Explore’s new dashboard builder is designed to streamline the creation, customization, and sharing of dashboards to help you make smarter business decisions.
Over the next year, we’re transitioning from the legacy dashboard builder to the new dashboard builder. This transition period presents you with a great opportunity to optimize your Explore instance. In this article, we've compiled some best practices and resources to guide you through this process.
- Prebuilt dashboards: Ready to use dashboards provided with Explore displaying information in a easy-to-read format. These will be automatically migrated, but you'll need to recreate any shares or schedules you previously configured.
- Custom dashboards: These are dashboards created or customized by a Zendesk Explore admin or editor. You'll need to migrate these dashboards to the new builder using the importer tool.
See Migrating legacy Explore dashboards to the new dashboard builder.
This article contains the following topics:
Understanding changes in the new dashboard builder
The Explore documentation primarily reflects the new dashboard builder. If you’re looking for a refresher on the legacy dashboard builder, see About the Explore legacy dashboard builder.
Decide which dashboards to migrate
Explore’s dashboard library contains the following information to help you decide which dashboards you want to migrate to the new dashboard builder:
-
Migration recommendation: Start here to see the current migration status of each dashboard. Possible values include:
- Start migration: This will initiate the dashboard’s migration to the new dashboard builder. A copy of the original dashboard is added to the new dashboard builder.
- Share: After the dashboard is migrated, you’ll need to replicate your sharing settings on the new version. When you click Share, you can either select each recipient again or import the recipients from the legacy dashboard.
- Delete: When you migrate a dashboard to the new builder, the legacy version of the dashboard is not automatically deleted. Once you've migrated a dashboard, this option will appear for the legacy dashboard.
- Review blockers: This dashboard can’t be migrated as one or more blockers are present. Click this option to understand all the reasons why a dashboard might be blocked, see Migrating your legacy Explore dashboards to the new dashboard builder.
- Views: Displays dashboard views from the past six months. This helps you discover which dashboards are not being used and might not need to be migrated.
- Schedules: Displays how many scheduled deliveries of the dashboard have been set up.
Consolidate dashboards using dashboard restrictions
You can use Dashboard Restrictions to consolidate similar dashboards. By dynamically or statically restricting the data a viewer can see, you can create tailored experiences for different audiences without duplicating dashboards.
For example:
- Dynamic restrictions: Adapt data based on the logged-in user (for example, showing an agent only their own metrics).
- Static restrictions: Limit data based on unchanging attributes (for example, team or location).
Unlike the legacy dashboard builder, you can create a single dashboard that adapts to different audiences, reducing maintenance and complexity.
When planning your migration, consider using dashboard restrictions to combine redundant dashboards. This is especially useful for creating agent-specific productivity dashboards, allowing agents to focus on their own performance while safeguarding sensitive data.
Embrace the new dashboard builder
Even though both the new and legacy dashboard builders are available, we recommend creating all dashboards with the new builder going forward. This will simplify your transition and let you explore its enhanced features.
Make the most of the dashboard migration tools
Our importer tool makes it easy to migrate legacy dashboards to the new builder with just a few clicks. In early 2025, we'll introduce a bulk migration tool so you can migrate multiple dashboards at once for even faster, more efficient transfers.
Watch this short video for an overview of the dashboard migration tools:
Using the Explore dashboard importer tool (3:18)
Additional resources
Need more help with the transition? Check out our migration guide.
31 comments
Vityria Vongsisca
I don't find “Migration” column on list of Dashboard.
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Walter Bellante
Hello Vityria Vongsisca ,
we just completed the rollout and you should now see the “Migration” column.
Regards,
Walter
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Vityria Vongsisca
Hi Walter,
Yes, I can see the column now. Thank you.
Can I check with you, where can I find function that is equivalent to legacy dashboard “Edit Configuration” on new dashboard builder?
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Walter Bellante
Hi Vityria Vongsisca ,
you can modify the configuration in the report builder by selecting a specific report and using the “Edit in report builder” option.
Regards,
Walter
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Robin
Tried this today. For some reason the background color keeps resetting for me or just doesn't save properly. I want a green background but it keeps resetting back to white. But my text is white as well, so it makes everything unreadable. This prevents me from migrating my other dashboards.
Could this be fixed?
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Nils Weedon
I see that Change Attribute is not able to be migrated. This stat is vital to a number of our reports. What kinds of workarounds are there? Why is this very useful feature not being implemented in the new builder?
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Cam
Hi team,
I have migrated one of my dashboards to the new dashboard builder. Is there still an option to edit the dashboard link?
Thanks!
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Mike
What happens with the default dashboards which are already provided by zendesk?
Will Zendesk migrate them or provide new ones?
