In Explore, the dashboard builder is where you create dashboards, customizable spaces for organizing and sharing information. There are two versions of the dashboard builder: the legacy version, and the new dashboard builder that is still evolving.
This article compares the features currently available in the two dashboard builders. With this information, you can decide which dashboard builder meets your needs in terms of currently available functionality.
This article will be updated as new features are released for the new dashboard builder.
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For more on creating dashboards with the new dashboard builder, see Creating dashboards.
This article contains the following topics:
- Most-used features
- Viewing and sharing
- Components
- Component options
- Filters
- Filter options
- Layout
- Dashboard options
- Permissions
- Auditing
Most-used features
Feature | Legacy dashboard builder | New dashboard builder | |
General availability | Post–general availability | ||
Sharing | ![]() |
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Exporting | ![]() |
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Scheduling | ![]() |
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Filtered views (Bookmark) | ![]() |
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Drill in | ![]() |
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Decompose | ![]() |
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Importer tool | ![]() |
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Viewing and sharing
Feature | Legacy dashboard builder | New dashboard builder | |
General availability | Post–general availability | ||
Dashboard restrictions (New) | ![]() |
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Embeddable dashboards (New) | ![]() |
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Sharing | ![]() |
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Cloning | ![]() |
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External sharing | ![]() |
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Exporting | ![]() |
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Scheduling | ![]() |
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Components
Feature | Legacy dashboard builder | New dashboard builder | |
General availability | Post–general availability | ||
Templates (New) | ![]() |
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Drill into live agent status (New) | ![]() |
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Tabs | ![]() |
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Text | ![]() |
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Image | ![]() |
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Filtered views (Bookmark) | ![]() |
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Change metric | ![]() |
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Change attribute | ![]() |
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Top/Bottom | ![]() |
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What if | ![]() |
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Shape | ![]() |
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Drill into reporting data | ![]() |
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Importer tool | ![]() |
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Component options
Feature | Legacy dashboard builder | New dashboard builder | |
General availability | Post–general availability | ||
Edit report | ![]() |
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Exclude filters | ![]() |
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Background and visualization color | ![]() |
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Tooltip | ![]() |
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Legend | ![]() |
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Send to back | ![]() |
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Other report settings | ![]() |
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Filters
Feature | Legacy dashboard builder | New dashboard builder | |
General availability | Post–general availability | ||
Data filter | ![]() |
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Time filter | ![]() |
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Metric filter | ![]() |
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Filter options
Feature | Legacy dashboard builder | New dashboard builder | |
General availability | Post–general availability | ||
Hide filters | ![]() |
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Link filters | ![]() |
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Time filter - Rolling range options |
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Data filter - Exclude and select all values |
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Global filters - Apply time and data filters to multiple tabs |
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Layout
Feature | Legacy dashboard builder | New dashboard builder | |
General availability | Post–general availability | ||
Single layer layout (New) | ![]() |
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Compaction type (New) | ![]() |
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Snap to grid (New) | ![]() |
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Height |
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Undo/redo | ![]() |
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Paint size | ![]() |
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Paint format | ![]() |
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Automatically reorganize components | ![]() |
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Font | ![]() |
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Tab fill color | ![]() |
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Fit to one screen | ![]() |
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Dashboard options
Feature | Legacy dashboard builder | New dashboard builder | |
General availability | Post–general availability | ||
Export options | ![]() |
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Interaction options | ![]() |
Gathering interest Submit your comments and votes here. |
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Slide options | ![]() |
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Title options | ![]() |
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Permissions
Feature | Legacy dashboard builder | New dashboard builder | |
General availability | Post–general availability | ||
Role per dashboard (New) | ![]() |
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Auditing
Feature | Legacy dashboard builder | New dashboard builder | |
General availability | Post–general availability | ||
Dashboard activity (New) | ![]() |
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Version control (New) | ![]() |
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102 comments
Viachaslau
When will the option to clone a tab be released?
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Hiedi Kysther
Hi Viachaslau
Apologies as we do not offer such a detailed level of control for cloning the tabs in dashboards yet. But this would be a great feature addition, I'm sure our development team would appreciate your suggestion. We encourage you to post this as a feature request here: Explore Feature Request. This will enable our Product team to track and consider it for our future roadmap.
Hope this helps!
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Viachaslau
Hiedi Kysther Done https://support.zendesk.com/hc/en-us/community/posts/6569500429594-Cloning-tabs-in-Beta-dashboard-builder
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Walter Bellante
Hello Jiří Chovanec, Stephen, Dan R. and Nikki Goodson,
I am glad to share that we've just shipped the time filter options you've requested:
Regards,
Walter
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Viachaslau
Walter Bellante Great update, thanks! Will there also be an option to present any data on an hourly/daily/weekly/monthly/quarterly basis as is possible in solutions like Power BI? Currently, we have to create several tops almost in every dashboard
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Jason Cheong
Is there an option to schedule emailing the beta dashboard similar to the legacy dashboard? I couldn't find the option and it would be useful for me to email it to leadership on a weekly cadence.
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James G
Scheduled email delivery is not currently available, but it should become available once it reaches General Availability (GA). More details here - Viewing and sharing.
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Walter Bellante
Dear customers,
I'm excited to share some important updates regarding the transition from our classic to the new dashboard builder!
Firstly, we have a revised General Availability (GA) date for the new dashboard builder, which is now set for Q4 2024.
Here are more details on the most important features:
We are incredibly grateful for your patience and understanding as we make these necessary enhancements. Your feedback has been invaluable in this journey.
