Export a dashboard
AI summary
Export a dashboard as a JSON file to move it to another workspace, including custom tiles and policies.
Export a DashboardDashboardA dashboard groups reports, policies and KPIs on one page as tiles, so each stakeholder sees the governance data that matters to them.Read more to move it to another WorkspaceWorkspaceA Workspace is the top-level container in Rencore Governance. It holds the settings, users, roles and connected apps for exactly one Environment, the connected Microsoft 365 tenant.Read more. The export also contains the Dashboard’s custom tiles and policies.
Before you begin
- Your Rencore role includes the Export Dashboard Schema permission. Owner, Admin and Contributor have it. See Rencore roles.
Steps
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Open the Dashboard you want to export with the Dashboard Selector.
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Click the Dashboard Menu button (ellipses) in the top right.
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Select Export Dashboard.
What you see
Your browser downloads a JSON file with the extension .dashboard. It has the same name as your Dashboard.
Frequently asked questions
Which Rencore roles can export a dashboard?
Owner, Admin and Contributor can export a Dashboard. Your Rencore role must include the Export Dashboard Schema permission, and these three roles have it.
How do I export a dashboard to move it to another Workspace?
Open the Dashboard with the Dashboard Selector, click the Dashboard Menu button (ellipses) in the top right, and select Export Dashboard. Your browser then downloads the file.
What does the exported dashboard file contain and what is it called?
The export is a JSON file with the extension .dashboard, named the same as your Dashboard. It also contains the Dashboard's custom tiles and policies.
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