Skip to main content

Duplicate a dashboard

How to make full, partial or linked copies of dashboards

Written by Tom Williams

Any dashboard - from your personal collection or shared with you - can be duplicated. Keypup proposes several duplication options based on your use case.

How to duplicate a dashboard

You can duplicate a dashboard from the following sections:

1. From a dashboard: Click on the more menu (...) at the top right, then select Duplicate dashboard.
​

​

2. From your collections: Click on the more menu (...) then select Duplicate.

Dashboard duplicate options

When duplicating a dashboard, you can choose between several options:

Copy type

  • Full copy (default) - Creates an independent dashboard with its own layout and insights. Changes to the copy do not affect the original, and vice versa.

  • Linked copy - Creates a dashboard that stays in sync with the source dashboard's layout and insights. Only the name, icon, and dashboard-wide filters are independent. This is useful when you want the same dashboard content but with different filter presets (e.g., one per team or project). See the Linked copies section below for more details.

What actions to perform on insights

This option is only available for full copies. Linked copies always reference the source dashboard's insights directly.

  • Duplicate all insights - Creates new copies of each insight, so you can make changes without impacting the original dashboard and insights.

  • Keep the original insights - References the same insights on both the original and copied dashboards. If any changes are made to an insight on the dashboard copy, they will be reflected on the original dashboard too.

Note: If you choose to keep the original insights on a shared dashboard, you will keep the same level of permissions on the insights. As an Editor, making changes to an insight will impact any dashboard it belongs to, including the original dashboard you copied. As a Viewer, you will not be able to make any changes to the insights, although you are the owner of the dashboard.

Who to share the dashboard with

  • Duplicate the permissions so the same users have access to the dashboard copy.

  • Make the copy private to keep the copy personal, which you can share afterward.

Linked copies

A linked copy is a dashboard that delegates its layout and insights to a source dashboard.

The source dashboard acts as the single source of truth for the dashboard structure - any layout or insight changes made on the source are automatically reflected on all of its linked copies.

What you can customize on a linked copy

  • Dashboard name and icon

  • Dashboard-wide filters and their values

  • Sharing and permissions

What stays in sync with the source

  • Layout (position and size of insights on the grid)

  • Insights and their configuration

  • Decorators (separators, text boxes)

Identifying a linked copy

When viewing a linked copy, a link indicator is displayed in the top bar showing the name of the source dashboard. Clicking on it navigates to the source.

Deleting a source dashboard

Deleting a dashboard that has linked copies will also delete all of its linked copies. A warning is displayed before deletion, showing how many linked copies will be affected.

Typical use cases

  • Team-specific views - Create one source dashboard with the full layout, then create linked copies with different filter presets for each team or project.

  • Shared templates - Maintain a single dashboard structure that multiple users can view with their own filter settings.

  • Consistent reporting - Ensure all stakeholders see the same insights and layout while allowing individual filter customization.


​

Did this answer your question?