Introduction
DataRails offers a powerful feature that allows users to clone dashboards and widgets. This cloning capability is especially beneficial when you have a dashboard or widget that is close to what you need but requires slight tweaks. Instead of creating a new dashboard or widget from the beginning, you can simply clone and modify the existing one. This article provides a step-by-step guide on how to utilize this feature.

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1. Cloning a Dashboard

Step-by-step Process:

1. Locate the Desired Dashboard
   Begin by navigating to the dashboard you wish to clone.

2. Initiate the Cloning Process
   Click on 'Edit' on your chosen dashboard. This action will make an exact duplicate of the entire dashboard, placing it in a separate dashboard space.

3. Verify the Cloned Dashboard
   To view your cloned dashboard:

   • Navigate to the dashboard overview page by selecting 'See All Dashboards'.
   • In this section, you will notice a copy of the dashboard you've cloned. It should appear identical to the original one.

2. Cloning a Widget

Step-by-step Process:

1. Locate the Desired Widget
   Begin by navigating to the widget you wish to clone.

2. Initiate the Cloning Process

   • Click 'Edit' on your chosen widget.
   • Now, select 'Copy To'. This function lets you either make a duplicate within the present dashboard or move it to another dashboard you have permissions to access.

3. Modify the Cloned Widget
   Once you've cloned the widget, you'll automatically be taken to the edit space. Here, you can introduce any necessary modifications to the widget as per your requirements.

Conclusion:
The cloning feature in DataRails is designed to optimize your reporting process. With the ability to quickly replicate and adjust dashboards and widgets, you save precious time and maintain consistency throughout your reports. Utilize this feature to efficiently create variations of your reports without the need to start anew.

Updated September 13, 2023 06:47