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Best practices for migrating to the new Explore dashboard builder



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Rob Stack

Zendesk Documentation Team

Edited Feb 07, 2025


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31 comments

I don't find “Migration” column on list of Dashboard.

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Walter Bellante

Zendesk Product Manager

Hello Vityria Vongsisca
we just completed the rollout and you should now see the “Migration” column.

Regards,
Walter

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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

Zendesk Product Manager

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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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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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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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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What happens with the default dashboards which are already provided by zendesk?


Will Zendesk migrate them or provide new ones?

 

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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

Zendesk Product Manager

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

Zendesk Product Manager

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

Zendesk Product Manager

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

Zendesk Product Manager

Hi Mike,
Zendesk will take care of the migration of pre-built dashboards.

Regards,
Walter

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Walter Bellante

Zendesk Product Manager

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

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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.

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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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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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Thanks Walter. I'm all fixed.

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Walter Bellante

Zendesk Product Manager

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

Zendesk Product Manager

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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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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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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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

Zendesk Product Manager

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

Zendesk Product Manager

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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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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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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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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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

Zendesk Product Manager

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

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