Great news for Agency Admins! Now, you can effortlessly duplicate dashboards to different sub-account, saving time and streamlining your reporting process. This guide walks you through the simple steps to clone dashboards, ensuring a smooth transition and providing valuable insights for sub-accounts.
TABLE OF CONTENTS
- Step 1: Access the dashboard menu
- Step 2: Choose “Duplicate to another sub-account”
- Step 3: Customize the duplicate dashboard name
- Step 4: Select the target sub-account
- Step 5: Click duplicate
- Step 6: Edit widgets with missing custom values
- Step 7: Save changes, and you’re ready to roll!
- Note:
- What’s Next:
Step 1: Access the dashboard menu
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Click on the three-dot menu of a dashboard.
Step 2: Choose “Duplicate to another sub-account”
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Select the option to duplicate the dashboard to a different sub-account.
Step 3: Customize the duplicate dashboard name
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Change the name of the duplicated dashboard as per your requirement.
Step 4: Select the target sub-account
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Search and choose the sub-account where you want to duplicate the dashboard.
Step 5: Click duplicate
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Execute the duplication process.
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Navigate to the new sub-account to view the duplicate dashboard.
Step 6: Edit widgets with missing custom values
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If there were any custom values or fields on the original dashboard, those will not be copied to the duplicate, and you will see an error banner informing you about this.
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Widgets where such values and fields are missing will be highlighted in red.
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You can edit those widgets and update the required values and filters.
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Once done, click save, and the error state will disappear
Step 7: Save changes, and you’re ready to roll!
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Ensure to save any changes made during the duplication process.
Note:
Wondering which plan unlocks the customizable multiple Dashboards?
It’s currently available exclusively for the $497 plan and beyond. If you’re on the $97 or $297 plan, we recommend leveling up to unlock this feature.
What’s Next:
- How to Edit a dashboard
- How to pin dashboards as favourite
- How to manage permissions for a dashboard