How to Copy and Paste a widget in your Dashboard

First, enter edit mode for your custom dashboard by clicking Edit Dashboard in the upper right hand corner.

Next, click the ellipsis (...) in the upper right hand corner of the widget you'd like to copy. This will open a dropdown menu.

Select "copy", then move to the area of the dashboard you wish to paste the widget.

Note: For plans with multiple campaign dashboards, this can not be used to move widgets from one dashboard to another.

With the free area of the dashboard on your screen, right-click to open the "paste" menu.

Click "paste" and adjust the widget as needed, before saving to complete the change.

How to Copy and Paste a widget in your Report

To get started, click the name of the report you'd like to edit. This will open the report editor.

Then, click the ellipsis (...) in the upper right corner of the widget you'd like to copy, next click "copy" from the dropdown menu.

Move to the area of the report you wish to paste the widget. This can be used for moving widgets between different report pages, as long as this is within the same report.

With the free area of the report on your screen, right-click to show the "paste" option.

Click "paste", then adjust the widget as needed, before saving to complete the change.

Troubleshooting the copy and paste feature

A problem that may occur when trying to paste outside the active edit zone is your browser's right-hand click menu appearing.

You can check you are clicking within an active edit zone by the type of cursor displayed.

A cursor with rounded edges signifies you are in an active area.

A cursor with straight edges signifies you are not in an active edit area.

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