# Import and export a dashboard

Export the figures of a dashboard or of one widget to PDF, Excel or CSV, export the design of a dashboard to a file, and import a design as a new dashboard.

Two different things leave a dashboard. Its figures, as they read now, go to a PDF, an Excel workbook or a CSV file for a meeting or a report. Its design, the list of widgets and their settings without any figure, goes to a file that recreates the dashboard in another database or as a fresh copy.

## Before you start {#before-you-start}

- Exporting figures needs the **Dashboard Export** access right on **Analysis**, which the **Manager** right includes. With it, you export the dashboards you own, every dashboard you see if you hold **Supervisor**, and those whose access lines tick **Can Export** for you. Without it, the export buttons do not show.
- Exporting a design needs the right to change the dashboard; importing one needs **Supervisor** or **Manager**.

## Export the figures {#figures}

1. Open the dashboard in **Analysis/Analysis**, here **Activities Analysis**, and set the **Date Filter** if you want a period: the export follows it.
2. Click the download button at the top right and choose a format.

![The three formats of the board export, PDF, Excel and CSV.](https://jaah.app/web/image/13152-e645216b/analysis-import-and-export-a-dashboard-export_menu-en.png)

- **PDF** prints the dashboard on landscape A4 pages: its name, then each widget with its title, the charts as pictures, the figures and the tables.
- **Excel (XLSX)** writes one sheet per widget, with its groups and values.
- **CSV** writes the same tables one after the other in a single file.

The file is named after the dashboard. To export a single widget, hover over its tile and click its own download button: **PNG** for a chart drawn as a picture, **XLSX** or **CSV** for its values.

## Export the design {#design}

1. Click the gear button, **Configure**, to open the form of the dashboard.
2. Open **Actions** and choose **Export Config**.

![Export Config downloads the design of the dashboard as a JSON file.](https://jaah.app/web/image/13154-9772e62b/analysis-import-and-export-a-dashboard-export_config-en.png)

The browser downloads a JSON file named after the dashboard. It holds the name, the icon, the description and every widget with its type, model, fields, filters, display options and place on the board. It holds no figure, no record, no access line and no share link.

## Import a design {#import}

1. Open **Analysis/Configuration/Import Dashboard**.
2. Upload the file in **JSON file**, or paste its content in **Or paste JSON**, here a small design with one KPI.

![A dashboard design pasted in the Import Dashboard dialog.](https://jaah.app/web/image/13156-f59fd5c9/analysis-import-and-export-a-dashboard-import_dialog-en.png)

3. Click **Import**. The new dashboard opens on its form: **Personal**, **Draft** and owned by you, whatever the file came from.

![The imported dashboard, a personal draft of yours with the widget of the file.](https://jaah.app/web/image/13158-a8a1eb8e/analysis-import-and-export-a-dashboard-imported_form-en.png)

A widget whose model is missing from the database is skipped. A field the database does not know is left empty, and the widget is skipped when it cannot work without it. Check the widgets, then share and publish the dashboard as [Share a dashboard](share-a-dashboard) explains.

## FAQ {#faq}

### Does an export contain the records themselves? {#records}

No, only the figures the widgets show. A **Table / List** widget that lists records exports its rows and columns.

### Why don't I see the download button? {#no-button}

You lack the **Dashboard Export** right, or the dashboard is not yours and no access line gives you **Can Export**.

### Can I import the same file twice? {#twice}

Yes. Each import creates a new dashboard; nothing is merged.

### Can I move a ready-made dashboard to another database? {#move}

Yes, with **Export Config** and **Import Dashboard**, provided the other database has the same apps installed.

---

- Source: https://jaah.app/docs/analysis/import-and-export-a-dashboard
- Updated: 2026-10-27
- Version: Analysis 19.0.1.6.2
- Verified: 2026-10-27