UNDER DEVELOPMENT
OCTOBOARD
PROVA GRATUITA
PROVA GRATUITA

CLONING DASHBOARDS BETWEEN CLIENTS

AREAS
ALL
CLIENT MANAGEMENT
DATA
FEATURES
HOW TO
INTEGRATIONS
MISC
PURCHASING
SHARING DATA
TRIAL
ALSO ASKED
Fai clic per dettagli...
What products do you offer?
#purchasing #discount #payment #buy #vat #credit #card #invoice #billing #subscription #dollars #euro #paypal #wire #transfer #tax #pricing #products #price #tutorial
Fai clic per dettagli...
What subscription or plan is best for me?
#purchasing #discount #payment #buy #vat #credit #card #invoice #billing #subscription #dollars #euro #paypal #wire #transfer #tax #pricing #products #price #tutorial
Fai clic per dettagli...
How to connect my first app?
#connect #xero #data #tutorial #getting #start #using
Fai clic per dettagli...
Can I create multiple clients in Octoboard?
#multiple #client #users #groups #invite #admin #expert #viewer #roles #tutorial
Fai clic per dettagli...
Do you support multiple user groups?
#multiple #client #users #groups #invite #admin #expert #viewer #roles #tutorial
Fai clic per dettagli...
How to share data with clients and internal teams?
#sharing #data #tutorial
Fai clic per dettagli...
How can I schedule a report?
#schedule #report #send #email #automatic #pdf #tutorial
Fai clic per dettagli...
How to send automatic PDF report by email?
#schedule #report #send #email #automatic #pdf #tutorial
Fai clic per dettagli...
How to create client portals with Octoboard?
#white label #client #portal #sharing #subdomain

Cloning widgets and dashboards between clients

Created app logins, dashboard and reports are visible to individual clients within Octoboard. However, you can use CLONING to copy your best work (dashboards and reports) across to any number of clients. Cloning will save you a lot of time. In fact, we recommend that you do not create reports or dashboards from scratch but always use existing templates or improve your best dashboards and reports by cloning them.

How to use dashboard and report cloning?

When working with a dashboard or report, go to TOP-RIGHT menu and select “CLONE” menu item from there.

In the dialog that will popup, give your dashboard a new name AND select the name of the destination client you want to clone your dashboard to. If you do not select the client name, the dashboard will be cloned to the current client by default.

Octoboard Logo
ABBONATI AL NOSTRO NOTIZIARIOCostruiamo dashboard per social media e aziende e piattaforme di analisi dei dati. Ottieni l'accesso anticipato e rimani al corrente delle novità tramite e-mail.
EN
FR
ES
PT
NL
DE
IT
Sociogram - LinkedInSociogram - FacebookSociogram - TwitterSociogram - Google PlusSociogram - VKontakteSociogram - PinterestSociogram - Instagram
Octoboard - Dati per la tua attivitàOcto Ltd Logo