The following procedure will guide you through the process of copying an existing dashboard and making changes within the CDP.
Step 1 Log into the CDP
Step 2 The Dashboard is the landing page
Step 3 To copy a dashboard, click the drop-down arrow and select the Dashboard to be copied
3.1 Click the Copy button located in the upper right-hand corner
3.2 Click the drop-down arrow in the Role box to select who will have access to the dashboard.
3.3 Customize the name to make it unique
3.4 Click the Save button
Step 4 Click the Manage button to change the assigned Role or Name.
Note: The manage button is only available for Dashboards that were created by users (non-default Dashboards).
4.1 Click the Save button if any changes are made
Note: The Dashboard Elements Report library is located on the right hand side of the Dashboard page. Click the purple horizontal arrow to expand and collapse the Dashboard Elements library.
Step 5 Add or remove reports as desired to the copied dashboard
5.1 Click the drop-down arrow in the Category box in order to isolate the list to display only those reports within a Dashboard Elements Category (optional)
5.2 Locate a report within the list and click the plus symbol to place it in the dashboard
Step 6 To resize the report, hover the mouse in the bottom right hand corner of the report widget, click and drag to the desired location
Step 7 To move the report to the desired location, click in the middle of the report widget, hold and drag to the desired location within the dashboard
Step 8 To remove a report from the dashboard, click on the X located in the upper right hand corner of the report widget.
Note: There is no Save button within the Dashboard creation/management space as the changes made will occur immediately and retain automatically.
Step 9 Once the new Dashboard has been created, clicking Manage again will allow you to select/verify the role which has access, and/or re-name the dashboard if desired.
Article Reference CDP603