Strategy One
Save Your Dashboard
You can make changes to a dashboard, then save it for easy access at a later date.
-
Do one of the following:
-
To save the dashboard and continue editing, click Save
. -
To save a copy of the dashboard using a different name, from the File menu, select Save As.
-
- If this is the first time you are saving the dashboard or if you are saving a copy:
- Navigate to and select the location in which to save the dashboard.
- Type the dashboard name in the Save As box.
- Click Save or OK.
- Starting in Strategy One (March 2025), optionally type a description in User Comments and click OK, if this feature is enabled.