Import/Export

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• Supervisor

Export dashboards, wallboards, and templates from one environment to another.

Related documentation:

• How Reporting works
• Get Started with Genesys Pulse

Import and export of custom dashboards, wallboards, and templates

You can export dashboards, wallboards, and templates from one environment to another. This means after you create your own custom content based on the business requirements, you can easily build a package to use in other environments.

Export package file from your environment

1. In the source environment, in the Manage menu, select Import/Export options.
2. Select any dashboards, wallboards, and widget templates from the centralized repository. You can also apply a filter on the type of objects or the name of dashboards
3. Click Export to save a package file (JSON format) into your system.

Import package file to another environment

1. In the destination environment, in the Manage menu, select Import/Export options.
2. Click Import to select a previously exported package file.
3. Select the dashboards, wallboards, and widget templates from package file to import into your current environment
4. Click Import.

Video: Export Dashboards

How to export a package file so you can import it to another environment.

Video: Import Dashboards

How to import a package file that you exported from another environment.

What do I do next?

You might want to learn more about:

• Dashboards and Wallboards
• Manage Report Templates