Explore dashboards provide a customizable space for organizing and sharing information. Dashboards are built in the dashboard builder which is an interactive tool for adding, customizing, and sharing dashboards.
The following sections detail the two methods for creating new dashboards:
Creating a dashboard from report builder
You can create new, empty dashboards directly from report builder. This is useful if you are working on a report that you plan to add to a new dashboard once finished.
To create a new dashboard from a report
- Open or create a report in Report builder.
- Click Save > Add to dashboard.
- To save to a new dashboard, select a new dashboard, and then enter your dashboard's name. If you want to save to an existing dashboard, select an existing dashboard, then choose the dashboard you want.
- Click Save.
After the confirmation message appears in the right corner, the new dashboard's name will be shown in the top toolbar of Report builder. Additionally, you can find the dashboard in the dashboards library.
- Click the dashboard name to open the dashboard.
Creating a dashboard from the dashboards library
You can also create new, blank dashboards in the dashboards library. If you base your workflow on creating dashboards rather than reports, this could be the more effective option.
- Click on the Dashboards library icon (
) on the left side bar.
- Click Create dashboard.
- The Start a dashboard page opens. On this page, you can choose a prebuilt template
containing commonly used reporting components or you can start with a blank
dashboard.Tip: Do you have an idea for a dashboard template you'd like to see? Let us know in the comments section below!
- After you've selected a template, click Select.
Your new dashboard opens and you can begin configuring it.
Next steps
After you've created your dashboard, you can begin to add reports, filters, and other items to it. See Adding and arranging dashboard components.
7 comments
A A
The fact that you cannot create dashboards on a growth plan, which costs $115 per agent, is ridiculous.
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Aline Vidal
Could I create this dashboard and put available for agents?
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Christine
You can share dashboards with individual users or groups of users that have been added in Zendesk Support. Users you've shared with will receive an email invitation to view your dashboard.
When you share a dashboard with a user who has the Viewer role, they can see and interact with the dashboard. When you share a dashboard with a user who has the Editor role, they will have full access to the dashboard.
To share a dashboard
Tip: To stop sharing a dashboard with any user or group, simply clear the corresponding checkbox in this window.
Tip: You can schedule shared dashboards to be delivered on a regular basis. See Scheduling dashboard deliveries for more information.
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Kyle Lessard
Can you please add a Save button so that most recent edits to a dashboard can be saved and published when changing to "view" mode. Should be an easy thing to add.
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Joey Tabush
Is there a way to share a dashboard with a group of users, but have it filtered so that each user only sees their own ticket history?
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Alex Zheng
This is a feature that is available using the new beta dashboard builders, you can read more in the article here on how to do so!
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Julia DiGregorio
This is no where ready for prime time. When you convert the dashboard it loses all scheduling, the filtered views are useless, and the filters that were hidden on legacy dashboard cannot be hidden. I have links to multiple datasets and users have to select organization from each of them. To make matters worse they are forcing all dashboard be migrated by July - I have 750 dashboards and without the above mentioned features they are worthless Alex Zheng
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