Customizing Explore dashboards

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The information in this article covers the new Explore dashboard builder, released in November 2024. The legacy dashboard builder will remain available until Q4 2025. If you’re using the legacy dashboard builder and need help, see About the legacy Explore dashboard builder.

After you create an Explore dashboard, you can customize it using the following options:

• Add components
• General options
• Tab options
• Component options
• Customizing text

Add components

Use the Add dropdown list to choose reports and other components that you want to add to your dashboard.

For details about adding components, see Adding and arranging dashboard components.

General options

Your dashboard has the following general actions you can perform:

• Dashboard name: A dashboard's default name is "Untitled." Click the pencil icon to enter a new name for the dahsboard.
• Undo: steps back the last action you took.
• Redo: restores the last action you undid.
• Clone: creates a copy of the dashboard. This also clones all widgets on the dashboard.
• Delete: Deletes the open dashboard.

Tab options

The Tabs menu enables you to create, sort, and edit tabs for your dashboard.

The following tab actions are available:

• Add a new tab: Opens the Add tab page where you can choose a blank tab, or a prebuilt template populated with common reports.
• Delete a tab: Deletes the selected tab.
• Reorder tabs: Click the grabber to the left of the tab name, then drag the tab to where you want it.
• Rename a tab: Change the selected tab's name.
• Clone a tab: Creates a copy of the selected tab.
• Hide the tab menu: If you need more room to work on your dashboard, you can hide the tab menu by clicking <. To reopen the tab menu, click >.

Component options

The Component options menu lets you edit the header size, border color, border and header visibility, border edges, and component positions. This menu appears when you select a component.

It contains the following options:

• Show widget header: removes or adds a header to the component.
• Background color: applies the selected color as the component's background.
• Text color: applies the selected color to the component's text.
• Exclude from filters: prevents the selected filter from affecting this report.
• Edit in report builder: Opens the selected report in report builder where you can make changes to it.

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.

The following text customization options are available:

• Text size: From the drop-down list, choose a text size from extra small to huge.
• Font color: changes the color of your text.
• Background: Change the background color of your text.
• Bold adds bold formatting to your text.
• Italics: italicizes your text.
• Underline: adds a line underneath your text.
• Link: renders the selected text as a link. Enter a URL after you click this option.
• Bulleted list: orders your texts in a numbered list. Every time you press enter, a new line will be added with the next sequential number.
• Justification: opens a drop-down menu where you can select to left, right, or center-justify your text.
• Delete: Deletes the currently selected text component.