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Why am I missing some much customization?



Posted Jan 29, 2025

I want to preface that if there are methods to accomplish what I'm talking about, they aren't clearly documented anywhere.

Zendesk's new dashboard experience is being forced upon users by end of March 2025. This isn't a 1:1 experience even a little bit and I'm a bit confused why we're getting less functionality in the new dashboard builder than before. One of the main things that is missing is customization. We have a wide variety of users and use cases for reporting and the old dashboard builder allowed us flexibility. 

One of the main things: Naming your report widget in the dashboard could be done in the old view:

 

and cannot be done in the new view:

 

Why is this a problem? Well if you create a report for a dashboard that has a similar metric to another dashboard plus or minus some filters or whatever,  you would name it something clear so it doesn't get confusing when you go to add a report. The problem is that it now has your “clear” naming on the report widget in the dashboard which isn't ideal. The alternative is to have X number of  named “Ticket Count” reports, w/ potentially different filters / metrics used on them which also seems annoying. Suffice it to say: it's a none issue with the Legacy builder. 

 

Another thing, you can't remove the dataset from appearing in the widget:

This is something that can be removed in the Legacy builder. 

In addition, you can no longer customize the headers, the widget shape, or font size with the new builder. Here's what a report widget could look like with the Legacy builder:

^^^ none of this is possible with the new builder. 

 

Another big missing piece is the ability to configure the chart within the builder. This is nonexistent with the new experience and now, if you want to change anything with the chart, you now have to navigate to the report and back again to the dashboard which is a time waste.


Let's say you want to add a time filter to the dashboard. Here's how you'd do it in the Legacy builder: 
Click Add > Add Time Filter > select what metric you want to base the filter off of with a neat selection

 

 

 

The new builder is similar BUT the “time filter” selection is terrible UI compared to the old method:
 

 

But that's honestly, kind of a minor issue in comparison to how I used to be able to select what i wanted to be displayed in the time filters:

Legacy allows you to rename the header, change how the time selection is displayed, allowed for advanced ranges, etc.

The new method does this:

Why is this an issue? Because functionality that allowed me to customize for the user viewing the dashboard is now being taken away and replaced with a worse UX for some reason. 

 

Another strange design: deleting something from the dashboard. Here's how you'd do it in Legacy:

Here's how you do it in the new dashboard:
Click the widget > then what? go to where most people would think the “Settings”  gear icon right? oh no actually

 

It's here! Here in the most hidden spot:

 

Here's the kicker, this all came about from opening the new experience for the first time, I haven't even been trying to do a ton just yet so I'm sure there are MORE things missing that I was able to do previously.

I am not usually opposed to new experiences as they are often an improvement on the old but in this case, I'm being forced into a new experience that feels not fully baked. I am sure that Zendesk will bring many of these features and more back into the dashboard builder but my issue is that they aren't there when I need them to be there. 

Frankly speaking, this incentivizes me to stop using Explore and instead export my data to another BI tool. That honestly might be the goal for ZD to lessen the load on their side but frankly, it means that the Explore portion of my licenses is 100% less valuable. 

 


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2 comments

Correction on my post, you can rename the report widget here:

Apologies, missed this on first go but should've seen it when i showcased the option to delete the report from the dash.

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Shawna James

Community Product Feedback Specialist

Hey Sam,
 
Thank you for taking the time to provide us with your feedback. This has been logged for our PM team to review. For others who may be interested in this feature request, please add your support by upvoting this post and/or adding your use case to the comments below. Thank you again!

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