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Distribute Reports and Dashboards on Semantic Data Models with First-Generation Managed Packages

Distribute Reports and Dashboards on Semantic Data Models with First-Generation Managed Packages

You can deploy semantic model reports and dashboards from a source org to a target org when the semantic model is located in the same dataspace in both orgs.

Required Editions

Available in: Lightning Experience
Available in: Data 360 in Developer, Enterprise, Performance, and Unlimited Editions
  1. From Setup in your Developer Edition org, select Package Manager and click New to create a managed package.
  2. Click Add in the Components tab, then from the Component Type dropdown list, select and add Reports and Dashboards to the package.
  3. To ensure all dependent assets and appropriate permission sets and profile settings are added, click View Dependencies.
  4. After your reports and dashboards are packaged, prepare them for distribution.

To install the reports and dashboards in the target org, copy the URL of the managed package and log into the target org. Follow the on-screen instructions to install the managed package.

 
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Salesforce Help | Article