Use an Existing View as a Template for a New View

Dashboards User Guide

Version
R2025.2.0
ft:lastEdition
2025-10-20
Use an Existing View as a Template for a New View

You can use an existing view as a template when you create a new view. To create your new view based on an existing one:

  1. Go to Reporting and Analytics > Dashboards > View Builder.
  2. Enter terms to search for the existing view that you want to use as a template. You can use search terms from the title or from the keywords associated with the view, and you can refine your search results by selecting a data source or one or more view types.
  3. Click the search icon to run the search.
  4. Select the view that you want to use as a template, and then click Save as New.
  5. Enter a new view title, description, and keywords, and then click Save.

Your new view opens in the View Builder, and you can modify it as required. See Configure View Settings.