Efficiently reuse your existing dashboards and save valuable time by leveraging the cloning feature. This guide will walk you through the steps to successfully clone a dashboard.
TABLE OF CONTENTS
Dashboard Clone
Step 1: Open A Dashboard
Navigate to Subaccount > Dashboard and click on the dashboard selection menu. Search or browse for your target dashboard. Select it to open for viewing and editing.
Step 2: Clone The Dashboard
On the original-dashboard, click the action menu (3 dots) and click the clone button.
Step 3: Configure and Save Dashboard Clone
In the Clone Dashboard modal, write the cloned-dashboard title, set the dashboard’s privacy/access permissions, then click the Clone button. This will create the new cloned-dashboard with the appropriate settings.
Relevant Articles
- Subaccount Dashboard Page – View or Edit
- How to Edit a dashboard
- How to pin dashboards as favourite
- How to manage permissions for a dashboard