Duplicating and Modifying Public Dashboards

Discover how to duplicate a public dashboard and transform it into your own custom dashboard

In Assisty, we provide a set of pre-built public dashboards that you can easily duplicate and customize to meet your specific reporting needs. Duplicating a public dashboard allows you to have a starting point for your own customized version, saving you time and effort. Let's explore how you can duplicate and modify public dashboards in Assisty:

1. Accessing Public Dashboards

• Go to the "Dashboards" section in Assisty.
• Browse through the available public dashboards listed in the dashboard library.

2. Duplicating a Public Dashboard

• Select a public dashboard that you want to duplicate.
• Click on the "Duplicate" or "Clone" button associated with the selected dashboard.
• A duplicate of the public dashboard will be created and added to your dashboard collection.

3. Modifying the Duplicated Dashboard

• Open the duplicated dashboard to start customizing it.
• Rearrange the cards, resize them, or remove any unwanted cards.
• Edit the settings of each card to display the desired metrics, visualizations, or data filters.
• Personalize the dashboard by adding your own logo, titles, or additional content.

4. Saving and Sharing the Modified Dashboard

• Once you've made the desired modifications to the duplicated dashboard, save your changes.
• Give your modified dashboard a meaningful name that reflects its purpose.
• Share your modified dashboard with other team members or stakeholders by providing them with access to view or edit the dashboard.

Updated on: 07/07/2023