Copy Executive Summary Dashboard Configuration

Use the Copy Executive Summary Dashboard Configuration screen to copy an existing user's Executive Summary Dashboard views from one user to another.

To access this screen, navigate to the Utilities screen and click the Copy Executive Summary Dashboard Configuration link.

Note:  Only Executive Summary Views that the To User is authorized to view are copied.

The fields that appear on the Copy Executive Summary Dashboard Configuration screen are:

Field	Description
From User	The user you are copying the Executive Summary views from.
To User	The user destination the Executive Summary view information is being copied to.

The buttons to complete your work on the Copy Executive Summary Dashboard Configuration screen are:

Button	Description
Save	Copies the Executive Summary views originating with the From User to the To User.
Close	Closes the Copy Executive Summary Dashboard Configuration screen without saving changes and returns to the Utilities screen.

Security: 999 - Configuration

Revision: 2025.12