About the legacy Explore dashboard builder

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Explore Professional or Enterprise

Explore's dashboard builder helps you create dashboards, which are customizable spaces for organizing and sharing information. With the new dashboard builder, you can quickly create dashboards that give you the insights you need to optimize your service channels.

In November 2024, Zendesk introduced a new dashboard builder that makes it simpler and more intuitive to create dashboards that provide you with the insights you need to optimize your service channels.

Until Q4 2025, the previous (legacy) version of the dashboard will remain available. We recommend that you migrate your legacy dashboards to the new dashboard before the legacy dashboard builder is removed. Don’t worry, until the legacy dashboard builder is removed, you can keep a copy of your legacy dashboard in case you need it later.

The Explore documentation primarily covers the new dashboard builder, so we recommend you start using it soon.

In the following sections, you’ll find details about dashboard functionality and the equivalent functionality in the legacy dashboard builder:

Tip: In Explore, there are often multiple ways of performing the same action. For example, in a legacy dashboard preview, you can click the Share option on the top menu. However, in dashboard edit mode, you can click the Share button to share the dashboard. If you are used to accessing an option in a different way than is shown below, you can continue to use that method while the legacy dashboard remains available.

• Viewing and sharing
• Components
• Component options
• Filters
• Filter options
• Layout
• Dashboard options
• Permissions
• Auditing

Viewing and sharing

New dashboard builder feature	Equivalent legacy dashboard feature
Sharing	In a dashboard preview, click Share.
Scheduling	In a dashboard, click Schedule
Embeddable dashboards	Not available
Cloning	In a dashboard, click More, then select Clone.
External sharing	From the dashboards library, click the options menu () to the right of your dashboard's name and select Share.
Dashboard restrictions	Not available
Exporting	In a dashboard preview, click More, then select Export.

Components

New dashboard builder feature	Equivalent legacy dashboard feature
Templates	Not available
Drill into live agent status	Not available
Tabs	In any dashboard, click Add, then select Add tab.
Text	In a dashboard, click Add, then select Add text.
Filtered views (bookmarks)	In a dashboard, click Add, then select Add bookmark.
Change metric	In a dashboard, click Add, then select Add change metric.
Change attribute	In a dashboard, click Add, then select Add change attribute.
Shape	In a dashboard, click Add, then select Add shape.
Drill into reporting data	In a dashboard, click the options menu on any report, then select Edit configuration. Click chart configuration (), then select Drill in.

Component options

New dashboard builder feature	Equivalent legacy dashboard feature
Edit report	In a report, click the options menu, then select Edit report.
Exclude filters	In a report that contains filters, click the options menu, then select Exclude filters.
Background and visualization colors	In your dashboard options, click the background color option.
Tooltips	In a report, click chart configuration (), then select Datatips. See Working with datatips.
Legend	In a report, click chart configuration (), then select Legend.
Send to back	In a dashboard, click the options menu on any report, then select Send to back.

Filters

New dashboard builder feature	Equivalent legacy dashboard feature
Metric filter	In a dashboard, click Add, then select Metric filter.
Data filter	In a dashboard, click Add, then select Data filter.
Time filter	In a dashboard, click Add, then select Time filter.

Filter options

New dashboard builder feature	Equivalent legacy dashboard feature
Hide filters	In a dashboard, click the options menu on any report, then select Edit configuration. Click Applied filters and uncheck Show Applied filters.
Link filters	In your data filter options, select Link with.

Layout

New dashboard builder feature	Equivalent legacy dashboard feature
Single layer layout	Not available
Compaction type	Not available
Snap to grid	In a dashboard, enable and configure the required grid size using the snap to grid option.
Undo and redo	In your dashboard options, click the undo or redo icons.
Paint size	In your dashboard options, click the paint size icon.
Paint format	In your dashboard options, click the paint format icon.
Automatically reorganize components	In your dashboard tab options, click the automatically reorganize widgets icon.
Font	In your dashboard tab options, click the font drop-down list and select the font you want.
Tab fill color	In your dashboard tab options, click the Tab fill color icon.
Fit to one screen	In your dashboard tab options, click the fit to one screen icon.

Dashboard options

New dashboard builder feature	Equivalent legacy dashboard feature
Export options	In your dashboard tab options, click the export options icon.
Interaction options	In your dashboard tab options, click the interaction options icon.
Slide options	In your dashboard tab options, select interaction options, then select Allow widget slides.
Title options	In your dashboard title section, select an option.

Permissions

New dashboard builder feature	Equivalent legacy dashboard feature
Role per dashboard	Not available

Auditing

New dashboard builder feature	Equivalent legacy dashboard feature
Dashboard activity	Not available
Version control	Not available