Creating and managing analyst copilot dashboards (EAP)

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<p id="docs-hc-snippet" style="display: none;">Dashboards serve as a customizable canvas where you can combine multiple reports (for example, charts, tables, or KPIs) and interactive elements, allowing you and your stakeholders to see key metrics and analyses in a single, consolidated view. They are highly interactive, supporting features like filters and drill-downs, enabling users to analyze data from different angles without needing to build custom reports every time. You create and view dashboards in analyst copilot.</p>
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<p id="docs-ai-summary-content">Create analyst copilot dashboards to combine reports, KPIs, text, images, and links in one view. You can drag and drop components, add tabs, apply filters and cross-filters, share dashboards by URL or image, and save versions to track changes. View and edit modes, permissions, and advanced settings help you tailor dashboards for reporting, analysis, and team collaboration.</p>
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<div class="body">

<div class="p">
<div class="note attention">
<span class="attentiontitle"></span> This feature is currently in an Early Access Program (EAP). You
can <a class="xref" href="https://community.zendesk.com/zendesk-eap-agentic-analytics-154/how-do-i-sign-up-for-the-agentic-analytics-eap-21701" target="_blank">sign up for the EAP here</a>.</div>
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<p class="p">Dashboards serve as a customizable canvas where you can combine multiple reports (for
example, charts, tables, or KPIs) and interactive elements, allowing you and your
stakeholders to see key metrics and analyses in a single, consolidated view. They are
highly interactive, supporting features like filters and drill-downs, enabling users to
analyze data from different angles without needing to build custom reports every time.
You create and view dashboards in analyst copilot.</p>
<p class="p"><img class="image" id="acp_creating_dashboards__image_adc_z4h_gjc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/arc-final-3.png" width="800"></p>
<p class="p">This article contains the following topics:</p>
<ul class="ul" id="acp_creating_dashboards__ul_gcw_yyq_z3c">
<li class="li"><a class="xref" href="#topic_nrh_4wf_rjc">About dashboards</a></li>
<li class="li"><a class="xref" href="#topic_dcl_fyq_z3c">Creating dashboards</a></li>
<li class="li"><a class="xref" href="#topic_xyt_byq_z3c">Editing dashboards</a></li>
</ul>
</div>
<div aria-labelledby="ariaid-title2" class="topic nested1" id="topic_nrh_4wf_rjc">
<h2 class="title topictitle2" id="ariaid-title2">About dashboards</h2>
<div class="body">
<p class="p">Analyst copilot includes <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/10990229437850" target="_blank">several prebuilt dashboards</a> covering
useful scenarios. In addition to these, you can also create your own custom
dashboards using analyst copilot to suit your business needs.</p>
<p class="p">Key features of dashboards include:</p>
<ul class="ul" id="topic_nrh_4wf_rjc__ul_oj2_vvq_z3c">
<li class="li">Pulls together your most useful reports in one place.</li>
<li class="li">Drag-and-drop editing. Coding or database skills are not required to build
dashboards.</li>
<li class="li">Cross-filters and filters affect all or specific dashboard components, making it
easy to slice your data by date range, agent, team, region, and more.
Cross-filtering allows interactive filtering; clicking one visualization updates
others in real time.</li>
<li class="li">Supports branded images, narrative text blocks (with Markdown formatting), and
links to external resources or other assets.</li>
<li class="li">Dashboards can be saved to projects, shared as URLs, or exported as images for
use in presentations or with external audiences. Permissions are managed so only
authorized users can edit or view dashboards. </li>
<li class="li">Every save creates a new version, making it simple to track changes or revert to
previous states.</li>
</ul>
</div>
</div>
<div aria-labelledby="ariaid-title3" class="topic nested1" id="topic_dcl_fyq_z3c">
<h2 class="title topictitle2" id="ariaid-title3">Creating dashboards</h2>
<div class="body">
<p class="p">Dashboards compile your reports into a single space where you can then share them