Please feel free to reach out with any questions or concerns.
Regards,
Walter
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Walter Bellante
Dear customers,
I am pleased to share that filtered views, previously known in the classic builder as bookmarks, are now available in the new dashboard builder.
You can find more information in the announcement and the related article.
Thanks again for your patience and feedback about our product.
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Kavi, Raghu
Hi Zendesk team - I still don't see scheduling option available in Explore Beta version - is this something yet to be launched? Please let me know.
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Viachaslau
Walter Bellante In Beta dashboard builder the ability to duplicate tabs was added, but while doing it you cannot select "duplicate reports". Without this, this new feature makes no sense. Because previously we used duplicating to create tabs that refer to different time periods (e.g. data for a day/week/month...).
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Walter Bellante
Hi Kavi, Raghu ,
thanks for your interest in the new dashboard builder.
The ability to schedule dashboards will be available at the GA of the new dashboard builder.
The availability of this feature is documented in the “Most-used features” and “Viewing and sharing” section of this page.
Regards,
Walter
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Kavi, Raghu
Walter Bellante - thank you for the update. When is the GA expected to be available as we are unable to schedule few of our critical reports ? Is there any way to go back the classic version of explore and schedule the reports?
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Walter Bellante
Hi Kavi, Raghu,
the GA is scheduled for Q4 '24.
There's no way to revert to the classic version to schedule reports.
You can find more info in this article.
Regards,
Walter
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Walter Bellante
Hi Viachaslau ,
thanks for sharing your feedback about duplicating tabs.
If you want to duplicate the tab and look at the same data with different time granularity, in the future it will be possible to do it by using the “Change Attribute” component.
As you can see in this article, the “Change attribute” is currently planned as a post-GA item.
Here you can find a community post where a customer demonstrates how to use it for a similar use case to yours.
Regards,
Walter
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Viachaslau
Walter Bellante Sounds promising 🙌
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D.Fitz
Dashboard Restrictions don't allow us to have reports with mixed attributes on the same dashboard. For instance, if we have one report based on Assignee Name and another based on Updater Name, both from the Update History dataset, the Data Restrictions would apply to both reports and therefore warp the data in both.
Filtering, excluding reports from filters and then hiding those filters was how we would get around this in the previous dashboard builder, but that doesn't seem possible.
What are the plans to recreate this functionality? Seems a big step back.
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Walter Bellante
HI D.Fitz ,
thanks for sharing your feedback about the beta dashboard builder.
While filters can't be hidden, the beta dashboard builder allows you to exclude filters from reports and set some default filter values using filtered views.
Regards,
Walter
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D.Fitz
Thanks Walter but that doesn't really address my point. We can apply a filter and set it as the default view, but what's to stop people changing those filters? This was possible with the old setup but this functionality doesn't exist in the new builder.
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Tina Yates
Are you any closer to announcing a date for GA? I need to create some new dashboards for delivery and now need to do them through the old dashboard builder due to the functionality not being available as of yet. Which means I will need to replicate my work because the GA date is not available and not sure I can wait. Will it be happening within the next couple of months, maybe????? Why can't a release date be given?
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Walter Bellante
Hi Tina,
thanks for your interest in the new dashboard builder.
I recommend you create your dashboard using the new experience, as the GA is planned for Q4.
Regards,
Walter
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Tina Yates
Hi Walter,
I have to schedule out the dashboard for delivery, a function currently not available. I do not want to duplicate my work but no date has been provided. Is it this month, November or December. Since is it q4 already is there no better date range available?
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Tyler Keene
When I make changes within a report in a dashboard, certain things do not update automatically. For example, if I change the name of a report or add a metric or attribute, the report does not update automatically within the dashboard. The only way I can make this happen is by removing the report from the dashboard and re-adding it to the dashboard. Do you know if I'm doing something wrong here?
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Viachaslau
Hi Tyler Keene . We're having the same issue. Another workaround to make a dashboard update — to switch between different tabs and after that the “publish” button appears.
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Walter Bellante
Hi Tyler Keene ,
sorry to hear you have encountered some issues while changing the report in a dashboard.
Can you please create a ticket so I can ask the team to investigate?
Regards,
Walter
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Tyler Keene
Hi, Walter Bellante Ticket has been created. Thank you.
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bill cicchetti
I know there is a limit of 10 tabs per dashboard when using the migration tool. Is there a limit of 10 tabs in the new dashboards?
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Elaine Foster-Jones
I have significant concerns about the Omnichannel datasets not being included in restrictions as part of GA. Most other datasets are available for data restrictions, but not these, which are, for us, the most critical to have restricted based on viewer.
If we do not have the ability to hide filters, we need data restrictions to be applicable to any/all datasets to create functional dashboards for each of our team's productivity metrics. Currently, we have a dashboard looking at schedule adherence for our agents, which is measured based on their online time for certain channels. These reports are useless if we cannot restrict this data based on the viewer. We do not want agents to have access to other agents' individual data via these dashboards, so filters & default filter settings will not meet our needs because we cannot hide them.
We either need the ability to hide filters, like the Legacy dashboards had, or we need all datasets included in data restrictions.
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FRAN BARRON
Hello!
The DECOMPOSE function is not available in the new dashboard, could you tell me if it is planned to be implemented?
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Jahn
Hi Walter Bellante - while you mentioned that the Change Attribute/Metric will be implemeted Post GA but checking in with you if do we happen to have atleast timeframe when this will be implemented?
This feature is very important to us.
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