If you want to duplicate a board or report, you can easily do so.
- Navigate to Boards or Reports
- Find the board or report you want to duplicate
- Click the Duplicate icon
- Adjust the settings in the pop-up window
- Rename your board or report
- Optionally update the selected period
- Set the required filters
- Click Save
If you save the board or report without making any changes, it will be saved with the original name, followed by '(copy)'. Therefore, remember to update the title, time period, and filters as needed.
If you select another time period and have the 'Inherit from board' option chosen for your widgets, the board or report will automatically update with data from the new time period.When duplicating a board or report, only you will have access to the new board. Remember to share it.If filters have been applied to the integration itself for each widget, make sure to adjust them if necessary so the data aligns with your new board.
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