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 the 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 +.
On the Add tab page, choose from a list of predefined templates for the new tab or select Blank tab to start from an empty tab.
- Click Select.
Your new tab is created.
Duplicating dashboard tabs
You can duplicate a tab using the following procedure:
To duplicate a tab
- With the dashboard in Edit mode, click the options button next to the tab you want to
duplicate, then select Clone.
Your tab is copied. If you want to change the name of the new tab, from the tab options menu, click Rename.
Changing the order of dashboard tabs
You can move dashboard tabs to place them in the position you want.
To change the order of a dashboard tab
- With the dashboard in Edit mode, click and hold the tab's grabber icon (
), then drag the tab to the position you want.
The dashboard tab moves to the position you chose.
Deleting dashboard tabs
If you no longer need a dashboard tab, you can delete it. When you delete a tab, all components you have added will also be deleted from the dashboard. If you delete a tab, it can't be restored.
To delete a dashboard tab
- With the dashboard in Edit mode, click the options button next to the tab you want to duplicate, then select Delete.
- On the confirmation page, click Delete tab.
The dashboard tab is deleted.
9 comments
Jahn Jerenz Bronilla
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!
0
Dave Dyson
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!
1
Andrew Chu
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
0
Jahn Jerenz Bronilla
Hi Andrew Chu - for me the filter applies to all tab across the dashboard.
0
Gab Guinto
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.
0
bill cicchetti
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?
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Dave Dyson
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!
0
bill cicchetti
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
0
Dave Dyson
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