Copying an Executive Summary View

1. Navigate to Administration > Settings > Utilities.

   The Utilities screen will appear.

   
   

   Utilities screen

2. On the Utilities screen click on the Copy Executive Summary Dashboard Configuration link.
   The Copy Executive Summary Dashboard Configuration screen will appear.

   
   

   Copy Executive Summary Dashboard Configuration screen

3. On the Copy Executive Summary Dashboard Configuration screen, type in a From User.
   - or -
   Click on the Search icon, the User Selection screen will appear.

   
   

   User Selection screen

4. Click on a User.
   The Copy Executive Summary Dashboard Configuration screen will appear with the selected user in the From User field.

   
   

   Copy Executive Summary Dashboard Configuration screen

5. Type in a To User.
   - or -
   Click on the Search icon, the User Selection screen will appear.

   
   

   User Selection screen

6. Click on a User.
   The Copy Executive Summary Dashboard Configuration screen will appear with the selected user in the From User field.

   
   

   Copy Executive Summary Dashboard Configuration screen

7. Click the Save button, to copy the user's executive summary views.

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

   
   

   Updated Copy Executive Summary Dashboard Configuration screen