Download dashboards in the Bold BI application

It is possible to download dashboards from tenants deployed on your server. Here is a step-by-step guide on how to download dashboards from sites in Bold BI:

Prepare dashboards for download

To download the dashboard(s) from site(s), follow these steps:

1. Click on Actions in the dashboard grid context menu, and then select the Download option to download the corresponding dashboard.

   

   NOTE: If the download option for a particular dashboard is not visible in the context menu, this indicates that you don’t have the necessary permission to download it. Please refer to the download permission section to learn how to provide the download permission.

   You can also download more than one dashboard from the page by selecting the dashboard list checkbox, or all dashboards on the page by selecting the Select All checkbox in the header.

   

2. After clicking the Download option from the context menu or download icon, the dialog box will appear with description and warning message details. By default, the Include sensitive information checkbox is selected, but you can uncheck it if you want.

   

3. Click on the Prepare Download button in the dialog to initiate the download request for the selected dashboards or individual dashboards. You can then check the status of the download process on the Offline Resources page.

   

NOTE: The Include sensitive information includes data source sensitive credentials. By enabling this option, you can download the dashboards with sensitive details, making it easier to upload them to another server without the need for additional configuration. This can save time and effort, as you can directly use the downloaded dashboards with all the necessary information.

Download the dashboard file from offline page

After the download process is complete, you can download the downloaded dashboards on the Offline Resources page. Here is how to download individual dashboard files or multiple dashboard files in a zip format:

Download the dashboard file

To download the dashboard file, follow these steps:

1. Go to the Offline Resources page.

   

2. Click the download icon to download the corresponding dashboard.

   

   You can download multiple dashboards by selecting their checkboxes, or select all dashboards on the page by clicking the Select All checkbox in the header.

   

   Then, click the Download All button at the top of the page to download the selected dashboard files.

   

3. When downloading individual dashboards, the dashboard file with the extension .bbix will be downloaded. If you download multiple dashboards, a zip file containing the individual .bbix files for the selected dashboards will be downloaded.

Check the status of the downloaded dashboards

You can check the status of the downloaded dashboards by clicking the Status column on the Offline Resources page. This will show the status of the download process for each dashboard. Also, make sure to refresh the page to see the latest status updates.

If any dashboard fails to download, you can view the reason for the failure by clicking on the Know More option in the dialog.

NOTE: If you come across a download failure error message associated with the download permission, it means that you do not have the required permission to download it. Please refer to the download permission section to understand how to grant the download permission.

Download Permissions

By default, a user can only download their own dashboards. However, an administrator or a user with permission to delegate other permissions can grant download permission to other users for all dashboards, dashboards in a category, or specific dashboards. After the permission is granted, the user(s) will be able to download the dashboards from the tenants in Bold BI.

You can grant download permission to users in two ways: either from the Dashboards Listing page or from the Users and Groups Manage Permission page.

Granting download permission from the dashboard listing page

1. Click the Share Permissions option in the Dashboards grid context menu.

   

2. Select the download permission access and search for the users or groups in the search box, then click the Share button to provide the download permission for that dashboard.

   

NOTE: Only the user who created the dashboard and the Administrator can share the dashboard with other Bold BI users.

Granting download permission from the users or groups manage permission page

1. Go to the Users page and click on Actions in the user management grid context menu. Then, select the Manage Permissions option.

   

2. Click on the Add Permission button and select All Dashboards, Specific Dashboards, or Dashboards in the Category entity you want to grant the download permission for.

   

3. Select the Download access mode and click the Add button to grant the user download permission.

   

As previously outlined, the steps for granting download permissions to a user can be followed for a group as well. Navigate to the group listing page, select Manage Permissions for the desired group, and add the download permission.

Limitations of OAuth Data Sources

• Dashboards created with data sources that have OAuth cannot be uploaded successfully at this time. The following is a list of data sources with OAuth that cannot be uploaded.
  

  1.Asana
  2.AzureDevOps
  3.Bitly
  4.Box
  5.Buffer
  6.DecisionLens
  7.Dropbox
  8.Facebook
  9.FacebookAds
  10.Fitbit
  11.FreshBooks
  12.Gmail
  13.GoogleAds
  14.GoogleAdsense
  15.GoogleAnalytics
  16.GoogleCalendar
  17.GoogleDrive
  18.GoogleSearchConsole
  19.GoogleSheets
  20.GoHighLevel
  21.Keap
  22.Instagram
  23.LinkedIn
  24.MicrosoftDynamicsSales
  25.MicrosoftDynamicsSales
  26.MicrosoftDynamicsService
  27.MicrosoftOneDrive
  28.MicrosoftOutlookCalendar
  29.MicrosoftSharePoint
  30.Podio
  31.QuickBooks
  32.QuickBooksPayments
  33.Salesforce
  34.SalesforceReports
  35.Slack
  36.Smartsheet
  37.Todoist
  38.Wistia
  39.WordPress
  40.Xero
  41.Xero Workflow Max
  42.Youtube
  43.Zoho Books
  44.ZohoCRM
  45.ZohoInvoice

Limitations of features During Dashboard Upload.

We have added some limitations(Unsupported features) in uploading dashboards.