---
title: (7) Saving an Analytics Dashboard to Your Personal Folder
description: Saving an Analytics Dashboard to Your Personal Folder
---

[Skip to content](https://help.graphiumhealth.com/copying-a-dashboard-in-advanced-analytics#main-content)

English

Show submenu for translations

[Submit an Issue](https://help.graphiumhealth.com/kb-tickets/new?hsLang=en) [Customer portal](https://help.graphiumhealth.com/tickets?hsLang=en)

![Graphium Health logo](https://help.graphiumhealth.com/hs-fs/hubfs/Graphium%20Health%20Logo_Navy-1.png?width=560&height=49&name=Graphium%20Health%20Logo_Navy-1.png)

Open main navigation

Close main navigation

- English
  
  Show submenu for translations
- [Submit an Issue](https://help.graphiumhealth.com/kb-tickets/new)
- [Customer portal](https://help.graphiumhealth.com/tickets)

 How can we help you?

- There are no suggestions because the search field is empty.

1. [Graphium Health](https://help.graphiumhealth.com/?hsLang=en)
2. [Advanced Anesthesia Analytics™](https://help.graphiumhealth.com/advanced-anesthesia-analytics?hsLang=en)
3. [Advanced Analytics Lessons](https://help.graphiumhealth.com/advanced-anesthesia-analytics?hsLang=en#advanced-analytics-lessons)

# (7) Saving an Analytics Dashboard to Your Personal Folder

Below are instructions on how to copy a dashboard in Advanced Analytics and save it to your personal "My folder" for later use. 

1. Login to [Graphium's Advanced Analytics](https://analytics.graphiumemr.com/login/email) platform.
2. Navigate to the dashboard you wish to utilize for your facility and click on the dashboard.
3. Once the dashboard appears, click the 3 dots in the upper right hand corner and select "Copy dashboard".
   
   ![](https://help.graphiumhealth.com/hubfs/image-png-Feb-22-2023-06-50-10-7187-PM.png)
4. Select "My folder" and "Copy" from the pop-up window. Note: consider updating the title based on the data you may wish to generate. 
   
   ![](https://help.graphiumhealth.com/hubfs/image-png-Feb-22-2023-09-34-32-6390-PM.png)
5. Navigate to and click on your  "My folder".
   
   ![](https://help.graphiumhealth.com/hubfs/image-png-Feb-22-2023-06-56-14-5859-PM.png)
6. The recently copied dashboard should appear under the "Dashboards" section of your folder. Note: you may also choose to edit the name of the Dashboard here, by clicking the 3 dots to the right of the Dashboard and selecting "Rename".
   
   ![](https://help.graphiumhealth.com/hubfs/image-png-Feb-22-2023-06-59-47-6612-PM.png)
7. Click on the dashboard to open it. Then click on the 3 dots in the upper right hand corner and select "Edit dashboard" from the menu.
   
   ![](https://help.graphiumhealth.com/hubfs/image-png-Feb-22-2023-08-26-52-9307-PM.png)
8. Next to the "Organization" filter click on the 3 dots and select "Edit".
   
   ![](https://help.graphiumhealth.com/hubfs/image-png-Feb-22-2023-08-29-26-2609-PM.png)
9. Search and select your organization from the "Configure Default Value" box. Once complete, click Update in the bottom right corner.
   
   ![](https://help.graphiumhealth.com/hubfs/image-png-Feb-22-2023-08-31-23-0400-PM.png)
10. Next to the "Facility" filter click on the 3 dots and select "Edit".
    
    ![](https://help.graphiumhealth.com/hubfs/image-png-Feb-22-2023-09-42-35-5954-PM.png)
11. Next, search and select any/all applicable facilities from the "Configure Default Value" box. Once complete, click Update in the bottom right corner.  
    ![](https://help.graphiumhealth.com/hubfs/image-png-Feb-22-2023-09-41-27-5324-PM.png)
12. After updating your filters, be sure to select "Save" in the upper right corner to save the settings for your new dashboard.
    
    ![](https://help.graphiumhealth.com/hubfs/image-png-Feb-22-2023-08-36-36-5960-PM.png)
13. Congratulations, you now have an organization-specific Dashboard ready for use in your personal "My Folder".
    
    [![previous](https://help.graphiumhealth.com/hs-fs/hubfs/previous.png?width=57&height=57&name=previous.png)](https://help.graphiumhealth.com/understanding-analytics-anesthesia-reports?hsLang=en)               [![next](https://help.graphiumhealth.com/hs-fs/hubfs/next.png?width=58&height=58&name=next.png)](https://help.graphiumhealth.com/8-making-anesthesia-board-your-advanced-analytics-homepage?hsLang=en)
    
    ### Advanced Anesthesia Analytics™ Lessons
    
    [(1) Semantics](https://help.graphiumhealth.com/analytic-semantics?hsLang=en)<https://help.graphiumhealth.com/voiding-or-deleting-a-form?hsLang=en><https://help.graphiumhealth.com/14-cc-?hsLang=en>
    
    [(2) Interacting with Filters](https://help.graphiumhealth.com/interacting-with-filters?hsLang=en)
    
    [(3) Interacting with Tiles](https://help.graphiumhealth.com/interacting-with-tiles?hsLang=en)
    
    [(4) Exporting Data](https://help.graphiumhealth.com/exporting-data?hsLang=en)
    
    [(5) Scheduling Exports](https://help.graphiumhealth.com/scheduling-an-export?hsLang=en)
    
