can contain a maximum of 500 characters.
Set as Default	Use the Set as Default check box to set the new dashboard as your default dashboard. When you set a dashboard as default, then it takes precedence over other dashboards set as default for your user role or for your organization. This dashboard appears as your primary default dashboard. For more information, see Sharing dashboards.

Image depicting a New Dashboard dialog box.

3Click Create, to save the new dashboard.

4To create a duplicate of an existing dashboard and copy all the widgets, go to the dashboard, click the action menu, and select Clone This Dashboard.

As the creator of the dashboard, you don't need any additional permission or privilege to modify or delete the dashboard. You can modify or delete the dashboard that you create. You cannot, however, modify or delete the system dashboard or any dashboard that a Super Admin user has configured as the default dashboard.