How to Clone a Dashboard in Zendesk
How do I clone a dashboard in Zendesk?
Cloning a dashboard in Zendesk is a straightforward process. To clone a dashboard, click the Dashboard icon in the left sidebar, then click the Settings icon next to the dashboard name. From the drop-down list, select 'Clone'. Enter a name for the cloned dashboard, and if it's a custom dashboard, decide whether to clone the reports and dataset as well. Finally, click 'Clone'.
You can also clone a dashboard by opening it and selecting 'More' followed by 'Clone'. This creates an editable copy of the dashboard and all its reports, allowing you to modify or add new reports as needed. For more details, visit theoriginal link.
More related questions
When should I clone a dashboard in Zendesk?
Cloning a dashboard is useful when you need an editable copy of a dashboard and its reports. If you want to customize reports differently from the original, cloning is necessary. However, if you're only adding new reports, there's no need to clone….
What happens when I clone a prebuilt dashboard in Zendesk?
Cloning a prebuilt dashboard in Zendesk creates copies of all the reports used in that dashboard. These cloned reports are stored in the corresponding default datasets. It's important to check if someone else has already cloned the dashboard to…
Can I clone a custom dashboard without cloning its reports?
Yes, when cloning a custom dashboard in Zendesk, you have the option to decide whether to clone the reports and dataset. This flexibility allows you to create a copy of the dashboard without duplicating the reports if you don't need to customize…
Why can't I see the clone option for my dashboard?
If you don't see the clone option for your dashboard, it might be due to your Zendesk plan. The clone feature is typically available for Professional plans or higher. If you're on a lower plan, such as the Growth Suite, this feature might not be…
How can I manage duplicate reports after cloning dashboards?
Managing duplicate reports after cloning dashboards can be challenging. When multiple admins clone the same default dashboard, it can lead to cluttered reports with identical names, making it hard to find the right one. One suggestion is to…
Interested indeflectingover 70% of your Zendesk support tickets?
Zendesk Support Tickets
Zendesk Messaging (live chat)
Join1,000+ companies reducing their support costs and freeing up support agents for more important work
“We needed an AI agent integrated within our current tools. My AskAI was the only solution that wasn't going to disrupt our operations.”
Zeffy
“At the end of last year I was given the challenge - how can we provide the same or better service, without hiring anyone?”
Zinc
“My AskAI blew everybody else out of the water. It made the selection process very easy for us.”
Customer.io($50M+ ARR)
“It now resolves 71% of queries (over 35,000 every month), meaning more time solving complex issues and improving UX.”
Freecash
“We needed an AI agent integrated within our current tools. My AskAI was the only solution that wasn't going to disrupt our operations.”
Zeffy
“At the end of last year I was given the challenge - how can we provide the same or better service, without hiring anyone?”
Zinc
“My AskAI blew everybody else out of the water. It made the selection process very easy for us.”
Customer.io($50M+ ARR)
“It now resolves 71% of queries (over 35,000 every month), meaning more time solving complex issues and improving UX.”
Freecash
Reduce support costs.Spend more time on customer success.
