How to Export Dashboards in OnePlan

Direct Answer: How to Export Dashboards in OnePlan

To export dashboards in OnePlan, go to Reporting > Dashboards from a Portfolio Area or plan, or open Dashboards from the Modeler or Global Resource Planner. In the dashboard toolbar, click the Export icon, select the dashboard tabs to include, and then click Export. OnePlan downloads a .json file containing the dashboard layout, widgets, settings, filters, and slicers (excluding Power BI tabs) to your local machine so it can be shared or reused in another environment.

What This Article Covers: Exporting Dashboards in OnePlan

This article explains how to export dashboards from OnePlan as a downloadable file. You will learn how to select dashboard tabs and generate a file that can be shared with other users or imported into another environment.

What you will accomplish
Export a dashboard file that preserves layout, widgets, and configuration for reuse or standardization.

Before You Begin: Exporting Dashboards in OnePlan

You must have Team Member permissions (or higher) at the global level.
You must have Reader (shared with permissions) or higher at the plan level.
You must have access to the Dashboards module.

Why This Matters: Dashboard Export in OnePlan

Standardization and Reuse

Exporting dashboards in OnePlan allows organizations to standardize reporting by sharing consistent dashboard configurations across teams and environments. A well-configured dashboard built once can be exported and deployed across many plans.

Portability Across Environments

Exported dashboard files can be moved between OnePlan environments, making it easy to replicate reporting setups without rebuilding them manually. This is particularly useful when onboarding new projects or teams.

Step-by-Step: Exporting Dashboards in OnePlan

Task: Navigate to Dashboards

From a Portfolio Area or plan, go to Reporting > Dashboards.
From the Modeler or Global Resource Planner, select Dashboards.

Task: Export Dashboard Tabs

In the dashboard toolbar, click the Export icon.
In the Export Dashboard dialog, use the Select a dashboard tab to export dropdown to choose which tabs to include. Select All Tabs to export every tab, or select an individual tab.
Click Export.

Task: Save the Export File

The system generates a .json file containing the dashboard layout, widgets, widget settings, filters, and slicers.
The file downloads automatically to your local machine's default Downloads folder.
This file can be shared with others or imported into another OnePlan environment. See How to Import Dashboards in OnePlan.

Frequently Asked Questions: Exporting Dashboards

Q: How do I export dashboards in OnePlan?
A: In OnePlan, go to Reporting > Dashboards, click the Export icon in the toolbar, select the tabs to include, and click Export to download a .json file.

Q: What is included in a dashboard export file in OnePlan?
A: In OnePlan, a dashboard export file includes layout, widgets, widget settings, filters, and slicers. Power BI tabs are excluded from the export.

Q: Can I export dashboards from anywhere in OnePlan?
A: In OnePlan, you can export dashboards from a Portfolio Area, within a plan using Reporting > Dashboards, or from the Modeler and Global Resource Planner.

Q: What is the file format for exported dashboards in OnePlan?
A: In OnePlan, dashboards are exported as .json files.

Q: Can I export just one dashboard tab instead of all tabs in OnePlan?
A: In OnePlan, the Export Dashboard dialog lets you choose All Tabs or select an individual tab for export.

What to Do Next: Exporting Dashboards in OnePlan

Import the exported file into another environment:

How to Import Dashboards in OnePlan

Copy a dashboard within the same environment instead:

[How to Copy a Dashboard in OnePlan]((source URL to be added when published))

Learn about OnePlan dashboards:

Reporting Dashboards in OnePlan - Overview

Dashboards in other OnePlan contexts: