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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!
+15- Hero
Hello
Welcome to the Docusign Community!
Dashboards are environment-specific and are not exportable between Docusign environments.
Recommended workaround
- Export or recreate the underlying reports in the target environment.
- Manually rebuild the dashboard in that environment using those reports.
- Document dashboard layout, filters, and widgets to speed up recreation.
Thanks!
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