Associate dashboards with a master template dashboard | Community
Skip to main content
Level 4
Aug 3, 2012 6:06 AM UTC
New

Associate dashboards with a master template dashboard

I often find I need to create the many of the same dashboards with different segments applied to each. SiteCatalyst has a pretty good process in place for the inital set-up of such dashboards. I create my "master" dashboard, then apply the required segments and save each individual dashboard. Job done. However if I then want to go back and change all dashboards I have 2 options. 1) I can edit each individual dashboard or 2) I can edit the master dashboard and re save each dashboard again applying the segments as I go. Both of these options seem a little long winded especially when you have 50+ dashboards of this nature. So it would be great if we could associate these dashboards to a master dashboard and they reflect any change made to the master dashboard. Might be an edge case but I am sure I am not the only one who finds this type of dashboard building very time consuming.

3 replies

Urs_Boller
New Participant
Jun 12, 2018 10:11 AM UTC

i love this idea! would save me a lot of work!!!

Translate
travis_tt
New Participant
Apr 19, 2018 11:17 PM UTC

Wondering if this is possible yet? Running into the same problem.

Translate
katiem5932052
Level 2
Sep 18, 2012 12:07 PM UTC

In SC 14, there was a ton more options for creating, copying, and editing dashboards. I miss the "copy" function that let you copy everything but apply a new report suite.

 

Additionally, I miss being able to run a report from a dashboard, edit it, and then apply that change to the dashboard.

 

This functionality was so helpful. Do users not use dashboards? I wonder why some of this was lower-priority for SC 15.

 

Thanks!

Translate