Copy a Dashboard

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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.

 

Instructions

 

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

Folders

 

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.

Folder

 

 

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:

 

 

 

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