    [(6) Understanding Analytic Anesthesia Reports](https://help.graphiumhealth.com/understanding-analytics-anesthesia-reports?hsLang=en)
    
    <https://help.graphiumhealth.com/understanding-analytics-anesthesia-reports?hsLang=en>[(7) Saving an Analytics Dashboard to Your Personal Folder](https://help.graphiumhealth.com/copying-a-dashboard-in-advanced-analytics)
    
    [(8) Making the Anesthesia Board Your Advanced Analytics Homepage](https://help.graphiumhealth.com/8-making-anesthesia-board-your-advanced-analytics-homepage?hsLang=en)

- [Mobile Application](https://help.graphiumhealth.com/mobile-application?hsLang=en#main-content)

    - [Graphium Application Demo](https://help.graphiumhealth.com/mobile-application?hsLang=en#graphium-application-demo)
    - [Account Creation and Maintenance](https://help.graphiumhealth.com/mobile-application?hsLang=en#account-creation-and-maintenance)
    - [Graphium iOS Application Basics](https://help.graphiumhealth.com/mobile-application?hsLang=en#graphium-ios-application-basics)
    - [How to Complete Records in Graphium](https://help.graphiumhealth.com/mobile-application?hsLang=en#how-to-complete-records-in-graphium)
    - [Charge Capture](https://help.graphiumhealth.com/mobile-application?hsLang=en#charge-capture)
    - [AnesthesiaEMR™](https://help.graphiumhealth.com/mobile-application?hsLang=en#anesthesiaemr)
    - [Integrated Vitals](https://help.graphiumhealth.com/mobile-application?hsLang=en#integrated-vitals)
- [Dashboards](https://help.graphiumhealth.com/dashboards?hsLang=en#main-content)

    - [Graphium EMR Dashboard™](https://help.graphiumhealth.com/dashboards?hsLang=en#graphium-emr-dashboard)
    - [Graphium Collector Dashboard™](https://help.graphiumhealth.com/dashboards?hsLang=en#graphium-collector-dashboard)
    - [Managing Vitals Connections](https://help.graphiumhealth.com/dashboards?hsLang=en#managing-vitals-connections)
- [MACRA Ready™](https://help.graphiumhealth.com/macra-ready?hsLang=en#main-content)

    - [Quality Payment Program](https://help.graphiumhealth.com/macra-ready?hsLang=en#quality-payment-program)
    - [Improvement Activities](https://help.graphiumhealth.com/macra-ready?hsLang=en#improvement-activities)
    - [Quality Measures](https://help.graphiumhealth.com/macra-ready?hsLang=en#quality-measures)
    - [Quality Benchmarks](https://help.graphiumhealth.com/macra-ready?hsLang=en#quality-benchmarks)
    - [MACRA Ready™ Platform](https://help.graphiumhealth.com/macra-ready?hsLang=en#macra-ready-platform)
    - [Historical Documents](https://help.graphiumhealth.com/macra-ready?hsLang=en#historical-documents)
- [Advanced Anesthesia Analytics™](https://help.graphiumhealth.com/advanced-anesthesia-analytics?hsLang=en#main-content)

    - [Advanced Analytics Lessons](https://help.graphiumhealth.com/advanced-anesthesia-analytics?hsLang=en#advanced-analytics-lessons)
    - [Case Anomalies](https://help.graphiumhealth.com/advanced-anesthesia-analytics?hsLang=en#case-anomalies)
    - [Scorecards](https://help.graphiumhealth.com/advanced-anesthesia-analytics?hsLang=en#scorecards)
    - [Case Details / PHI Tables](https://help.graphiumhealth.com/advanced-anesthesia-analytics?hsLang=en#case-details-phi-tables)
    - [Operational Oversight](https://help.graphiumhealth.com/advanced-anesthesia-analytics?hsLang=en#operational-oversight)
- [Customer Onboarding](https://help.graphiumhealth.com/customer-onboarding?hsLang=en#main-content)

    - [Overview](https://help.graphiumhealth.com/customer-onboarding?hsLang=en#overview)
    - [New Client Information](https://help.graphiumhealth.com/customer-onboarding?hsLang=en#new-client-information)
    - [Form Development](https://help.graphiumhealth.com/customer-onboarding?hsLang=en#form-development)
    - [Integrations](https://help.graphiumhealth.com/customer-onboarding?hsLang=en#integrations)
    - [Site Preparation](https://help.graphiumhealth.com/customer-onboarding?hsLang=en#site-preparation)
    - [Pre-Go Live Training](https://help.graphiumhealth.com/customer-onboarding?hsLang=en#pre-go-live-training)
    - [Onsite Go Live](https://help.graphiumhealth.com/customer-onboarding?hsLang=en#onsite-go-live)
    - [Post Go-Live](https://help.graphiumhealth.com/customer-onboarding?hsLang=en#post-go-live)
- [Surveys](https://help.graphiumhealth.com/surveys?hsLang=en)
- [Support Ticket Portal](https://help.graphiumhealth.com/support-ticket-portal?hsLang=en#main-content)

    - [Logging In & Access](https://help.graphiumhealth.com/support-ticket-portal?hsLang=en#logging-in-access)

[![Graphium Health logo](https://help.graphiumhealth.com/hs-fs/hubfs/Graphium%20Health%20Logo_Navy-1.png?width=560&height=49&name=Graphium%20Health%20Logo_Navy-1.png "Graphium Health logo")](http://www.graphiumhealth.com)

Copyright © 2026, GraphiumHealth