Copying a Published Dashboard to Another Account

After you have published a dashboard, you can copy it to another of your accounts.

You can use SuiteCloud Development Framework (SDF) to manage published dashboards as part of file-based customization projects. For information about SDF, see SuiteCloud Development Framework.

You can use the Copy to Account feature to copy an individual published dashboard to another of your accounts. Each published dashboard page has a clickable Copy to Account option in the upper right corner.

Note:

Only supported portlets in a dashboard are copied. See Customizations Supported by SuiteCloud Development Framework.

Before you copy a dashboard to another account, you must complete the following two steps:

1. Check that the NetSuite accounts you want to copy to and from meet specific requirements. See Copy to Account.

2. Enable the Copy to Account feature. See Setting Up Copy to Account.

To copy a published dashboard to another account

1. Go to your home page, and in the Settings portlet, click List next to Publish Dashboard.

   A list of your dashboards appears.

2. Click Edit next to the name of the dashboard that you want to copy.

3. To start the Copy to Account process, click the Copy to Account option in the upper right corner and follow the steps described in Using Copy to Account.

Related Topics

• Publishing Dashboards
• Publish Dashboards Permission
• Publishing a Dashboard
• Applying Changes to Published Dashboards

General Notices