When you create dashboards containing a lot of information, it might be beneficial to arrange this information into pages, or tabs. Use this article to find out how to create, arrange, and delete dashboard tabs.
For help creating dashboards, see Creating dashboards. For help with dashboard widgets, see Adding and arranging dashboard widgets.
Creating dashboard tabs
In Dashboard builder, you can create new tabs to help you manage and categorize the information from your reports.
To create a dashboard tab
- With the dashboard in edit mode, click Add > Add tab.
A new tab is added to the dashboard.
- Double-click the new tab name (by default Untitled), then type a new name for the tab.
Duplicating dashboard tabs
You can duplicate an entire tab using the following procedure:
To duplicate a tab
- With the dashboard in Edit mode and in the tab you want to duplicate, click the down
arrow next to the tab name, then select Clone. Alternatively, click the
Clone icon in the Tab options customization menu.
- In the Clone tab menu, choose to either duplicate your tab in the current
dashboard or in a different dashboard. You can also select to duplicate all your reports
and datasets.
- Click Clone.
You will automatically be redirected to your duplicated tab.
Changing the order of dashboard tabs
If you want to change the order in which tabs appear in your dashboard, you can move them to the left or the right.
To change the order of a dashboard tab
- With the dashboard in Edit mode, choose the tab you want to reorder.
- Click the down arrow in the tab title.
- From the drop-down list, choose Move left or Move right.
The dashboard tab moves to the new position.
Deleting dashboard tabs
If you no longer need a dashboard tab, you can delete it. Bear in mind that all widgets you have added to the dashboard will also be deleted. If you delete a dashboard tab, it can't be restored.
To delete a dashboard tab
- With the dashboard in Edit mode, choose the tab you want to reorder.
- Click the down arrow in the tab title.
- From the drop-down list, choose Delete.
After you confirm that you want to continue, the dashboard tab is deleted.
9 Comments
Hi Rob Stack - One of the dashboards I created do have 4 tabs on it. Question, is there a way I can restrict the tab for each team only so they are not allowed to view the other 3 tabs?
Thanks!
Hi Jahn,
Dashboard sharing can be controlled at the dashboard level, but not at the tab level. See Sharing dashboards
If you'd like, you can leave a suggesting in our Feedback on Explore topic – we have a template you can copy to format your text. Thanks!
Hi Rob/ Zendesk team,
I have questions on Tabs in Explore Dashboard:
- Are data/filters on different tabs linked together, or separated? meaning on 2 different tabs we have a similar filter, if I select a value to the filter on Tab1, will the same value be fed to filter in Tab 2? Or no effects to Tab2 ?
- Can we set the value of filter(s) to a specific/default value to each Tab/Dashboard so everytime we open Dashboard we won't need to re-select value to filters
Hi Andrew Chu - for me the filter applies to all tab across the dashboard.
You can select the option Do not share across tab so that the filter will only apply on the current tab.
If you need to set default filter values, then you can add dashboard bookmarks. You can refer to this guide on how to Save default filter values via bookmarks.
I've had users complain its difficult to see what tab they are on when there are multiple tabs on a dashboard. Am I missing thing that can be done to make the "active" tab more apparent?
I just want to make sure: these users are able to see the tab indicator line?
There isn't currently a way to make this more apparent, so for visibility to our product team, please create a post in our Feedback - Reporting and analytics (Explore) topic, using this template to format your feedback. Thanks!
Hi Dave,
Thanks for the reply. I am not seeing that indicator in our environment. Here is a screenshot of what users see. In this case the BackLog tab is active
Feedback entry for this issue:
https://support.zendesk.com/hc/en-us/community/posts/4438534772762-Make-current-viewed-Explore-Dashboard-tab-more-apparent
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