Bulk Actions in the Data Tool

How to perform bulk actions with KPIs in the Data tool.

Written by Tommy Mains

Updated at April 18th, 2025

You can perform the following actions with one or more KPIs from a single group:

  • Move to a different group (on the same Scorecard)
  • Duplicate
  • Create a To-Do
  • Create an Issue
  • Remove from the group (this option does not delete KPIs)

 

To perform one or more of the above actions:

  1. Click one or more checkboxes from KPIs on your Scorecard in the same group.
  2. Click the Select action button from the top of the same group.
  3. Choose the action.