How to Use the Dashboard 'Clone' Feature (and Create Custom Dashboard Templates)
If you've created a dashboard that you are happy with and would like to use as a template for future reports or perhaps other clients, you can create your own template by using the Clone feature. This way you can duplicate it, as well as make a few small adjustments.
In just a few clicks, you are able to quickly and easily clone the desired dashboard and change all its data sources. Let's see how!
-
Find your dashboard, and click on Clone.
-
Once you've cloned it, you will automatically be redirected to the new dashboard.
-
Select Widget Sources from the right-hand side menu, and find the integration(s) that you want to insert in your cloned report.
-
Select or add a new account, select the property and profile, and lastly, click on Update.
After these steps are done, you can go on and make further changes if necessary, such as the name of your dashboard, your client's logo, dashboard and chart color.
...and you're done! Your brand-new cloned dashboard is now fully functional.
Related Articles
How To Clone Dashboard
If you need to duplicate your Report to create another dashboard for a different client or to save your own Template of a specific custom report to use it later, you can do it easily with one click. To clone your dashboard, go to Dashboards, decide ...How to create a dashboard from two templates
You can create this dashboard quite easily, and you can use it for different purposes, for example, a template for future reports and clients or if you need to create a dashboard with different integrations that our templates don't cover. Technically ...How to use Mission Control?
On the left side of our navigation pane, click on the Mission Control icon. In order to use our Mission Control feature, you will need to go and create your first group of domains. Click on Create Group. The first thing you need to do is to name your ...How to create my first dashboard?
To create your first dashboard, just follow these simple steps. Click on the Create Dashboard button Here you have 2 options: Start From Scratch or Start From Template. Creating Dashboards via the "Start From Scratch" Option First, enter the ...Configuring a custom subdomain for white-label reporting
Reportz allows you to set up a white-labeled version of your account on your own subdomain. If you’re not sure what white-labeling means we took this definition from Wikipedia and we couldn’t have said it better ourselves. “A white-label product is a ...