Navigate and open the report or dashboard you want to make a copy of. In the upper right side click the down arrow next to subscribe to reveal more options Select “Save As” option Enter the name of your new dashboard and the Folder you will want to save this report
Full Answer
How do I clone a dashboard in Salesforce?
How we clone a dashboard in Salesforce? How we clone a dashboard in Salesforce? Navigate to an existing Dashboard. Give the new Dashboard a new Name. Edit your Components as needed.
What is Salesforce dashboard?
Salesforce dashboard is one of the biggest unique selling point of the product. Apart from the default dashboards that come with the service, Salesforce developers have also provided several add on th Salesforce dashboard.
How do I make a copy of a report or dashboard?
Navigate and open the report or dashboard you want to make a copy of. In the upper right side click the down arrow next to subscribe to reveal more options The default is “Copy Of [Current Report/Dashboard Name]” and the folder you are working in. Click blue Create button to finish the copy.
Can I export a chart or entire dashboard?
Although it isn't possible to export a single chart or entire dashboard using the "Export" or "Printable View" buttons, there are a number of workarounds outlined below. This allows users with access to dashboards to post static dashboard component image to Chatter Feeds.
How do I export data from Salesforce dashboard?
From Reports, next to the report you want to export, click Export. If you set the “Do not save encrypted pages to disk. Instead, save the exported report to your computer, and then open it in Excel.
How do I copy an existing dashboard in Salesforce?
How to Clone and Delete a Dashboard in SalesforceOpen the dashboard you want to clone.Click Clone. Salesforce creates a copy of the dashboard.Click Save.Enter a descriptive name for the new dashboard.Click Save or Save & Run.
How do you copy a dashboard?
Copy the dashboardFrom the dashboard page, select More actions and then select Copy Dashboard. ... Enter a Name and Description for the new dashboard. ... Select Create. ... Open each widget as needed to verify or modify the configuration.
How do I drill down a dashboard in Salesforce?
To drill down into a report:Run a report that includes at least one-row grouping.On the report run page, select checkboxes for the particular values that you want to drill in to. ... Click Drill Down. ... The primary row group for your report is preselected in the Group by field. ... Click Apply.
How do I clone an existing report in Salesforce?
0:011:00How to Clone a Report in Salesforce Lightning - YouTubeYouTubeStart of suggested clipEnd of suggested clipClick into it. Hit the drop down arrow in the top right corner. And then click save as. And that'sMoreClick into it. Hit the drop down arrow in the top right corner. And then click save as. And that's it that's how you make a copy and clone your report you can give it a new name a new description.
Can you copy reports in Salesforce?
Open the report that you want to clone. From the dropdown options (as shown in the screenshot), select “Clone report” This will create a copy of the report. In the copy, make any changes needed in the name of the report, filter conditions or any other properties.
How do I copy a dashboard to another folder?
To duplicate all dashboards in a folder, just select the folder. The folder's dashboards will be duplicated to the root of the Navigation pane. The new dashboards appear in the Navigation pane highlighted in yellow, which fades out after a few seconds. Click once again to hide the checkboxes.
How do I copy a service now dashboard?
ProcedureLog in to the instance, with an account that has the permissions to view the dashboard to be copied.Click the Contextual menu on the dashboard screen. ... From the pop-up menu that appears, select the option titled Duplicate Dashboard.The copy will be created and displayed on the form.
How do I clone a dashboard in Jira?
Choose the Jira icon ( or ) > Dashboards. Click ••• and: Create dashboard to create a blank dashboard. Copy Dashboard to create a copy of the dashboard you're currently viewing.
How do I convert a dashboard to a dynamic dashboard in Salesforce?
From the Dashboards tab, create a new dashboard or edit an existing one. next to the View dashboard as field. Note If you don't have “Manage Dynamic Dashboards” permission, enter a running user and skip to the final step. Enter “*” to see all available users.
Where are dashboard stored in Salesforce?
The dashboard is stored in someone Private folder.
How do I upload a screenshot to dashboard feed?
To clear the hover menu, click an empty part of the screen. In Salesforce Classic: Choose where you want your snapshot to appear. To show it in a dashboard, click Post Snapshot to Dashboard Feed. To show it to a user or group, click Post Snapshot to User or Group Feed.
What is a Salesforce Dashboard?
A Salesforce dashboard is an abstraction over reports. To clarify, it needs at least a report to pull its data from. Salesforce dashboard can be also based on multiple reports too. In addition, Salesforce provides granular control over who has access to viewing specific dashboards and reports. Then, sharing is accomplished through folders.
How to create a Salesforce dashboard
So you have your plan, you know your audience, the data they need to see, and roughly how you want your dashboard to look. Now it’s time to put it all together.
Salesforce Dashboard Unique Tips
As with all things Salesforce, there are tips, tricks as well as features to take it to the next level. Here’s a quick collection of some.
The best Salesforce Dashboard list
The primary purpose of this dashboard is to motivate your sales employees by adding a competitive spirit to their day to day work. The dashboards display the current top salesman by revenue. Above all, the main focus of this dashboard is sales performance and in helping, sales managers keep close control over their teams.
Conclusion
Dashboards are incredibly flexible and powerful. They can also be incredibly time consuming and at times a bit difficult to understand exactly how to get the right source reports to provide the data you want to display. I recommend that you go into your dashboard projects with your eyes wide open.