Pre-configured dashboard setups can significantly simplify onboarding and ensure a consistent user experience across various accounts. By saving and loading snapshots with one or more dashboards, you can quickly replicate configurations from one account to another. This guide will walk you through the process of using snapshots that include dashboards, streamlining account creation and maintenance. Creating Account Snapshots If you don’t have an account snapshot ready yet, start by accessing the Agency View. From there, navigate to the Account Snapshots option in the left sidebar. 1. Click on Create New Snapshot located in the upper-right corner. 2. In the popup, give your snapshot a name and select the account whose data you wish to use. Once you save the snapshot, it will appear in your list of saved snapshots. Loading a Snapshot into Sub-Accounts 1. In the Sub-Accounts section, search for an existing sub-account or create a new one for loading your snapshot. 2. Once you've chosen the sub-account, click on Load Snapshot under the Actions dropdown. 3. Select the desired snapshot and click Proceed to begin loading it into the sub-account. Selecting Dashboards to Include in the Snapshot After selecting the snapshot, you will see a list of associated assets. Navigate to the Dashboard category, where you can pick the dashboards you want to load into the sub-account. You can skip or include specific dashboards based on your needs. Once you’ve selected all necessary assets, click Proceed to complete the process. Important Note: Private dashboards are not automatically included in snapshots. To ensure specific dashboards are transferred, make sure they are not set to private. Notification of Snapshot Completion Once the snapshot has successfully loaded, you will receive a notification through the bell icon in the top-right corner of your screen. Viewing and Editing Loaded Dashboards After loading the snapshot into the sub-account, navigate to the sub-account to view the newly added dashboards. Using pre-configured dashboards in snapshots enhances onboarding and setup, allowing for fast and consistent deployments across multiple locations. By ensuring all necessary assets are included, you can quickly replicate dashboards and provide a seamless experience for your clients. Key Considerations for Snapshot Dashboards Widgets and Settings: Dashboards will be loaded with all their widgets, filters, and custom settings intact. However, if these elements rely on additional assets (such as pipelines or custom values), ensure those assets are also part of the snapshot. If they are missing, you may encounter errors that require you to manually correct the widget properties. Default Dashboard: The default dashboard for the sub-account won’t be automatically updated. If you wish to set a new default dashboard, you will need to change it manually after the snapshot is loaded. By following this process, you can easily replicate comprehensive dashboard setups, significantly reducing manual configuration and ensuring consistency across your accounts