with others. You can enhance dashboards with filters, text, images, and more. You
can drag and drop reports and other dashboard components to get the dashboard
looking exactly how you want.</p>
<p class="p" dir="ltr">This section contains the following topics:</p>
<ul class="ul" id="topic_dcl_fyq_z3c__ul_fvf_w4r_v3c">
<li class="li"><a class="xref" href="#topic_yy5_hyq_z3c">Creating a dashboard</a></li>
<li class="li"><a class="xref" href="#topic_mtg_3yq_z3c">Adding reports to a dashboard</a></li>
<li class="li"><a class="xref" href="#topic_a3h_3yq_z3c">Removing reports from a dashboard</a></li>
<li class="li"><a class="xref" href="#topic_obt_qs1_2jc">Using dashboard tabs</a></li>
<li class="li"><a class="xref" href="#topic_evh_3yq_z3c">Saving dashboards</a></li>
<li class="li"><a class="xref" href="#topic_d33_3yq_z3c">Closing dashboards</a></li>
<li class="li"><a class="xref" href="#topic_ov3_3yq_z3c">Sharing dashboards</a></li>
</ul>
</div>
<div aria-labelledby="ariaid-title4" class="topic nested2" id="topic_yy5_hyq_z3c">
<h3 class="title topictitle3" id="ariaid-title4">Creating a dashboard</h3>
<div class="body">
<p class="p" dir="ltr">Before you can start adding reports and other components, you need to
create a dashboard.</p>
<p class="p" dir="ltr"><strong class="ph b">To create a dashboard</strong></p>
<ol class="ol" id="topic_yy5_hyq_z3c__ol_hvf_w4r_v3c">
<li class="li" dir="ltr">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408838272410" target="_blank">Analytics</a>, click the Home (<img class="image" id="topic_yy5_hyq_z3c__topic_o24_d3p_hvb_image_ovd_jsv_4xb" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/sell_icon_dashboard.png" width="16">)
icon in the sidebar.</li>
<li class="li" dir="ltr">Click the create icon (<strong class="ph b">+</strong>), then select <strong class="ph b">New
dashboard</strong>.<p class="p">A new, empty dashboard opens.</p>
<p class="p"><img class="image" id="topic_yy5_hyq_z3c__image_ivf_w4r_v3c" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/hyperarc_closed_eap_24.png" width="800"></p>
</li>
</ol>
</div>
</div>
<div aria-labelledby="ariaid-title5" class="topic nested2" id="topic_mtg_3yq_z3c">
<h3 class="title topictitle3" id="ariaid-title5">Adding reports to a dashboard</h3>
<div class="body">
<p class="p" dir="ltr">You can add reports you previously created to a dashboard.</p>
<p class="p" dir="ltr"><strong class="ph b">To add a report</strong></p>
<ol class="ol" id="topic_mtg_3yq_z3c__ol_kvf_w4r_v3c">
<li class="li" dir="ltr">
<a class="xref" href="https://support.zendesk.com/hc/en-us/articles/10468643165594#topic_rmq_l4p_z3c" target="_blank">Open a dashboard</a>, then click
<strong class="ph b">Chart</strong>. </li>
<li class="li" dir="ltr">Click the report you want to add. The report is immediately added
to the dashboard.</li>
<li class="li" dir="ltr">You can drag and drop to move or resize the report so it looks
just how you want.<div class="p">
<div class="note tip">
<span class="tiptitle">Tip:</span> If your dashboard contains many components, hold the
Shift key as you drag a component to help prevent
components from dynamically rearranging.</div>
</div>
<p class="p"><img class="image" id="topic_mtg_3yq_z3c__image_lvf_w4r_v3c" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/hyperarc_closed_eap_25.png" width="500"></p>
</li>
<li class="li">Use the undo and redo buttons if you make a mistake.<div class="p">
<div class="note important">
<span class="importanttitle">Important:</span> You can only undo up to the last save
point.</div>
</div>
</li>
</ol>
</div>
</div>
<div aria-labelledby="ariaid-title6" class="topic nested2" id="topic_a3h_3yq_z3c">
<h3 class="title topictitle3" id="ariaid-title6">Removing reports from a dashboard</h3>
<div class="body">
<p class="p" dir="ltr">Use the following procedure if you no longer need a report on your
dashboard.</p>
<p class="p" dir="ltr"><strong class="ph b">To remove a report from a dashboard</strong></p>
<ol class="ol" id="topic_a3h_3yq_z3c__ol_pvf_w4r_v3c">
<li class="li" dir="ltr">On the dashboard, click the report you want to delete from the
dashboard.</li>
<li class="li" dir="ltr">Click the delete icon (<img class="image" id="topic_a3h_3yq_z3c__image_qvf_w4r_v3c" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/hyperarc_closed_eap_34.png" width="20">).<p class="p">The report is removed from the
dashboard.</p>
</li>
</ol>
</div>
</div>
<div aria-labelledby="ariaid-title7" class="topic nested2" id="topic_obt_qs1_2jc">
