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How to load Snapshots with Dashboards

How to load snapshots with Dashboards

2 min read390 words10 explained imagesUpdated Wed, 30 Apr, 2025 at 2:53 PM
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On this page
  1. Step 1: Navigate to Account Snapshots
  2. Step 2: Create New Snapshot
  3. Step 3: Save Snapshot
  4. Step 4: Choose Target Location
  5. Step 5: Load Snapshot
  6. Step 6: Select Dashboards
  7. Step 7: Confirm and Proceed
  8. Step 8: View Loaded Dashboards
  9. What's Next:

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Now agency users can save time during onboarding and provide their locations with pre-configured dashboards as they begin. This enhancement allows agencies to create snapshots of their  dashboard setup in one account and easily load it into other existing or new locations, applying all configurations seamlessly.

TABLE OF CONTENTS

Step 1: Navigate to Account Snapshots

  • Head over to Agency View and navigate to the Account Snapshots page.
    Step 1 of 1: Head over to Agency View and navigate to the Account Snapshots page What this shows Step 1 of 1: Head over to Agency View and navigate to the Account Snapshots page. What this shows Shows what this covers for step 1 of 1 in the "Step 1: Navigate to Account Snapshots" section of "How to load Snapshots with Dashboards". This screenshot accompanies step 1 of 1 in the "Step 1: Navigate to Account Snapshots" section of "How to load Snapshots with Dashboards". At this point in the walkthrough you head over to Agency View and navigate to the Account Snapshots page. Step 1 of 1Image 1 of 10 What this coversHead over to Agency View and navigate to the Account Snapshots page.

Step 2: Create New Snapshot

  • Click on "Create New Snapshot" and give it a name. Choose the source account where your desired setup is located.
    Step 1 of 1: Click on " Create New Snapsho t" and give it a name. Choose the source… What this shows Step 1 of 1: Click on " Create New Snapsho t" and give it a name. What this shows Shows what to choose for step 1 of 1 in the "Step 2: Create New Snapshot" section of "How to load Snapshots with Dashboards". This screenshot accompanies step 1 of 1 in the "Step 2: Create New Snapshot" section of "How to load Snapshots with Dashboards". At this point in the walkthrough you click on " Create New Snapsho t" and give it a name. Choose the source account where your desired setup is located. Step 1 of 1Image 2 of 10 What to chooseClick on " Create New Snapsho t" and give it a name. Choose the source account where your desired setup is located.
    Buttons and menus referenced Create New Snapsho

Step 3: Save Snapshot

  • Once saved, you'll see your snapshot added to the list.
    Step 1 of 1: Once saved, you'll see your snapshot added to the list What this shows Step 1 of 1: Once saved, you'll see your snapshot added to the list. What this shows Shows what this covers for step 1 of 1 in the "Step 3: Save Snapshot" section of "How to load Snapshots with Dashboards". This screenshot accompanies step 1 of 1 in the "Step 3: Save Snapshot" section of "How to load Snapshots with Dashboards". At this point in the walkthrough you once saved, you'll see your snapshot added to the list. Step 1 of 1Image 3 of 10 What this coversOnce saved, you'll see your snapshot added to the list.

Step 4: Choose Target Location

  • Now, you can either create a new account to load this snapshot into or choose an existing Sub account from the list.
    Step 1 of 1: Now, you can either create a new account to load this snapshot into or… What this shows Step 1 of 1: Now, you can either create a new account to load this snapshot into or choose an existing Sub account from the list. What this shows Shows what to choose for step 1 of 1 in the "Step 4: Choose Target Location" section of "How to load Snapshots with Dashboards". This screenshot accompanies step 1 of 1 in the "Step 4: Choose Target Location" section of "How to load Snapshots with Dashboards". At this point in the walkthrough you now, you can either create a new account to load this snapshot into or choose an existing Sub account from the list. Step 1 of 1Image 4 of 10 What to chooseNow, you can either create a new account to load this snapshot into or choose an existing Sub account from the list.

Step 5: Load Snapshot

  • Click on "Actions" and then "Load Snapshot". Search for the snapshot you want to load.
    Step 1 of 1: Click on "Actions" and then "Load Snapshot". Search for the snapshot… What this shows Step 1 of 1: Click on "Actions" and then "Load Snapshot". What this shows Shows what to click for step 1 of 1 in the "Step 5: Load Snapshot" section of "How to load Snapshots with Dashboards". This screenshot accompanies step 1 of 1 in the "Step 5: Load Snapshot" section of "How to load Snapshots with Dashboards". At this point in the walkthrough you click on "Actions" and then "Load Snapshot". Search for the snapshot you want to load. Step 1 of 1Image 5 of 10 What to clickClick on "Actions" and then "Load Snapshot". Search for the snapshot you want to load.

