Dashboards / Getting Started w/ Dashboards

How To Clone A Subaccount Dashboard

Modified on: Fri, 4 Apr, 2025 at 5:08 PM

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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