Cloning dashboards

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<p class="p">Editors and admins can clone dashboards. Cloning creates an editable copy of the
dashboard and all of its reports. You can then modify the dashboard's
reports or add new reports to the dashboard. </p>
<p class="p">This article contains the following topics:</p>
<ul class="ul" id="topic_xmy_hv2_py__ul_vvg_btz_5sb">
<li class="li"><a class="xref" href="#topic_cvb_ysz_5sb">Knowing when to
clone</a></li>
<li class="li"><a class="xref" href="#topic_phh_zsz_5sb">Cloning a
dashboard</a></li>
</ul>
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<div aria-labelledby="ariaid-title2" class="topic nested1" id="topic_cvb_ysz_5sb">
<h2 class="title topictitle2" id="ariaid-title2">Knowing when to clone</h2>
<div class="body">
<p class="p">When you clone a prebuilt dashboard, you also create copies of all the
reports used in that dashboard. These cloned reports are stored in
the corresponding default datasets.</p>
<p class="p">Before you clone a prebuilt dashboard, check that nobody else has already
done this. When the same prebuilt dashboard is cloned multiple
times, it creates duplicate reports which can make finding the
reports you want difficult.</p>
<p class="p">When you clone a custom dashboard, you can control whether Explore
creates a copy of the reports. Additionally, you have the option to
create a copy of the dataset that the original dashboard reports
came from.</p>
<p class="p">If you're planning to simply add new reports to a dashboard, there's no
need to clone the reports or datasets. However, if you want to
customize the reports for the cloned dashboard in a different way
than the original, you must clone the reports. Cloning the dataset
is rarely needed. It's useful only if you want to separate the
cloned reports in a different dataset.</p>
<p class="p">To clone <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408843771546" target="_blank">live dashboards</a>, you
must be on an Enterprise plan or above.</p>
<p class="p">Cloning a dashboard doesn't copy any filter settings you've configured.
You'll need to reapply these on the cloned dashboard.</p>
</div>
</div>
<div aria-labelledby="ariaid-title3" class="topic nested1" id="topic_phh_zsz_5sb">
<h2 class="title topictitle2" id="ariaid-title3">Cloning a dashboard</h2>
<div class="body">
<p class="p"><strong class="ph b">To clone a dashboard</strong></p>
<ol class="ol" id="topic_phh_zsz_5sb__ol_omm_3hl_cjb">
<li class="li">Click the <strong class="ph b">Dashboard</strong> icon (<img class="image" id="topic_phh_zsz_5sb__image_pmm_3hl_cjb" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/Explore_dashboard_icon.png">) in the left sidebar. </li>
<li class="li">Click the <strong class="ph b">Settings</strong> icon (<img class="image" id="topic_phh_zsz_5sb__image_qmm_3hl_cjb" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/Explore_settings_icon.png">) to the right of the
dashboard name.</li>
<li class="li">Select <strong class="ph b">Clone</strong> from the drop-down list. <p class="p"><img class="image img-screenshot" id="topic_phh_zsz_5sb__image_rmm_3hl_cjb" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/Explore_clone_setting.png"></p>
</li>
<li class="li">Enter a name for the cloned dashboard. </li>
<li class="li">If you're cloning a custom dashboard, select whether you also
want to clone the dashboard's reports and dataset.<p class="p"><img alt="Explore custom dashboard clone" class="image img-screenshot" id="topic_phh_zsz_5sb__image_wwl_4hl_cjb" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/explore_custom_dashboard_clone.png" width="500"></p>
</li>
<li class="li">Click <strong class="ph b">Clone</strong>. </li>
</ol>
<div class="note note" id="topic_phh_zsz_5sb__note_j3c_j5z_5sb">
<span class="notetitle">Note:</span> You can also clone a dashboard by opening it and
clicking <strong class="ph b">More</strong> &gt; <strong class="ph b">Clone</strong>. </div>
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