After you create an Explore dashboard, you can customize it using the options on the Dashboard Builder toolbar.
This article contains the following sections:
Add widgets
Use the Add drop-down list to choose queries and other widgets that you want to add to your dashboard.
For details about adding widgets, see Adding and arranging dashboard widgets.
Dashboard
The Dashboard menu contains the following options:
- Undo steps back the last action you took.
- Redo - Restores the last action you undid.
- Paint format copies a widget's formatting to apply to other widgets.
- Paint size applies formatting to a selected area of your dashboard.
- Hide outline of the tab bar removes the border around tabs.
- Snap to grid displays a grid to help you align your widgets. You can change the grid size. The grid does not appear on the published dashboard.
- Clone creates a copy of the dashboard. This also clones all widgets on the dashboard.
- Background color applies the selected color as the background of the dashboard. The tab fill color you set overrides the background color. You might need to set the tab fill color to transparent to see the dashboard background color.
- Dashboard width increases or decreases the width of your dashboard.
Tab options
The Tab options menu contains the following options:
- Size: Fit to one screen resizes your tab to fill the screen. If you deselect the fit to one screen option, you will be able to enter custom sizes in the tab dimension menu.
- Automatically reorganize widgets reorganizes your widgets to fill the entire tab. Before you reorganize widgets, a warning dialog will appear to confirm your selection.
- Tab height applies custom dimensions to your tab. This will only appear if you have deselected the fit to one screen option.
- Interaction options removes tab interactivity to permit public sharing (see Turning off data interactivity).
- Export options sets the permitted formats for the tab when the dashboard is exported.
- Slides options sets the widget order when slide-show mode is enabled (see Viewing widgets as slides).
- Tab fill color, Tab font color applies the selected colors to your tab background and text.
- Clone creates an exact copy of your tab in the current dashboard or another dashboard (see Working with dashboard tabs). All widgets on the tab will be duplicated as well.
Dashboard title
The Dashboard title menu contains the following options:
- Title fill color applies the selected color as the background for your title.
- Title text color applies the selected color to the title text.
- Title font size applies the selected text size to the title.
- Title size sets the height of the title. Your text size will not be altered.
- Image add an image from your computer, or an online source. A remove image icon will appear after you add an image.
Widget options
The Widget options menu contains the following options:
- Hide/show header remove or add a header to the widget.
- Header size sets the header's height. Your header text size will not be altered. There is no width option for a widget header; headers will automatically adjust to the widget width.
- Border color applies the selected color to the widget border.
- Hide border removes or adds a border to the widget.
- Rounded edges sets how far widget corners are rounded inwards.
- Widget position sets the width and height of a widget, as well as its location on the dashboard.
- Background color applies the selected color as the widget's background.
- Hide loading icon removes the icon displayed while widgets are retrieving data from your dataset.
Widget header
The Widget header menu contains the following options:
- Widget header fill color applies the selected color as the background for your widget header.
- Widget header text color applies the selected color to the header text.
- Widget header font size applies the selected text size to the header.
- Bold, Italic, Underline sets the formatting for the header text.
- Left, center, right-justify sets the header text to the selected position.
Customizing text
If you have added a text widget to your dashboard, you can customize the text formatting. Unlike the other customization options in the dashboard builder, there is no toolbar menu for customizing text. Instead select the text you want to customize by selecting a section of text, or by double clicking a word.
The text customization options will appear as a pop up under the text you selected.
- Bold adds bold formatting to your text.
- Italics italicizes your text.
- Underline adds a line underneath your text.
- Text color changes the color of your text.
- Hyperlink renders the selected text as a link. Enter a URL after you click this option.
- List orders your texts in a numbered list. Every time you press enter, a new line will be added with the next sequential number.
- Bullets adds bullet points in front of each new line of text.
- Justification opens a drop-down menu where you can select to left, right, or center-justify your text.
- Text size increases or decrease the size of your text.
- Default resets your text back to Explore's original formatting.
12 Comments
Hi Rob Stack,
Maybe I'm missing something fundamental, but is it possible to simply clone the default Zendesk Support dashboard then in one place limit all data in all tabs to an additional filter, for example ticket group? The idea is to provide an exact clone of the default dashboard, but limited to, for example, the Billing team's activity. Would I have to make clones of every query involved to accomplish this or is there an easier way. Thanks!
Hi Michael Tucker
You might be able to use dashboard level filters to accomplish what you want. This article is good as a starting point - https://support.zendesk.com/hc/en-us/articles/360040720994
Hope this helps.
Hi!
This may be a simple oversight, but does explore offer any adaptive display options for the dashboards? I work from a laptop and and have to manually resize the dashboard when I plug in and out of my external display as the queries featured run off the edges of the screen.
This causes some complications when trying to show data to business partners when I do not have the luxury of docking my laptop into a larger monitor. Is this feature something being considered if not already published?
Thanks
Hi,
I created a query where we can see how many chats/ emails were handled per agent for certain period of time. The query is for 10 agents with column charts for each agent, showing the last 7 days activity.
When I add the query into a Dashboard, I can see 4 charts out of 10 and there is a scroll bar to see the rest. When I schedule email delivery, the dashboard is appearing without the scroll bar and can't see the stats for all agents, just for 4 of them.
I tried to export the Dashboard in different file formats, but none of them worked.
Is there anything that I am missing in order to fit the whole dashboard into the email?
Thanks in advance,
Rose
Hi Rositsa Pavlova I've opened a ticket for your question so we can investigate fully what's going wrong here. Someone should be in contact soon. Thanks.
Rob Stack,
How do you simply expand the width of columns for a query that you add to a dashboard. Can I suggest a click and drag to resize column width option for the future. But in the meantime do you have any suggestions for width expansion of two columns of a query in a dashboard.
Thanks
Hi Bart thanks for the feedback. While clicking and dragging to set the widths isn't currently available there is a way around this.
In the query, after you've generated a table, click Chart configuration > Columns
On the Columns page, make sure that Fit to content is not enabled, then you'll be able to change the column width. These changes will carry through to the dashboard.
Our feedback forum is a great place to request clicking and dragging to adjust column widths. https://support.zendesk.com/hc/en-us/community/topics/360001200913
Legend Rob Stack
Hi Rob Stack,
Thanks for the article.
I have one question – When adding and customising a text widget it is not possible to move the text to where you want in the box. It is really annoying when you are working with dashboards and want to divide them with text. Please see below example. It is not possible to move the text to the top of the widget. If I try to decrease the size from the top, the text disappears. Is this a known fault?
Thanks!
Hi Jesper 👋

You are correct, there is always one line that will show.
Even when the header of the Text Widget is hidden.
The only tip I can give you is: Make the background transparent. You should then be able to put the text wherever you want. You might be able to create a 2nd Text Widget and give that the size it needs to be with the background color and border (I haven't tested this).
Hey guys,
What is the best way to produce a Tile in the dashboard that shows multiple stats (queries), for example :

The 90 is 'To date' and 34 is 'Created last month' stats with its %.
I will appreciate it if anyone can please guide me on this?
Regards
Hi Mukesh, thanks for the question! There isn't currently a way to add multiple queries to a dashboard widget. It's a great suggestion though and I'd encourage you to post this on our feedback forum at https://support.zendesk.com/hc/en-us/community/topics/360001200913 Thanks!
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