Step 6: Select Dashboards

  • In the asset list, locate the dashboard category and choose all the dashboards you want to load.
    Step 1 of 3: In the asset list, locate the dashboard category and choose all the… What this shows Step 1 of 3: In the asset list, locate the dashboard category and choose all the dashboards you want to load. What this shows Shows what to choose for step 1 of 3 in the "Step 6: Select Dashboards" section of "How to load Snapshots with Dashboards". This screenshot accompanies step 1 of 3 in the "Step 6: Select Dashboards" section of "How to load Snapshots with Dashboards". At this point in the walkthrough you in the asset list, locate the dashboard category and choose all the dashboards you want to load. The next step is to private Dashboards Exclusion: Private dashboards are not included in the snapshot asset list. Ensure that the required dashboards are not private to include them in the snapshots. Step 1 of 3Image 6 of 10 What to chooseIn the asset list, locate the dashboard category and choose all the dashboards you want to load. Next stepPrivate Dashboards Exclusion: Private dashboards are not included in the snapshot asset list. Ensure that the required dashboards are not private to include them in the snapshots.
    All 3 steps in this procedure
    1. In the asset list, locate the dashboard category and choose all the dashboards you want to load. this image
    2. Private Dashboards Exclusion: Private dashboards are not included in the snapshot asset list. Ensure that the required dashboards are not private to include them in the snapshots.
    3. Default Dashboards: Select your default dashboard from the list to make sure the default dashboard is also loaded to the target location
     
  • Private Dashboards Exclusion: Private dashboards are not included in the snapshot asset list. Ensure that the required dashboards are not private to include them in the snapshots.
  • Default Dashboards: Select your default dashboard from the list to make sure the default dashboard is also loaded to the target location

Step 7: Confirm and Proceed

  • Confirm your selection and proceed with the loading process.
    Step 1 of 2: Confirm your selection and proceed with the loading process What this shows Step 1 of 2: Confirm your selection and proceed with the loading process. What this shows Shows how to confirm for step 1 of 2 in the "Step 7: Confirm and Proceed" section of "How to load Snapshots with Dashboards". This screenshot accompanies step 1 of 2 in the "Step 7: Confirm and Proceed" section of "How to load Snapshots with Dashboards". At this point in the walkthrough you confirm your selection and proceed with the loading process. The next step is to you will be notified once the snapshot is successfully loaded. Step 1 of 2Image 7 of 10 How to confirmConfirm your selection and proceed with the loading process. Next stepYou will be notified once the snapshot is successfully loaded.
    All 2 steps in this procedure
    1. Confirm your selection and proceed with the loading process. this image
    2. You will be notified once the snapshot is successfully loaded.
  • You will be notified once the snapshot is successfully loaded.
    Step 2 of 2: You will be notified once the snapshot is successfully loaded What this shows Step 2 of 2: You will be notified once the snapshot is successfully loaded. What this shows Shows what this covers for step 2 of 2 in the "Step 7: Confirm and Proceed" section of "How to load Snapshots with Dashboards". This screenshot accompanies step 2 of 2 in the "Step 7: Confirm and Proceed" section of "How to load Snapshots with Dashboards". At this point in the walkthrough you you will be notified once the snapshot is successfully loaded. Step 2 of 2Image 8 of 10 What this coversYou will be notified once the snapshot is successfully loaded.
    All 2 steps in this procedure
    1. Confirm your selection and proceed with the loading process.
    2. You will be notified once the snapshot is successfully loaded. this image

Step 8: View Loaded Dashboards

  • Head over to the target location, and you'll find the dashboards loaded in the dashboard list.
    Step 1 of 1: Head over to the target location, and you'll find the dashboards… What this shows Step 1 of 1: Head over to the target location, and you'll find the dashboards loaded in the dashboard list. What this shows Shows what this covers for step 1 of 1 in the "Step 8: View Loaded Dashboards" section of "How to load Snapshots with Dashboards". This screenshot accompanies step 1 of 1 in the "Step 8: View Loaded Dashboards" section of "How to load Snapshots with Dashboards". At this point in the walkthrough you head over to the target location, and you'll find the dashboards loaded in the dashboard list. Step 1 of 1Image 9 of 10 What this coversHead over to the target location, and you'll find the dashboards loaded in the dashboard list.

Important Notes:

Include Linked Assets: Dashboards are loaded with all widgets, conditions, filters, and custom widgets. However, make sure to include other assets linked to dashboard widgets (e.g., custom values and pipelines). Failure to do so may result in an error message on specific dashboards, indicating missing properties. Edit each highlighted widget to correct the properties and save to remove the error.

  
  

    Important Notes: (image 10 of 10)
    What this shows Head over to the target location, and you'll find the dashboards loaded in the dashboard list.

  What this shows
  Illustrates the "Important Notes:" section of "How to load Snapshots with Dashboards".
  This screenshot appears in the "Important Notes:" section of "How to load Snapshots with Dashboards". The text alongside this image reads: Head over to the target location, and you'll find the dashboards loaded in the dashboard list. Immediately after, the guide continues: Edit widgets on the dashboard Adding widgets on the dashboard How to manage permissions for a dashboard.
  Image 10 of 10
  What this coversHead over to the target location, and you'll find the dashboards loaded in the dashboard list.
  
  
  Next stepEdit widgets on the dashboard Adding widgets on the dashboard How to manage permissions for a dashboard

What's Next:

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