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Cloning Explore dashboards

Rob Stack
  • Edited
Zendesk Documentation Team

Suite Professional, Enterprise, and Enterprise Plus

Note: Only editors and admins can clone dashboards.

This article contains the following topics:

Cloning pre-built dashboards

You cannot customize Explore's pre-built dashboards. However, you can clone a dashboard to create an editable copy of the dashboard and all of its queries. You can then modify the dashboard's queries or add new queries to the dashboard. Keep in mind that when you clone a pre-built dashboard, you also create copies of all queries used in the dashboard. These cloned queries are stored in the corresponding default datasets.

Tip: Before you clone a pre-built dashboard, check that nobody else has already done this. When the same pre-built dashboard is cloned multiple times it creates duplicate queries which can make finding the queries you want difficult.
To clone a pre-built dashboard
  1. Open the Dashboard library ().
  2. Click the Settings icon () to the right of the dashboard name.
  3. Select Clone from the drop-down list.

  4. Enter a name for the cloned dashboard.

  5. Click Clone.

    The dashboard and all of its queries are duplicated.

Cloning custom dashboards

Cloning a custom dashboard is a similar process to cloning a pre-built dashboard. However, when you clone a custom dashboard you can control whether Explore creates a copy of the queries and additionally gives you the option to create a copy of the dataset that the original dashboard queries came from.

Tip: If you are planning to simply add new queries to a dashboard there is no need to clone the queries or datasets. However, if you want to customize the queries for the cloned dashboard in a different way then the original you must clone the queries. Cloning the dataset is rarely needed. It is useful only if you want to separate the cloned queries in a different dataset.

To clone a custom dashboard

  1. Open the Dashboard library ().
  2. Click the Settings icon () to the right of the dashboard name.
  3. Select Clone from the drop-down list.

  4. Enter a name for the cloned dashboard and select whether you want to clone the dashboards query and dataset also.

  5. Click Clone.

    The dashboard and all of its queries is duplicated.

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16 Comments

  • Emersson Chinchilla

    Hi Rob,

    I have cloned the support report, and I set some filters in that new report, but everytime that I get out of the report to go to another report, and I come back to the cloned report, the filters that I previously selected dissapears. I need that those filters stay permanent.... how I do that?

    thanks.

    0
  • Jessica Blake
    Zendesk team member

    Hi Emersson, 

    Not sure what the problem is there! Let's take this into a ticket and have a closer look. Keep an eye on your inbox for an email from me. 

    0
  • Joe Sibley

    Is there an easy way to clone a dashboard, edit it to show only one person's stats, then share it with them, and that's the only data they can see?  While I see lots of filtering capabilities, I'm not sure how to prevent agents from seeing other agents stats.

    Then to take it further, could I do the same for a manager and their team?

    0
  • Brett Bowser
    Zendesk Community Team

    Hi Joe,

    Thanks for your questions! This is possible but will take a bit of work. You would need to make a dashboard for each agent/team and then filter/bookmark the results to only show the agent/team result. 

    Once you have created each dashboard you can schedule those to be sent to each agent/team. The following article should provide a bit more detail:

    Hope this helps!

    0
  • Shannon Moran

    Is there a way to resurrect a deleted prebuilt dashboard? Someone inadvertently deleted the Guide dashboard... 

    0
  • Shera Esquivel

    Hello Shannon,

    Thanks for reaching out to Zendesk. I hope your day has been treating you well. Let's see what we can do to shed some light on this dashboard recovery situation. I was digging through our Explore and our API documentation and it appears as though there is no way to recover a deleted dashboard within Explore.

    I also believe that this functionality would be a welcome addition to Explore, but I'm not sure about the feasibility. I have marked this ticket for product feedback and hopefully, we can get some traction from our product team! It might also be worth posting on our Community forums which are located here.

    Hopefully this information helps, but if you have question please let us know.

    Regards,

    0
  • Todd Eldridge

    I want to take the default dashboard, clone it, and then filter it for just a single group.  As the person above stated, every time I open my cloned dashboard, the group selection is unchecked.  How can I make this stay permanently?

    0
  • Devan - Community Manager
    Zendesk Community Team

    Hello Todd,

    So good news you can indeed make this stay permanent when cloning your dashboard. I've gone ahead and linked an article below that goes into detail on how to set this up on your end. I hope this helps and let us know if there is anything else we can assist with!

    Best practices for using dashboard filters

    Best regards. 

    0
  • SJ Shahid

    Hi Rob,

    I building a dashboard with rabs for each month of the year. To accomplish that I have inserted queries in to 1st tab, and some filters on the tab itself. Two of them are a time and agent filters. When I clone the tabs, for the first 8 months the copying of the filter settings was done without any problems. But after that for the 9th one, no filter settings are copied, however many times I try and clone the previous tab.

    Am i doing anything wrong?

    0
  • Randy Nieukirk

    When you clone a dashboard (for testing), it would be great if all queries tied to that dashboard were removed when you remove the Dashboard.

    Explore obviously keeps track of the queries assigned to a dashboard, so this wouldn't be to big of a request.  But it would be a huge help to those of us that like to clone/test and keep things organized.  Simplify the Administrators workflow.  

    1
  • Rob Stack
    Zendesk Documentation Team

    Hi SJ Shahid, sorry you're having trouble with this. Based on your description, it doesn't seem like you're doing anything incorrectly. To help you get to the bottom of this, I've opened a ticket on your behalf. Someone should be in touch with you soon.

    1
  • Rob Stack
    Zendesk Documentation Team

    Hi Randy Nieukirk, I agree this would be a good addition to Explore. Do you think it should be configurable so you can choose whether or not to remove the queries (I'm guessing there might be occasions when they need to be kept)?

    It would be great if you could add this feedback in the community at https://support.zendesk.com/hc/en-us/community/topics/360001200913 Thanks for this great feedback!

    1
  • Randy Nieukirk
    • Edited

    Yes, Rob.  I like that idea, make it an option for each Dashboard you clone.

     

    0
  • Randy Nieukirk

    Added the request to have the option to delete all cloned queries when you delete a cloned Dashboard.

    Please go vote for my request:

    https://support.zendesk.com/hc/en-us/community/posts/360039277834-Option-to-Delete-queries-attached-to-cloned-Dashboards

     

     

    1
  • Mustafa Gul
    • Edited

    I cloned the support dashboard, however the moment i tried to amend the queries in view it shows zero values but in query it shows the right number.

    would you please clarify

    0
  • Rob Stack
    Zendesk Documentation Team

    Hi Mustafa Gul that doesn't sound right. I've opened a ticket so we can investigate what's going on for you. Thanks!

    0

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