Duplicate, export, or delete a dashboard
You can duplicate a dashboard, create a copy of a dashboard owned by another user, export a dashboard to Powerpoint, or delete it. In each case, you use the Export ▼ menu in the top right corner of the dashboard. You’ll need to be a dashboard owner to perform these actions.
You can duplicate a dashboard along with its data permissions and shared users if you want to create an exact copy to customize further.
To duplicate a dashboard:
- From the left sidebar, select Dashboards.
- On the Dashboards page, select the dashboard to duplicate.
- From the Export ▼ menu in the top right corner of the dashboard, select Duplicate.
- Select Duplicate. A copy of the dashboard is created.
You can duplicate a dashboard to a new owner, as long as you have ChartHop Org owner or Technical owner permissions. Learn more. One example of when you may want to do this is if the previous owner has left your org.
When you duplicate a dashboard to a new owner, previous owners are copied to the new dashboard, but non-owners are removed. The dashboard's available data is based on the new owner’s ChartHop permissions.
To duplicate a dashboard with a new owner:
- From the left sidebar, select Dashboards.
- On the Dashboards page, select the dashboard to clone.
- From the Export ▼ menu in the top right corner of the dashboard, select Duplicate with new owner.
- In the dialog that appears, search for the new owner to assign.
- Select Duplicate. A copy of the dashboard is assigned to the new owner.
You can export a dashboard as a Powerpoint file. When you export a dashboard, each section is displayed on a separate slide.
To export a dashboard:
- From the left sidebar, select Dashboards.
- On the Dashboards page, select the dashboard to export.
- In the top right corner of the dashboard, select Export.
- In the dialog that appears, select Download. A Powerpoint file is downloaded to your computer.
If you’re the owner of a dashboard, you can delete it from ChartHop. This action cannot be undone.
Be careful when deleting dashboards! In most cases, removing users from a dashboard is sufficient—and does not remove the dashboard.
To delete a dashboard:
- From the left sidebar, select Dashboards.
- On the Dashboards page, select the dashboard to delete.
- From the Export ▼ menu in the top right corner, select Delete.
- In the dialog that appears, type DELETE.
- Select the Delete button. The dashboard is deleted from ChartHop.