2
John Oxley
When migrating dashboards, many of the old dashboards use a time filter of 3 months in the past (for example), but when migrated the time filter won't keep the selection and will only appear as last 30 days. How do we get around this on the new dashboards?
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Walter Bellante
Hi Robin,
thanks for your feedback about the importer tool.
The capability of setting the dashboard background is not available on the new dashboard builder and, therefore, can't be reflected with the importer tool.
You can tweak the individual chart configuration by using the “Edit in report builder” action.
Regards,
Walter
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Walter Bellante
Hi Nils Weedon,
the change attribute will be available as part of the supported components post-GA.
Regards,
Walter
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Walter Bellante
Hello Cam,
thanks for your feedback.
While it's possible to share a dashboard externally via a link, the ability to customize the link is not available.
You can learn more here.
Regards,
Walter
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Walter Bellante
Hi Mike,
Zendesk will take care of the migration of pre-built dashboards.
Regards,
Walter
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Walter Bellante
Hi John Oxley ,
you can tweak the values of time filters and then store them by using filtered views.
You can learn more about filtered views here.
Regards,
Walter
1
Mike
Walter Bellante
It would be very helpful to have already migrated dashboards from Zendesk so that we can copy further variants from there.
By the way, a large number of reports currently have to be updated manually after the migration, although these reports are available 1:1 in the prebuilt dashboards.
1
Jill
I'm with Mike.
Please migrate the standard Zendesk dashboards ASAP.
The migration tool is unhelpful and complicated. It seems it will be easier to use the standards as a base & adjust from there.
Please ensure this is done before you remove all of my reports.
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ingrid MARIOTTI
Hi One of my dashboad is migrated but how can i have the history of all tickets ?
Whit the filter date i don't see all history like before.
Thank's
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John Oxley
Thanks Walter. I'm all fixed.
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Walter Bellante
Hi Mike,
please create a ticket so we can investigate how your reports are migrated.
Jill we plan to migrate the pre-built dashboards before the beginning of the view-only access period.
Regards,
Walter
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Walter Bellante
Hello ingrid MARIOTTI ,
Thank you for your feedback regarding the dashboard builder.
You can achieve a behavior similar to “All history” in time filters by using either “Custom range” or “Rolling range” in the time filter options.
Regards, Walter
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ingrid MARIOTTI
Hello i know but it's not the same . If you allways want all history for example .
Thanks to add this filter please.
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Kate
Will the number of tabs restriction always be in place? We have multiple dashboards with 11-12 tabs, and it wouldn't make any sense to reduce the number of tabs based on their purpose/audience.
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Jill
Walter Bellante are you able to be more specific? I do not have the time to reinvent the wheel or build my reports again. What date will these pre-built dashboards be available to access?
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Walter Bellante
Hi Kate ,
thanks for your interest in the dashboard builder.
The limit on tabs is set to stay as dashboards with more than 10 tabs exceed the product limits.
Regards,
Walter
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Walter Bellante
Hi Jill,
There's no need to rebuild any reports; the migration only pertains to dashboards.
Zendesk will handle the migration of pre-built dashboards. We are currently targeting to ship them in early H2 '25.
If you have custom dashboards cloned from a pre-built one and are eager to move them over to the new experience, you can use the importer tool.
Regards,
Walter
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Jill
Walter Bellante - Apologies for the wrong terminology, yes I am referring to dashboards. The migration tool looks way too complicated & time consuming for me to invest my efforts. I built a dashboard from the standard and it now has 76 items in the migration list.
It will be much easier for the standard dashboards to be migrated FIRST, again, please confirm more specifically when this will occur. ie. month & year.
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Evan Conte
Hi Zendesk Team,
After migrating all our dashboards over to the new format, we noticed we no longer have the option to Decompose a report like we once did, any idea how to fix this?
Thanks
Evan
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Mohamed Katib
Hi Zendesk Team,
What is the thinking behind the rolling range for Date/Time filter. I can set Rolling Range from 20/40/100 Days/Weeks to 2/5/10 Days/Weeks. It does not make any sense to me. I need to have a rolling range from previous 6 months, the Last 6 month setting include part of 1st month and part of current month. Please advise,
Thank you
Mohamed
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Jack Ni
So we have a few problems here. First, when I press migrate, all I get is an empty blank table with no data. Even though the report has results. The second is, that your scheduled delivery only gets up to 12 months. For what reason and when can we get an indefinite schedule? If this is the state of the new report, we would rather not migrate.
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Walter Bellante
Hi @Mohamed Katib,
Thank you for your feedback about the time filters.
We plan to provide the ability to let you customize these options before we move to the “view-only” phase of the migration.
Regards,
Walter
0