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:

1

Go to Platform > Insights.

2

Click the ... (ellipsis) next to the dashboard you plan to rename, then select Rename.

Rename dashboard

3

Enter a new name for the dashboard.

4

Click ✓ to confirm your changes.

Clone a dashboard

Complete the following steps to clone a dashboard:

1

Go to Platform > Insights.

2

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:

1

Go to Platform > Insights.

2

Click the ... (ellipsis) next to the dashboard you plan to delete, then select Delete.

Delete dashboard

3

Click Delete dashboard again to confirm.