Talkdesk Explore™ allows users to duplicate custom reports and dashboards with a single click. This feature enables teams to iterate on data visualizations quickly and efficiently, eliminating the need to build them from scratch.
Duplicating a Custom Report or Dashboard
The duplication process is identical for both reports and dashboards. To create a copy, follow these steps:
- Locate the custom report or dashboard on the Explore landing page. Ensure it is listed under the “My reports” or “My dashboards” category.
- Open the specific report or dashboard you wish to duplicate.
- Click the Duplicate button located in the top actions bar.
- In the pop-up window, enter a name for your duplicated report/dashboard.
- Click Duplicate to confirm.
Note: The duplicated version will be saved immediately and can be found on your "My Reports” or ”My Dashboards" landing page.
Duplicating Shared Content
Users can duplicate a report or dashboard they have previously shared with others. However, sharing permissions are not inherited.
The process remains the same as outlined above, with one key difference: a message appears to inform the user that the duplicated version does not retain the original's sharing settings.
Note: The duplicated version is private by default and accessible only to the creator. To share the new version, users must manually configure new sharing permissions.
Notes:
- This feature is exclusive to customers with a license that includes Create function for Reporting.
- Duplication is available for both Custom Reports and Custom Dashboards.
- The duplicated version will retain all data filters and configurations from the original.
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Once duplicated, the new dashboard or report supports all standard Explore actions applicable to reports/dashboards:
- Edit
- Download
- Send
- Schedule
- Delete
For more information, please visit our Talkdesk Explore documentation.