This documentation supports releases of BMC Helix Dashboards up to December 31, 2021. To view the latest version, select the version from the Product version menu.

Sharing and importing dashboards

As a tenant administrator, an editor, or a viewer, you can share a dashboard or a panel as a link or a snapshot with other users. You can also export or download dashboards or panels and import community or custom dashboards in the system.

Community dashboards are open-source dashboards that you can import for your use. You can import them from  here Open link . For more information, click  here Open link .

Custom dashboards are the dashboards that you create or edit.

To learn about dashboard concepts, see Setting up dashboards.

To share a dashboard or a panel

  1. Open a dashboard and click the Share icon .
    If you are sharing only a panel, click the title header of a panel and click the Share icon.
  2. On the Share page, select one of the tabs depending on how you want to share the dashboard or panel.
    • Link — Copy and share the link that you can see in this tab. You can choose to share the dashboard or panel with its current time range and template variables Open link . You can also select a theme.
    • Snapshot — Share a dashboard or panel instantly with users inside or outside your organization. When you share a snapshot, sensitive data is removed and only the metrics data is displayed. While sharing, you can add a name for the snapshot and add an expiry time. The snapshot will not be available after the expiry time. You can also choose to configure a timeout for the dashboard or panel to collect data before taking a snapshot. For more information, click  here Open link .
    • Export — Save or view the dashboard or panel as a JSON object.
    • Download — Save or view a dashboard or panel as a PDF, XLS or CSV file. You can select the page layout for the PDF. You can also configure the formats to download a dashboard. For more information, see To configure variable for supported report formats.

To import a dashboard

  1. On the left navigation pane, do one of the following.
    • Hover your mouse over the Create icon and click Import.
    • Hover your mouse over the Dashboards icon and click Manage.
  2. On the Import page, do one of the following:
    • Click Upload .json file and browse to the dashboard JSON file.
    • In the Import via panel section, paste the dashboard JSON text.
  3. Click Load.
  4. Add a name and select a folder for the dashboard.
  5. Click Import.

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