How to duplicate a dashboard to another sub-account

Modified on: Fri, 15 Dec, 2023 at 12:23 AM

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:

Click on the three-dot menu of a dashboard.

Step 2: Choose "Duplicate to another sub-account"

Select the option to duplicate the dashboard to a different sub-account.

Step 3: Customize the duplicate dashboard name

Change the name of the duplicated dashboard as per your requirement.

Step 4: Select the target sub-account

Search and choose the sub-account where you want to duplicate the dashboard.

Step 5: Click duplicate

Execute the duplication process.
Navigate to the new sub-account to view the duplicate dashboard.

Step 6: Edit widgets with missing custom values

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.
Widgets where such values and fields are missing will be highlighted in red.
You can edit those widgets and update the required values and filters.
Once done, click save, and the error state will disappear

Step 7: Save changes, and you're ready to roll!

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.