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CLONING DASHBOARDS BETWEEN CLIENTS

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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.

Top right menu clone

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.

Clone dashboard config