Exporting Dashboards to Another Environment

Question

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!

Pawan Gangwani · Accepted Answer

Hello ​@rrsouzaWelcome to the Docusign Community!Dashboards are environment-specific and are not exportable between Docusign environments.Recommended workaroundExport 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!👪 Docusign Community LeaderboardTop 5contributor💹 Ranked #3 in theReply Royaltycategory inDocuSign Community Wrapped 2024🤝Let’s LinkedIn and roll:Pawan Gangwani - EY | LinkedIn

rrsouza · Answer

Hello ​@rrsouzaWelcome to the Docusign Community!Dashboards are environment-specific and are not exportable between Docusign environments.Recommended workaroundExport 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!👪 Docusign Community LeaderboardTop 5contributor💹 Ranked #3 in theReply Royaltycategory inDocuSign Community Wrapped 2024🤝Let’s LinkedIn and roll:Pawan Gangwani - EY | LinkedInThanks for the explanation, that really helps!

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