How to build dashboards

Articles about creating, using, publishing, and sharing dashboards. Content that describes how to solve common issues and questions regarding the dashboard feature of reporting and analytics.

How can I create a dashboard to gain insights about my business?

Question How can I create my first dashboard? How do I share a dashboard with my team? Answer In Explore, you can clo...

Edited Apr 02, 2025

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How can prebuilt dashboards in Explore enhance my reporting and analytics experience?

Question What are prebuilt dashboards? How can they address my reporting and analytics needs? Answer Prebuilt dashboa...

Edited Apr 11, 2025

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Why do Explore scheduled dashboard emails exclude some recipient addresses?

Question I have configured Explore scheduled dashboards to be sent to multiple recipients, but the email received doe...

Edited Jul 02, 2024

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Why did my scheduled dashboard delivery time out?

Question How come the scheduled dashboard is timing out? Answer When a scheduled dashboard delivery takes longer tha...

Edited Apr 11, 2025

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Is there a way to restrict the view of Explore dashboards to groups or specific users?

Question Answer Yes, you can restrict dashboards that use historical data to specific users with the new Explore da...

Edited Nov 18, 2024

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How do I access a dashboard from a suspended agent?

Question The creator of a dashboard left my company and I removed their user from my Zendesk account. The dashboard i...

Edited Apr 11, 2025

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"Network error" or "Error code 3" appear when selecting a dashboard data filter

Issue symptoms In Explore, I added a data filter to my custom dashboard in Explore. When I attempt to apply a filter ...

Edited Aug 20, 2024

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Why is drill in function not saving on my dashboard?

Question I am trying to enable drill in on my dashboard, but after publishing the changes, the Enable drill in option...

Edited Aug 09, 2024

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Error: The dashboard does not exist or is not public

Question How do I get access to a dashboard when I see the error message: The dashboard does not exist or is not publ...

Edited Feb 05, 2025

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Why can't I use drill in to see my agents' live status?

Question On the Explore live dashboard, I don't see a list of agents when I drill into an agent status metric as desc...

Edited Apr 11, 2025

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Why does the Explore live dashboard show 0 Chat agents when filtering by Chat department?

Question On the Explore live dashboard, the Agents online live metric for Zendesk Chat shows 0 when I filter by Chat ...

Edited Apr 11, 2025

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What happens if a scheduled dashboard delivery is set for the 31st?

Question When is a scheduled email sent if I select the 31st of every month as the delivery date? Answer If you set ...

Edited Apr 11, 2025

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Why don't I see a Guide dashboard in Explore?

Question Why can't I see the Zendesk Guide dashboard in the Dashboards library? Answer There are five different Gui...

Edited Jun 26, 2024

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Why can't I see the most recent month on the "Tickets created by month/year" report?

Question I am viewing the Tickets created by month/year report on the Zendesk Support default dashboard in Explore. W...

Edited Apr 11, 2025

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How do I add a date in Explore scheduled dashboard deliveries?

Question How can I include the date in the subject on the Zendesk Explore schedule delivery emails? Answer When you c...

Edited Apr 11, 2025

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Will the default dashboard data reflect my account's business hours?

Question If there are business hours set up in Support, will the Efficiency tab of the default dashboard reflect thos...

Edited Apr 11, 2025

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Can I filter by tag on the dashboard level?

Question I would like to apply a filter to my Explore dashboard to highlight or exclude certain tags. How do I do thi...

Edited Apr 11, 2025

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Time filter isn't working when I choose a time frame [Video]

Issue symptoms I created a custom dashboard and set up a time filter but it doesn’t work correctly when I choose a ti...

Edited Aug 09, 2024

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How can I change the date format displayed in the Explore dashboards?

Question In the Zendesk Explore dashboards, the line that shows the period of time you are Currently viewing shows da...

Edited Apr 11, 2025

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How do I save the state of my dashboard?

Question When I access my dashboard I want certain filters to be automatically present every time. How do I do this? ...

Edited Apr 11, 2025

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Workflow: Create separate dashboards for multiple teams

Create Explore dashboards that are specific to each team in your organization. To achieve this, clone your dashboard ...

Edited Sep 12, 2024

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Why am I not receiving scheduled dashboard emails?

Question I have scheduled a dashboard to be sent every week but my users are not receiving my email. What can I do? ...

Edited Apr 11, 2025

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How do I duplicate, recreate, or copy a report from a default dashboard?

Question How do I access the reports in the default dashboard to find out how they are calculated so I can recreate o...

Edited Apr 11, 2025

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How do I interact with the data in the default dashboards?

Question How do I interact with the data in the default dashboards? Do I have to make a copy of the dashboard first? ...

Edited Apr 11, 2025

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My dashboard bookmark is applying to all tabs

Issue symptoms My dashboard bookmark is applying to all tabs and causing my reports to show incorrect or no data. How...

Edited Apr 11, 2025

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Can I embed an Explore dashboard on my website?

Question Is it possible to embed an Explore dashboard or chart on a website that is external from Zendesk? Answer It ...

Edited Apr 11, 2025

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Should I apply filters at the report or dashboard level?

Question In what situation should I put the filter on the report and when should I put the filter on the dashboard? A...

Edited Mar 27, 2025

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What is the difference between a dashboard and a report?

Question I want to make reports in Explore but there are two different options: dashboards and reports. What is the d...

Edited Apr 11, 2025

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