Ideas for Acumatica

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Allow export and import of dashboards

Provide mechanism to export a dashboard and import it into another system.
  • Douglas Johnson
  • Nov 3 2014
  • Shipped
  • Attach files
  • Tim Rodman commented
    24 Jan, 2019 07:27pm

    Nice! That will definitely make bundling Dashboards in Customization Projects a lot easier. Next, if you could tackle this idea, that would be awesome:

  • Admin
    Feedback Admins commented
    24 Jan, 2019 06:28pm

    In 2019 R1 we are simplifying the process of adding dashboards to customization projects. Currently you need to manually add related information (generic inquiries, filters, etc.) to the customization project. This will be automated in 2019 R1.

  • Gabriel Michaud commented
    30 Oct, 2017 08:03pm

    Shipped in 2017R2.

  • Tim Rodman commented
    30 Oct, 2017 07:54pm

    Looks like this is now possible in 17.200.0401 (click here)

  • Gabriel Michaud commented
    28 Jul, 2016 02:59pm

    Kyle, you are right. This feature is not shipped yet, but it's something we're planning to do.

  • Kyle Rilling commented
    27 Jul, 2016 06:42pm

    Hi Doug-

    I see the status of this idea as "shipped". Is this functionality actually built into Acumatica? I know that I can export the individual generic inquiries that make up the dashboard, but can I actually export entire dashboards? I'm specifically referring to the out of the box dashboards inside the sales demo data. would be really nice if we could utilize these out of the box dashboards without having to build them ourselves.

  • Jerry Welliver commented
    24 Apr, 2015 05:33pm

    Yes - This would allow development of dashboard in a test company and then move it into production.