Insights to Explore terminology reference

Use this article to help you discover some of the terminology differences between Insights and Explore.

For further resources to help you during your move to Explore, see Moving to Explore from Insights.

This article contains the following topics:

• Dashboards
• Reports
• Sharing dashboards
• Metrics and attributes
• Miscellaneous

Dashboards

Use this table to help you learn some of the terminology differences between Insights and Explore dashboards.

If you're looking for information about where to find prebuilt reports you previously used in Insights, see Learning Explore for Insights users.

Insights term	Explore term	Notes
Prebuilt dashboard	Prebuilt dashboard	Prebuilt dashboards contain a collection of related reports that you can view and apply filters too. See Understanding dashboards.
Dashboard filter	Dashboard filter widget	Adding interactive dashboard widgets

Reports

Use this table to help you learn some of the terminology differences between Insights and Explore reports.

Insights term	Explore term	Notes
Create a new report	Create a new report	Creating reports
Data model	Dataset	Working with datasets
Add metrics to the What panel	Add metrics to the Metrics panel	Adding metrics and attributes to your report
Add attributes to the How panel	Add attributes to the Columns, Rows, or Explosions panel	Adding metrics and attributes to your report
Click the Filter button to add filters	Add filter attributes in the Filters panel	Calculation types reference

Sharing dashboards

Use this table to help you learn some of the terminology differences between Insights and Explore when you share dashboards.

Insights term	Explore term	Notes
Emailing scheduled dashboards	Scheduled deliveries	Sharing dashboards through email
Setting permissions for dashboards and reports	Editor and admin permissions	Setting editor and admin permissions
Exporting reports	Exporting reports	Saving your report
Printing reports	Export the report, then print the exported report.	Saving your report

Metrics and attributes

Use this table to help you learn some of the terminology differences between Insights and Explore metrics and attributes.

Insights term	Explore term	Notes
Metrics	Metrics	Understanding Explore datasets
Attributes	Attributes	Understanding Explore datasets
Facts	Native attributes	Understanding Explore datasets
Custom metrics	Calculated metrics	Getting started with custom metrics and attributes

Miscellaneous

Use this table to find out other differences between Insights and Explore terminology

Insights term	Explore term	Notes
Insights recipes	Explore recipes	Zendesk Explore recipes reference
Head line report	KPI visualization	Visualization types reference
Bar chart	Column or Bar visualization	Visualization types reference
Pie and Donut chart	Pie visualization	Visualization types reference