Cloning and Publishing a dashboard

Dashboards in the published state can only be cloned. Each dashboard is associated with a module, and you can view the associated module on the Dashboard listing page.

You can clone a dashboard from either the Dashboard listing page or the Module listing page.

To clone a dashboard:

1. Open the Dashboard listing page.
   • Click the hamburger menu and select Dashboards.
2. Choose one of the following methods to clone a dashboard:
   • On the Dashboard listing page, click the ellipsis icon (⋮) next to the dashboard you want to clone and select Clone Dashboard.
   • On the Module listing page, click the desired module card to open the module list view. Hover over the dashboard name to view the ellipsis icon and select Clone Dashboard.
3. In the Clone Dashboard side panel, specify the following:
   • Dashboard Name – Enter a name for the cloned dashboard.
   • Description – Provide a description for the dashboard.
4. Select the hierarchy under which the dashboard should be cloned. You can clone a dashboard to the following levels:
   • Domain – Available only when cloning at the domain level.
   • Organization – Available when cloning from the domain or organization level.
   • Tenant – Available when cloning at the tenant level.
5. Select the module and category under which the cloned dashboard should be placed.
   The available modules and categories vary based on the selected hierarchy level.
6. (Optional) If the desired module is not listed:
   • Click Create Module to add a new module.
   • Provide the module name and description.
7. Click Done. The cloned dashboard moves to the Draft state.
8. Click the ellipsis icon next to the cloned dashboard in the Draft state. This opens the dashboard page where you can add or remove widgets.
9. Click Create. This opens the Create Dashboard side panel.
10. Review the dashboard details:
    • Confirm the Dashboard Name and Description.
    • Select the default date range for displaying data in the dashboard widgets.
      
      • Last 30 Days (default)
      • Last 7 Days
      • Last 90 Days
11. Update module and category selections if needed.
    • You can add more modules or replace existing ones under which the dashboard should be cloned.
12. Click Proceed. This publishes the dashboard to the workspace of the selected hierarchy level.