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Dashboards

How To Clone A Subaccount Dashboard

Efficiently reuse your existing dashboards and save valuable time by leveraging the cloning feature. This guide will walk you through the steps to…

1 min read167 words3 explained imagesUpdated Fri, 4 Apr, 2025 at 5:08 PM
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  1. Step 1: Open A Dashboard
  2. Step 2: Clone The Dashboard
  3. Step 3: Configure and Save Dashboard Clone
  4. Relevant Articles
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 1: Open A Dashboard (image 1 of 3) What this shows Navigate to Subaccount > Dashboard and click on the dashboard selection menu. What this shows Illustrates the "Step 1: Open A Dashboard" section of "How To Clone A Subaccount Dashboard". This screenshot appears in the "Step 1: Open A Dashboard" section of "How To Clone A Subaccount Dashboard". The text alongside this image reads: 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. The navigation path used here is Subaccount > Dashboard. Immediately after, the guide continues: On the original-dashboard, click the action menu (3 dots) and click the clone button. Path: Subaccount > DashboardImage 1 of 3 Where to goNavigate 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. Next stepOn the original-dashboard, click the action menu (3 dots) and click the clone button.

Step 2: Clone The Dashboard

On the original-dashboard, click the action menu (3 dots) and click the clone button.

Step 2: Clone The Dashboard (image 2 of 3) What this shows On the original-dashboard, click the action menu (3 dots) and click the clone button. What this shows Illustrates the "Step 2: Clone The Dashboard" section of "How To Clone A Subaccount Dashboard". This screenshot appears in the "Step 2: Clone The Dashboard" section of "How To Clone A Subaccount Dashboard". The text alongside this image reads: On the original-dashboard, click the action menu (3 dots) and click the clone button. Immediately after, the guide continues: 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. Image 2 of 3 What to clickOn the original-dashboard, click the action menu (3 dots) and click the clone button. Next stepIn 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.

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.

Step 3: Configure and Save Dashboard Clone (image 3 of 3) What this shows In the Clone Dashboard modal, write the cloned-dashboard title, set the dashboard's privacy/access permissions, then click the Clone button. What this shows Illustrates the "Step 3: Configure and Save Dashboard Clone" section of "How To Clone A Subaccount Dashboard". This screenshot appears in the "Step 3: Configure and Save Dashboard Clone" section of "How To Clone A Subaccount Dashboard". The text alongside this image reads: 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. Immediately after, the guide continues: Subaccount Dashboard Page - View or Edit How to Edit a dashboard How to pin dashboards as favourite How to manage permissions for a dashboard. Image 3 of 3 What to clickIn 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. Next stepSubaccount Dashboard Page - View or Edit How to Edit a dashboard How to pin dashboards as favourite How to manage permissions for a dashboard

Relevant Articles

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