how to copy a dashboard in google analytics

How to Copy a Dashboard in Google Analytics: A Step-by-Step Guide

Copying a dashboard in Google Analytics creates multiple dashboards with similar settings. Fortunately, the process of copying a dashboard is relatively simple. In this article, we will guide you through the steps to copy a dashboard in Google Analytics.

First, it’s important to note that you can only copy a dashboard that you have created or have access to edit. Once you have located the dashboard you want to copy, you can begin the process by clicking on the “Actions” button located in the top right corner of the dashboard. From the drop-down menu, select “Copy Dashboard” to create a duplicate of the original dashboard.

Prerequisites for Copying a Dashboard

A computer screen showing Google Analytics dashboard with a "copy" button highlighted. Tabs open with instructions on how to duplicate the dashboard

Before you can copy a dashboard in Google Analytics, there are a few prerequisites you need to meet. In this section, we’ll cover the access rights and permissions you need, as well as the account setup requirements.

Access Rights and Permissions

To copy a dashboard, you need to have the proper access rights and permissions in Google Analytics. Specifically, you need to have edit access to the dashboard you want to copy, as well as view access to the view the dashboard is based on.

If you’re not sure what your access level is, you can check by going to the Admin section of Google Analytics and selecting User Management. From there, you can see what level of access you have for each account, property, and view.

Google Analytics Account Setup

In addition to the access rights and permissions, you also need to have your Google Analytics account set up properly. Specifically, you need to have at least one view set up with the data you want to copy.

To check if you have the right view set up, go to the Reporting section of Google Analytics and select the view you want to copy the dashboard from. Make sure the data in the view is set up the way you want it, including any filters or segments you want to apply.

Once you have the proper access rights and permissions, as well as the account set up properly, you’re ready to copy a dashboard in Google Analytics.

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Understanding Google Analytics Dashboards

A dashboard is a collection of widgets that display various metrics and dimensions related to your website’s traffic and user behavior.

Widgets can include tables, charts, graphs, and other visualizations that provide insights into your website’s performance.

In addition, you can use dashboards to analyze user behavior and identify areas for improvement. Overall, Google Analytics dashboards are an essential tool for any website owner or marketer.

Step-by-Step Guide to Copy a Dashboard

Here is a step-by-step guide to help you copy a dashboard in Google Analytics.

Selecting the Dashboard to Copy

First, navigate to the dashboard you want to copy. You can do this by clicking on the “Dashboards” tab in the left-hand menu and selecting the dashboard you want to copy from the list of available dashboards.

Using the ‘Share’ Feature

Next, click on the “Share” button located in the top right corner of the dashboard. This will open a pop-up window with a URL link to the dashboard. Copy this link to your clipboard.

Creating a New Dashboard Template Link

Now, open a new tab in your browser and paste the URL link into the address bar. This will take you to the dashboard you want to copy. From here, click on the “Create new dashboard” button located in the top right corner of the page.

In conclusion, copying a dashboard in Google Analytics is a simple process that can save you time and effort when creating new dashboards. 

Customizing the Copied Dashboard

Once you have copied a dashboard in Google Analytics, you may want to customize it to better fit your needs. Here are some tips on how to do that:

Editing Widgets

Widgets are the individual elements that make up your dashboard, such as graphs, tables, and charts. You can edit these widgets to show different data or change their appearance. To edit a widget:

  1. Click on the widget you want to edit.
  2. Click on the “Edit” button in the top right corner of the widget.
  3. Make your desired changes, such as selecting a different metric or changing the visualization type.
  4. Click “Save” when you’re done.

Adjusting Dashboard Settings

In addition to editing individual widgets, you can also adjust the overall settings of your dashboard. To do this:

  1. Click on the gear icon in the top right corner of the dashboard.
  2. This will bring up the dashboard settings menu, where you can make changes such as renaming the dashboard or adjusting the date range.
  3. Once you’ve made your desired changes, click “Save” to apply them.

By customizing your copied dashboard, you can create a personalized view of your data that meets your specific needs.

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Managing Dashboard Copies

Once you have copied a dashboard in Google Analytics, it’s important to know how to effectively manage those copies. In this section, we’ll cover two key aspects of managing your dashboard copies: organizing multiple dashboards and sharing copied dashboards with others.

Organizing Multiple Dashboards

As you create more copies of your dashboard, it can become difficult to keep track of which copy is which. To avoid confusion, it’s important to organize your dashboards in a meaningful way.

One way to do this is by using naming conventions that indicate the purpose or audience of each dashboard. For example, you could use a naming convention like “Marketing Dashboard – Weekly” or “Executive Dashboard – Q4 2023”. 

Another way to organize your dashboards is by using folders. You can create folders for different departments, projects, or time periods, and then move your dashboards into the appropriate folder. This will help keep your dashboard list clean and organized.

Sharing Copied Dashboards with Others

Once you have created a copy of your dashboard, you may want to share it with others. Fortunately, Google Analytics makes it easy to share your dashboard copies with other users.

If you want to share your dashboard with a larger audience, you can also publish it to the web. 

This will create a unique URL that anyone can access, even if they don’t have a Google Analytics account. To publish your dashboard, click on the “Share” button, then select “Publish Dashboard”. From there, you can choose whether to make the dashboard public or private, and copy the URL to share with others.

In conclusion, managing your dashboard copies in Google Analytics is an important part of using this powerful tool effectively. By organizing your dashboards and sharing them with others, you can ensure that everyone has access to the data they need to make informed decisions.

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Troubleshooting Common Issues

If you encounter any issues while copying a dashboard in Google Analytics, you can troubleshoot them using the following methods.

Permission Errors

If you are encountering permission errors while copying a dashboard, you should check that you have the necessary permissions to copy the dashboard. You should also ensure that the owner of the dashboard has granted you permission to copy it. If you are still encountering permission errors, you can contact the owner of the dashboard to request permission.

Data Discrepancies

If you notice any data discrepancies after copying a dashboard, you should check that the data range and filters are set correctly. You should also ensure that the copied dashboard is using the same data source as the original dashboard.

By following these troubleshooting methods, you can resolve any issues that you may encounter while copying a dashboard in Google Analytics.

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Best Practices for Dashboard Management

When managing dashboards in Google Analytics, it’s important to keep a few best practices in mind to ensure that your data is accurate and your dashboards are organized and easy to use.

Use Descriptive Names

When creating a new dashboard, make sure to give it a descriptive name that accurately reflects the data it contains. This will make it easier to find and use later on, especially if you have multiple dashboards.

Keep it Simple

Instead, focus on the key metrics that are most important to your business. This will make it easier to understand and act on the data.

Use Filters and Segments

Filters and segments can be powerful tools for customizing your dashboard and drilling down into specific data. Use them to focus on specific user groups or to exclude data that isn’t relevant to your analysis.

Regularly Review and Update

Make sure to regularly review your dashboards to ensure that they are still relevant and accurate. Update them as needed to reflect changes in your business or to include new data sources.

By following these best practices, you can ensure that your dashboards are organized, accurate, and easy to use.

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