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Exporting Dashboards to Another Environment

  • April 8, 2026
  • 2 replies
  • 28 views
R
New Voice
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Hi everyone,

Is there any possibility to export dashboards to another environment in DocuSign?

I know that reports can be exported, but I would like to understand if the same is possible for dashboards as well.

Thanks in advance!

Best answer by Pawan Gangwani

Hello ​@rrsouza 

Welcome to the Docusign Community!

Dashboards are environment-specific and are not exportable between Docusign environments.

Recommended workaround

  1. Export or recreate the underlying reports in the target environment.
  2. Manually rebuild the dashboard in that environment using those reports.
  3. Document dashboard layout, filters, and widgets to speed up recreation.

Thanks!

👪 Docusign Community Leaderboard Top 5 contributor
💹 Ranked #3 in the Reply Royalty category in DocuSign Community Wrapped 2024
🤝Let’s LinkedIn and roll: Pawan Gangwani - EY | LinkedIn

2 replies

Pawan Gangwani
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Forum|alt.badge.img+15

Hello ​@rrsouza 

Welcome to the Docusign Community!

Dashboards are environment-specific and are not exportable between Docusign environments.

Recommended workaround

  1. Export or recreate the underlying reports in the target environment.
  2. Manually rebuild the dashboard in that environment using those reports.
  3. Document dashboard layout, filters, and widgets to speed up recreation.

Thanks!

👪 Docusign Community Leaderboard Top 5 contributor
💹 Ranked #3 in the Reply Royalty category in DocuSign Community Wrapped 2024
🤝Let’s LinkedIn and roll: Pawan Gangwani - EY | LinkedIn

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    R
    New Voice
    Forum|alt.badge.img+1
    • rrsouzaNew Voice
    • Author
    • New Voice
    • April 20, 2026

    Hello ​@rrsouza 

    Welcome to the Docusign Community!

    Dashboards are environment-specific and are not exportable between Docusign environments.

    Recommended workaround

    1. Export or recreate the underlying reports in the target environment.
    2. Manually rebuild the dashboard in that environment using those reports.
    3. Document dashboard layout, filters, and widgets to speed up recreation.

    Thanks!

    👪 Docusign Community Leaderboard Top 5 contributor
    💹 Ranked #3 in the Reply Royalty category in DocuSign Community Wrapped 2024
    🤝Let’s LinkedIn and roll: Pawan Gangwani - EY | LinkedIn

    Thanks for the explanation, that really helps!

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