When to Clone a Dashboard in Zendesk
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.
For prebuilt dashboards, ensure no one else has cloned it to avoid duplicate reports. Cloning a custom dashboard allows you to decide whether to clone the reports and dataset, which is rarely needed unless you want to separate cloned reports into a different dataset.
More related questions
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…
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…
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