You can use the cloning property to create a new dashboard from an existing dashboard.

When a partner or client clones a dashboard and selects the current client from the scope, the dashboard becomes a private dashboard for the particular client.

When a client clones a dashboard with the scope of Any Client, the dashboard is available for all clients.

  1. Select a client from the All Clients list.
  2. Go to Dashboard > Dashboard Menu.
  3. Click Save As.

The cloned Dashboard Layout screen displays the same details as the parent dashboard except for a different Name field value.