Import and Export Dashboards

If you want to move a dashboard from one server to another you can export it by saving the dashboard file, and then import it on the other server.

Options for importing dashboards include:

  • Importing a dashboard into a currently opened dashboard, or into a new dashboard
  • Importing pre-configured dashboards stored on the Lakeside Customer Portal from SysTrack Kits

Export a Dashboard

  1. Click the (Export Dashboard) button on the Toolbar.
  2. At the Save As dialog, select the location in which to save the dashboard file (.dash), and click the Save button.

Import a Dashboard

You can import a saved dashboard file (.dash) or a import a dashboard from SysTrack Kits.

Import a Saved Dashboard File

  1. If you wish to import a dashboard click the (Import Dashboard) button on the Toolbar. The Import dialog displays.

  1. At the Import dialog box, click the Select File button to navigate to the dashboard file you wish to import, and click the Open button.

  2. If you wish to import the dashboard into a currently opened dashboard, select the Import into current dashboard check box OR if you are importing into a new dashboard, leave this check box unchecked. If you are importing into a new dashboard, choose to either leave the default dashboard name in the New Dashboard Name field,or rename the new dashboard.
  1. Click the OK button.

Import a Dashboard from SysTrack Kits

SysTrack Kits provides a way to import Kits of pre-configured SysTrack files including dashboards from the Lakeside Customer Portal or a local site.

  1. From the Dashboard Builder, click the (Import Dashboard) button on the Toolbar. The Import dialog displays.
  2. Click the Go to SysTrack Kits button.