We currently have the ability to check Duplicate dashboards in universal reporting but it would be nice for my transitions team if I were to duplicate an existing client portfolio for another client with all same field set ups and dashboard widget set up. This would be easier for the user so they can see everything within the portfolio from a user level and supervisor level vs having to go to universal reporting tab to see the dashboards
Doesn’t this work for you? (It was only just released a few weeks ago.):
I just tested it and it copies fields and the Dashboard.
Thanks,
Larry
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Also, Portfolio Templates is being considered.
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