• • • 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:

Step 1: Access the dashboard menu

• 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:

What’s Next:

• How to Edit a dashboard
• How to pin dashboards as favourite
• How to manage permissions for a dashboard

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