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📊 Set the Default Dashboard During Snapshot Load

September 18, 2026/in What's New? Dashboard
You can now

choose which dashboard becomes the default

in destination sub-accounts while loading a Snapshot — eliminating the need to update each sub-account individually afterward.

*

Set a dashboard as default

— Each selected dashboard now includes a

Set as default

option during Snapshot Load.

*

Choose one default

— Only one dashboard can be marked as default. Select another dashboard to switch the default, or deselect it to use the existing behaviour.

*

No change required

— If you don’t select a default, the

Snapshot’s existing default dashboard

will continue to be used.

Previously, changing the default dashboard was a

sub-account-level setting

, requiring you to manually open each destination sub-account after loading a Snapshot.

For agencies loading Snapshots across hundreds or thousands of sub-accounts, this meant repeating the same configuration over and over.

Now, you can configure it

once during Snapshot Load and apply it everywhere

.

Screenshot 2026-09-14 at 11
Screenshot 2026-09-14 at 11

🚀 What You’ll Benefit From

*

Save time at scale

— Set the default dashboard once, whether you’re loading to 10 sub-accounts or 1,000.

*

Consistent setup

— Ensure every destination sub-account starts with the intended dashboard.

*

Fewer manual steps

— No need to visit individual sub-accounts after the Snapshot is loaded.

*

No disruption to existing workflows

— If you’re happy with the Snapshot’s current default dashboard, simply leave the setting unchanged.

During your next

Snapshot Load

, select the dashboards you want to copy and click

Set as default

on the dashboard you want as the destination’s default.

>

Tip:

Make sure the selected dashboard has the appropriate view permissions for users in the destination sub-accounts.

https://clixio.io/wp-content/uploads/2026/09/5b5a3495220c11fe72ad439824c27224.png 553 1126 Clixio.io https://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.png Clixio.io2026-09-18 01:47:002026-09-18 01:47:00📊 Set the Default Dashboard During Snapshot Load

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