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. The legacy dashboard builder will remain available until December 31, 2026 (previously February 28, 2026), after which legacy dashboards will become view-only.
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:
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 |