Exporting and Importing Intelligence Dashboards

🎯 Goal

This article explains how to export and import dashboards in the Intelligence module, boosting efficiency, collaboration, and scalability.
You’ll also learn about permission rules related to this feature.

This article includes the following sections:

• Why is this functionality essential?

• How dashboard import works

• How dashboard export works

• Benefits of exporting and importing
  
  

🔍 Why is this functionality essential?

🔹 🕒 Time-saving – Avoids manually recreating dashboards in different environments, ensuring consistency.
🔹 🔄 Easy sharing – Allows dashboards to be exported as files for sharing insights between teams.
🔹 🌍 Environment continuity – Makes it easy to replicate dashboards across development, test, and production environments.

📥 How does dashboard import work?

You can now import dashboards by clicking the “+” icon and selecting Import Dashboard.

🔒 Import rules

✔ Only users with creation permission can import dashboards.
✔ Importing follows the general permission settings of the Intelligence module.

⚠️ Potential errors and how to fix them

⚠ Invalid filters – If there are incompatible or nonexistent filters, adjust them manually in the chart.
⚠ Incorrect properties – Make sure all properties used in the dashboard exist in the environment.
⚠ Corrupted or manually edited file – If you edited the JSON file, try using the original unedited version.
⚠ Filter incompatibilities – Some changes in operators (e.g., greater/less than) may cause errors; adjust as needed.

📤 How does dashboard export work?

Exporting is done per tab. To export a dashboard:

1️⃣ Click the three-dot menu on the tab.
2️⃣ Select Export Tab.
3️⃣ The JSON file download will start automatically.

🔒 Export rules

✔ Only the dashboard owner can export it.

🚀 Benefits of exporting and importing

✅ Easy data migration – Move dashboards between environments without recreating them.
✅ Fast deployment – Quickly set up, validate, and launch dashboards.
✅ Configuration reuse – Create dashboard templates for teams, clients, or projects.
✅ Easy backup – Save dashboard versions before making major changes.

This functionality improves operational efficiency, reduces rework, and offers a smoother experience on the platform. 🚀