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How to Use the Dashboard 'Clone' Feature (and Create Custom Dashboard Templates)
How to Use the Dashboard 'Clone' Feature (and Create Custom Dashboard Templates)

Learn how to use the Clone option, which can be useful for creating custom dashboard templates.

Rad Basta avatar
Written by Rad Basta
Updated over a week ago

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!

  1. Find your dashboard, and click on Clone.

  2. Once you've cloned it, you will automatically be redirected to the new dashboard.

  3. Select Widget Sources from the right-hand side menu, and find the integration(s) that you want to insert in your cloned report.

  4. 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.


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...and you're done! Your brand-new cloned dashboard is now fully functional.


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