When working in a multi dashboard environment it would be nice to copy modules, graphs, and/or text boxes to other existing dashboards.
I could have used this function a dozen times over the past week for both "instructions" and other dashboard elements. Specifically presenting lists utilized in many modules. Specifically Custom Version Lists for our Client
This is a good idea and something we will look address on the New UX roadmap.
This will be delivered with the New UX.
As part of the New UX you can build out your Boards using Cards. These Cards can be saved in a Card Template library so they can be reused in the Board or across other Boards. This will save time having to recreate similar charts or grids multiple times.
I regularly use the solution @sprender gave above. Once I have created a Card on a Page that I will want to use again, I create a Template of it. Now I can go to any other Page/Board/Report and add that Template in.
Financial planning models are constantly evolving throughout Forecast and Budget cycles. New requirements, model enhancements and business changes are essential to support better decision making. However, these ongoing developments can create a challenge when approved numbers used for management reporting remain directly…
Problem Statement Currently, Export Actions and Saved Views are not dynamically synchronized after an Export Action is created. This limitation creates additional maintenance effort for model builders and increases the risk of inconsistencies between export configurations and reporting requirements. Key Challenges 1. Saved…
The Integration Admin role needs to be assigned differently to a user than other roles. It would be great to harmonize these settings as I did not find it myself. Maybe other roles are affected as well Administration → User → Roles vs Access Control → Assignments
