Copy a Dashboard


Dashboards allow you to view multiple ad-hoc views or reports in a single, integrated view.

Public Dashboards have been created for certain modules, including NDIS and CHSP and are available to CommunityBI systems linked to CDS databases with the required data. These public dashboards contain a range of information to help you analyse your captured data.

If you wish to edit a public dashboard, or make a copy of an existing dashboard, follow the instructions below.




Step 1. Log in to your Community BI system (refer to Logging In for further information).

The homepage is displayed

Home Page


Step 2. Click on the View drop-down menu


Step 3. Click on the Repository link

Select Repository


Step 4. View the folders on the left-hand side



Step 5. Navigate to the required dashboard.


Public CHSP


Step 6. Right Click on the required dashboard

Right Click


Step 7. Select Copy


Step 8. Navigate to the required folder.

Tip: If you are copying a public dashboard, you must paste 
the dashboard into your organisation's folders.




Step 9.  Click Paste

Click Paste


The dashboard has been added to the new folder


Pasted Dashboard


If you wish to make a copy of a dashboard within your organisation’s folders, you may choose to copy it to the same location.

In this case, the dashboard will be renamed with a number at the end.


Copied Dashboard


Further Information

For further information on dashboards, please refer to the following articles:




Updated on January 24, 2019

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