In Explore you can use dashboards as a customizable space to share multiple queries with your Zendesk Support users. Explore dashboards contain several different features that enable you to better analyze your data. This includes features like breaking your dashboard into tabs to organize your query more efficiently, and adding filters, text, and other features to allow your agents to analyze your data exactly how they need to.
Creating a new dashboard
There are two different ways you can create a new dashboard in Explore. You can either build your query first and create a dashboard around it, or create an empty dashboard from the Dashboards library. You can follow either instructions or both, depending on your workflow. See Adding a new dashboard.
Creating a new dashboard by adding a query
If your workflow is based on building queries first then designing your dashboard around it, you can create a new dashboard from the query. When you save a query, you can select the Save as new to Dashboard open, then a new dashboard. After you see the save confirmation message in the upper right corner, you can find your dashboard in theDashboards library. See Adding a new dashboard in the Query Builder.
Using a query you've already created from the previous getting started article, follow the steps in the try it yourself below to add a new dashboard through saving the query.
- In the Query Builder of your query, click the Save icon () on the top toolbar.
- Select the Save as new to dashboard from the drop-down list.
- Under a new dashboard, enter the name for your new dashboard.
- Click Save.
A confirmation message will appear in the upper right corner. You can now find your dashboard in the Dashboards library.
Creating an empty dashboard from the Dashboards library
An alternative workflow you can use is to create a new, empty dashboard from the Dashboards library. This can be useful if you have several queries you've already created and saved. After you create a new, empty dashboard you can start adding queries and other widgets to it.
You can use the try to yourself below to create a new, empty dashboard.
- Click the Dashboards library icon (.
- Click the New dashboard button.
You will automatically be redirected to the Dashboard Builder. The dashboard will be added to the Dashboards library. You can now add queries and customize your dashboard.
Adding widgets to your dashboard
After you create a dashboard, you can add queries, filters, text, and other widjets to it. Anything you add to your dashboard is referred to as a widget. Widgets enable you to build unique dashboards and give your agents the flexibility to analyze data exactly how they need. For more information on widgets, see Adding and arranging widgets.
- Static widgets will not affect query results or how users interact with your dashboard. Static widgets include images, text, shapes, queries, and tabs. Tabs are useful for dividing your dashboard into separate categories while containing everything in one query. See Adding widgets.
- Interactive widgets enable your viewers to change what query results to view and how to view them. With interactive widgets, viewers can filter query results, change metrics and attributes, and edit the date range they're viewing. See Adding dashboard interactions.
For more information on adding and editing interactive widgets, see Adding and arranging widgets.
- Open your dashboard.
- Click the + button in the Dashboard menu on the top toolbar.
- From the drop-down list, select the widget you would like to add. The example adds the Metric filter interactive widget.
- Follow the prompts for the widget you selected. See Adding dashboard interactions.
- Click Apply.
- Click Close when finished.
Your widget will be added to the dashboard.
Customizing your dashboard
After you add your widgets, you can begin to customize your dashboard. This section will provide an overview of the different options you can use for customizing your dashboard. For more detailed information on customizing your dashboard, see Customizing your dashboard. For information about navigating the Dashboard Builder, see Introduction to the Dashboard Builder.
This section contains the following topics:
About customization menus
All of your dashboard customizations settings are shown in five different customization menus on the top toolbar of the Dashboard Builder.
- Dashboard menu includes overall dashboard formatting options, as well as dashboard actions you can perform. See Dashboard customizing menu.
- Tab options edit interactions, widget, and export settings for each individual tab. You can also change the tab background color and font. See Customizing tabs.
- Dashboard title edit the dashboard title size, text color, and background color. You can also use the Add image option to add an image to your dashboard. See Dashboard title customization.
- Widget options edit the header size, border color, border and header visibility, border edges, and widget positions. This menu will only appear when you select a widget. See Customizing widgets.
- Widget header: edit the header text color, size, formatting, position, and header fill color. This menu will only appear when you select a widget. See Customizing widgets.
If you add a text widget to your dashboard, you can customize the text formatting. See Customizing text.
Try it yourself: Customize a widget
This try it yourself will walk you through the steps of customizing a widget. Not all customization options will be used in this try it yourself. At the end of this try it yourself, the customized widget will resemble the image below:
- Open your dashboard in the Dashboard Builder.
- Click on your widget.
- On the top toolbar, click the Widget options menu to customize the widget.
- Click the Rounded edges icon to round the border's edges. The customized widget selects 20 as a rounded edge.
- Click the Widget header menu to customize the header.
- Click the left justification icon to position the text to the left.
- Click the Widget header fill color to change the color of the header.
Publishing and sharing dashboards
In Explore, you can share your dashboards with the Zendesk Support users, you've added to Explore. When you share dashboards, you will share them with entire groups not individual users. These groups are the same as those in Zendesk Support, so if you would like to change who receives a dashboard, you will need to edit the group in Zendesk Support.
About publishing and sharing dashboards
There are different options for publishing and sharing dashboards in Explore. Each of these options are explained in more detail in Sharing dashboards.
- Private Only you can view the dashboard. Private is the default setting, until another sharing option is selected. See Sharing dashboards privately.
- Public The dashboard is available to anyone with a link. You must turn off an interactivity options for a dashboard to be public. See Sharing dashboards publicly.
- Interactive Interactivity options are still enabled, but you must select groups to share the dashboard with. See Sharing interactive dashboards.
When you share an interactive dashboard, the users in the group permitted to view the dashboard will receive an email invitation. There will not be an invitation for public dashboards; you will need to send out a link. If you would like viewers to receive periodic updates on a dashboard, you can set an email delivery schedule (see Sharing dashboards through email).
In the Dashboards library, you can share a dashboard by selecting Share from the Settings () drop-down list to the right of your dashboard's name.
Alternatively, you can edit sharing options from within a dashboard by clicking the Publish icon () on the Dashboard menu on the top toolbar.
For more information on sharing dashboards, see Sharing dashboards.
Try it yourself: Share a dashboard
This try it yourself will walk you through the steps of sharing a dashboard. This example shares a dashboard from inside the Dashboard Builder, but you can also share dashboard from the Dashboards library. See Sharing dashboards.
- Click the Publish icon ()in the Dashboard menu on the top toolbar.
- In the Share this dashboard with, enter the names of the viewers to permit to see this dashboard. If you would like to make the dashboard public, click Advanced.
- Click Ok.
Congratulations! You have completed this getting started tutorial. If you are interested in viewing past articles in this getting started guide, see the Getting started guide index. For more information on getting started with Explore, see Zendesk Explore basics. If you are the account owner, you can edit admin settings in Editing Explore account settings.