Import a dashboard
AI summary
Import a Dashboard file and its custom tiles and policies from another Workspace. You need the Import Dashboard Schema permission and a .dashboard file.
Import 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 file, for example one exported from 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 import also brings in the Dashboard’s custom tiles and policies.
Before you begin
- Your Rencore role includes the Import Dashboard Schema permission. Owner, Admin and Contributor have it. See Rencore roles.
- You have a Dashboard file with the extension .dashboard. See Export a dashboard.
Steps
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Open Dashboards in Rencore Governance.
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Click the Dashboard Menu button (ellipses) in the top right.
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Select Import Dashboard.
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Select and load the .dashboard file.
Frequently asked questions
Which Rencore roles can import a dashboard?
Owner, Admin and Contributor can import a Dashboard. These roles include the Import Dashboard Schema permission, which you need to run the import.
How do I import a dashboard file into Rencore Governance?
Open Dashboards, click the Dashboard Menu button (ellipses) in the top right, and select Import Dashboard. Then select and load the .dashboard file.
Does importing a dashboard also bring in its custom tiles and policies?
Yes. The import brings in the custom tiles and policies of the Dashboard together with the Dashboard itself. You can use a file exported from another Workspace.
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