Manage dashboards
You can rename, clone, or delete Insights dashboards as your reporting needs change.
Refer to Edit components to learn how to edit dashboard components.
Rename a dashboard
Complete the following steps to rename a dashboard:
Go to Platform > Insights.
Click the ... (ellipsis) next to the dashboard you plan to rename, then select Rename.
Rename dashboard
Enter a new name for the dashboard.
Click ✓ to confirm your changes.
Clone a dashboard
Complete the following steps to clone a dashboard:
Go to Platform > Insights.
Click the ... (ellipsis) next to the dashboard you plan to clone, then select Clone.
Clone dashboard
Workato automatically opens the cloned dashboard in the dashboard editor.
Delete a dashboard
Complete the following steps to delete a dashboard:
Go to Platform > Insights.
Click the ... (ellipsis) next to the dashboard you plan to delete, then select Delete.
Delete dashboard
Click Delete dashboard again to confirm.
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