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Copy Reports To Another Company Using Dashboard Tab Export Method

This article explains how to copy reports from one company to another. This works for both copying to clients in the same instance/POD or clients in different instance/POD.

 

  1. Login in SA.
  2. Navigate to Profiles/Policies>Dashboard Layout>Dashboard Tab Library.
  3. Click Add New in the top right with the following options
  4. Tab Type: Custom Tab
  5. Template: blank
  6. Name:Report Export
  7. Description: blank
  8. Click +Add on the right side and choose Reports/Charts.
  9. Find and select the reports you want to export/share.
  10. Click Apply.
  11. Click Save.
  12. Click Back to Dashboard Tab Library page.
  13. Find the new created tab and select it.
  14. Click the More Actions in the top right and choose Export.
    Note: This download an export version of the tab board tab to your computer.
  15. Login as SA for the company you want to copy the reports too. 
  16. Navigate to Profiles/Policies>Dashboard Layout>Dashboard Tab Library.
  17. Click the More Actions in the top right and choose Import.
  18. Drag and drop the export file to the upload window. 
    Note: You can click "browse files" to choose the export file instead of dragging and dropping.
  19. Click Upload.

You have successfully imported the dashboard tab and copied over the reports within the tab to the client's environment.