Copy Dashboards to other users

You can send a copy of your dashboards and data sources to other users. Unlike Dashboard Sharing, the copy physically creates these dashboards and data sources in the target user (s). After receiving dashboards copy, target users will import their own data into the copied data sources, as well as edit, delete, or create new dashboards. Important: There will be no further relation to the copied data sources and dashboards after copying. New copies may be made at any time but will not replace previous copies. There will always be new dashboards and data sources on the target.

Contents

Sending a copy to another user (s)

• Primeiramente...

• If your subscription already has the Send Copies feature enabled, clicking on the data sources will show a Send Copy option, as shown below:

• Clicking on this option will display the screen below. In this screen, select which dashboards you want to copy to another user and click Next;

• Na tela seguinte...

• After you enter the user who will receive the dashboards copy, click Send. A Message successfully sent alert will be displayed.

Gerenciando cópia(s)

• Para gerenciar...

• Clicking on this icon will display the following screen:

• Nesta tela...
  • Verificar as...
  • Verificar quais...
  • Verificar os detalhes...
  • Excluir uma cópia...
  • Visualizar o...

Accepting dashboards copy

• Quando você...

• Além disso...

File:Accept copies 2+en-US.png

• When you access this option, the following screen will appear:

• On this screen you can:
  • Accept or reject the copy;
  • Verify the copy details by clicking on the magnifying glass in the first column of the grid;
  • Check which user sent the copy and the date of the sending;

• When accessing the copy details (magnifying glass), the following screen will be displayed:

• This screen will display which dashboards have been copied to you, as well as the message that was reported at the sending time.

• When you accept the dashboards copy, the processing progress will be shown and the screen below will indicate that the dashboards have been copied at the end.

• Ao finalizar a tela...

Important:

• The copied dashboards do not display the settings defined on the Master Dashboard of the source user.
• The Data Source information will not be copied. The destination user must import their own data.