Duplicating Dashboards in NextOS Analytics

Create a copy of an existing dashboard and begin editing it immediately to create another custom dashboard.

  1. Visit nextiva.com, and click Client Login to log in to NextOS.
  2. From the NextOS Home Page, select Analytics
  3. In the left navigation panel, click Dashboards, then select Dashboard Builder.
  4. In the Dashboard Builder view, click the Ellipsis (…) icon corresponding to the desired dashboard, then select Duplicate.

Duplicate Option

 

  1. On the copy of the dashboard, rename it by clicking the Pencil icon in the breadcrumbs at the top of the dashboard preview page.

Pencil Icon

 

  1. In the text box, modify the name, then click Okay.
  2. Edit the dashboard. For information on modifying the report element, click here. For information on modifying the metric tile element, click here.

NOTE: Save changes before configuring the dashboard settings.

Need additional help? Click here.

Was this article helpful?

How can we help you?
Our team is ready to answer any questions you may have.
Joe D. | with Nextiva since 2018
Kelly B. | with Nextiva since 2017
Sarah N. | with Nextiva since 2017
General support Number transfers

Don't need live help? Submit a ticket instead.