What is duplicating a dashboard?

Duplicating creates a full copy of a dashboard, including all its widgets, layout, and settings. You choose where the copy goes and which data source it reads from. For example, you can copy your “Pick up | News” dashboard and point the copy at a second hotel, so both properties get the same report without building it twice.

When do you need this?

• You want the same dashboard for a second customer, hotel, or property.

• You want to share a dashboard you built with another space your team works in.

• You want a variant of an existing dashboard without changing the original or rebuilding the whole dashbaord.

How to duplicate a dashboard

You have two ways to start. Both open the same Duplicate dashboard dialog, so pick whichever is closer to hand.

Option 1: from the left sidebar

1. In the left sidebar, hover over the dashboard you want to copy.

2. Click the ⋮ icon that appears next to the dashboard name.

3. Click Duplicate.

Option 2: from the open dashboard

1. Open the dashboard you want to copy.

2. Click the ⋮ icon in the top right corner, next to + Add Widget.

3. Click Duplicate.

Fill in the Duplicate dashboard dialog

The dialog has two halves. Configuration on the left decides where the copy lands. Data product mapping on the right decides which data it reads.

1. Display name (optional). Indicate prefills this with Copy of [dashboard name]. Clear the field and type your own name, for example the name of the hotel the copy is for.

2. Target space. Pick the space the copy should live in. The list only shows spaces you are a member of. Leave it on the current space to copy inside the space you are already in.

3. Target project (optional). Pick the project inside the target space that should hold the copy. Leave it empty to place the copy outside a project.

4. Data product mapping. For each Source data product, pick the Target data product the copy should use. See the next section for details.

5. Click Duplicate.

6. A Dashboard duplicated confirmation appears and shows how many blocks and series were kept. Click Done.

Reuse a dashboard for a different data source

This is the part that saves the most time. You can copy a dashboard into the same space and simply point it at another data source, for example a second hotel.

1. Start the duplicate as described above.

2. Leave Target space on your current space.

3. In Data product mapping, open the Target dropdown next to the source data product.

4. Select the data product of the other hotel or customer.

5. Click Duplicate.

The copy keeps every widget, metric, and layout from the original, but reads the data of the target you selected.

The Target dropdown only lists data products from the same connector as the source. A Re:Guest source can only be mapped to another identical Re:Guest data source. This keeps the widgets working, because the metrics and dimensions have to match.

Keep track of your duplicates

Every dashboard knows about the copies made from it. Use this view to see where the copies live and to keep them up to date.

1. Open the source dashboard.

2. Click the ⋮ icon in the top right corner.

3. Click View duplicates.

The Duplicates page lists every copy with these columns:

• Space: the space the copy lives in.

• Duplicated: when the copy was created.

• Last sync: when the copy was last overwritten with the source. Shows Never until you sync it for the first time.

• Mappings: how many data products are mapped for that copy.

Troubleshooting

The space I want is not in the Target space dropdown.

• The list only contains spaces you are a member of. Ask an admin of that space to invite you, then duplicate again.

I cannot select the data product I want as target.

• Only data products from the same connector as the source can be mapped. If the other hotel runs on a different system, connect that integration first and rebuild the widget instead.

Widgets in my copy are empty.

• The source behind them is probably unmapped. Open ⋮ → View duplicates, remap the copy, then resync it.

My changes to a copy disappeared.

• The copy was resynced with the source dashboard. Resyncing overwrites the copy, so treat customized copies as independent and do not resync them.

I cannot find the copy.

• Check the Target space and Target project you selected in the dialog. The copy appears in the sidebar of that space, not necessarily the one you are in.