The new version of the Explore dashboard builder makes it simpler and more intuitive to create dashboards that give you insights into your support and can help optimize your service channels.
When you start using the new dashboard builder, you’ll find that most of your legacy dashboards can be migrated to the new dashboard builder with a few clicks. However, some of your dashboards might need extra work before you can work with them in the new dashboard builder.
- 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.
In this article, you’ll learn how to discover which dashboards are ready to migrate to the new dashboard builder and how to prepare dashboards that need extra work.
This article contains the following topics:
Understanding the migration status of your dashboards
Explore helps you view which of your dashboards can immediately be used in the new dashboard builder and which need work before you can use them.
To view the migration status of your dashboards
- In Explore, click the Dashboards library icon (
) on the left sidebar.
In the list of dashboards, you can see the migration status of each dashboard in the Migration column.
For each dashboard, one of the following migration statuses is displayed:
- Migrate: You can click Migrate to immediately start migrating your dashboard. You'll receive a notification as soon as your migrated dashboard is ready.
- Migrate (limited): You can migrate this dashboard, but some functionality will be different or not available. You can review the limitations before you migrate the dashboard.
- Migrate (blocked): You won’t be able to migrate this dashboard to the new experience until you make some changes to it. In the next section, you’ll learn how to address blocking issues before migrating the dashboard.
If no migration status is shown, the dashboard is ready for you to use in the new dashboard builder.
Understanding why dashboards are blocked
Dashboards can be blocked for one of the following reasons:
- They contain more than 10 tabs.
- They contain more than 35 components on each tab. A component is any object you add to the dashboard, for example, a report or a filter.
- If a dashboard tab contains more than 10 tabs, consider cloning the dashboard to ensure that fewer than 10 tabs are on each dashboard.
- If the dashboard contains more than 35 components (reports or filters) on a tab, consider creating a new tab and moving some components to the new tab.
Migrating legacy dashboards
Dashboards are migrated from the dashboard library. The Views column in the library can help you decide which legacy dashboards to migrate.
To migrate a dashboard
- In Explore, click the Dashboards library icon () on the left sidebar.
- From the list of dashboards, choose a dashboard and click Migrate.
- If there are no issues with the dashboard, the migration will be completed.
If there are blocking issues or some parts of the dashboard won’t be migrated or will work differently, the review blockers page will be displayed.
- The migration creates a copy of the original dashboard. Once you’re ready, you can delete the original dashboard version.
Watch this short video for an overview of the dashboard migration tools:
Using the Explore dashboard importer tool (3:18)
35 comments