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How To Clone A Subaccount Dashboard

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Written by Noah Abramowitz
Updated over 4 months ago

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.

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