<h3 class="title topictitle3" id="ariaid-title7">Using dashboard tabs</h3>
<div class="body">
<p class="p">When you create dashboards containing a lot of information, it can be beneficial
to arrange this information into pages, or <em class="ph i">tabs</em>. </p>
<p class="p">A new dashboard contains a single tab named Tab 1. You can add, reorder, and
manage tabs to get the dashboard layout you need.</p>
<p class="p"><img class="image" id="topic_obt_qs1_2jc__image_qxs_c51_2jc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/HA_new_20.png" width="500"></p>
<p class="p"><strong class="ph b">To create a new dashboard tab</strong></p>
<ul class="ul" id="topic_obt_qs1_2jc__ul_lfc_r51_2jc">
<li class="li">
<a class="xref" href="https://support.zendesk.com/hc/en-us/articles/10468643165594#topic_rmq_l4p_z3c" target="_blank">Open a dashboard</a> then, on the
dashboard tab bar, click the add icon (<strong class="ph b">+</strong>).<p class="p">A new dashboard tab is
created.</p>
</li>
</ul>
<p class="p"><strong class="ph b">To manage dashboard tabs</strong></p>
<ul class="ul" id="topic_obt_qs1_2jc__ul_kxh_tsg_rjc">
<li class="li">Click the options menu (<img class="image" id="topic_obt_qs1_2jc__image_kkc_l51_2jc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/options_menu_icon_verticle_sm.png" width="15">) next to a tab.<p class="p"><img class="image" id="topic_obt_qs1_2jc__image_tbv_v51_2jc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/HA_new_21.png" width="180"></p>
</li>
<li class="li">From the menu, select one of the following options:<ul class="ul" id="topic_obt_qs1_2jc__ul_c3y_p51_2jc">
<li class="li">
<strong class="ph b">Edit name</strong>: Enter a new name for the dashboard. You can also
double-click the tab name to change it.</li>
<li class="li">
<strong class="ph b">Create copy</strong>: Creates a copy of the tab name.</li>
<li class="li">
<strong class="ph b">Move left</strong>: Moves the selected tab one place to the left. You
can also drag-and-drop tabs to reorder them.</li>
<li class="li">
<strong class="ph b">Move right</strong>: Moves the selected tab one place to the
right.</li>
<li class="li">
<strong class="ph b">Delete</strong>: Deletes the selected tab.</li>
</ul>
<p class="p"><img class="image" id="topic_obt_qs1_2jc__image_tbv_v51_2jcs" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/HA_new_21.png" width="180"></p>
</li>
</ul>
</div>
</div>
<div aria-labelledby="ariaid-title8" class="topic nested2" id="topic_evh_3yq_z3c">
<h3 class="title topictitle3" id="ariaid-title8">Saving dashboards</h3>
<div class="body">
<p class="p" dir="ltr">Once you’ve created a dashboard, you can save it so you can continue to
work on it later.</p>
<p class="p" dir="ltr"><strong class="ph b">To save a dashboard</strong></p>
<ol class="ol" id="topic_evh_3yq_z3c__ol_svf_w4r_v3c">
<li class="li" dir="ltr">In a dashboard, click <strong class="ph b">Save</strong> or <strong class="ph b">Save as</strong>.</li>
<li class="li" dir="ltr">Enter the following information:<ul class="ul" id="topic_evh_3yq_z3c__ul_tvf_w4r_v3c">
<li class="li" dir="ltr">
<strong class="ph b">Name</strong>: Enter a descriptive name for the
dashboard.</li>
<li class="li" dir="ltr">
<strong class="ph b">Description</strong>: Optionally, enter a description for
the dashboard to make it easier for viewers to understand what it
contains.</li>
<li class="li" dir="ltr">
<strong class="ph b">Project</strong>: From the drop-down, select the project
where the dashboard will be saved.</li>
<li class="li" dir="ltr">
<strong class="ph b">URL:</strong> Optionally, edit the URL, which was automatically created based on the dashboard name. The URL of the dashboard lets viewers jump
directly to it instead of having to navigate to find it.</li>
</ul>
</li>
</ol>
<p class="p" dir="ltr"><img class="image" id="topic_evh_3yq_z3c__image_uvf_w4r_v3c" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/hyperarc_closed_eap_26.png" width="400"></p>
<div class="p">
<div class="note tip">
<span class="tiptitle">Tip:</span> When you save a dashboard with a new name, it creates a copy of
the report. However, it does not create a forked copy of the report.</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title9" class="topic nested2" id="topic_d33_3yq_z3c">
<h3 class="title topictitle3" id="ariaid-title9">Closing dashboards</h3>
<div class="body">
<p class="p" dir="ltr">When you’ve finished working with a dashboard, you can close it. When
you close a dashboard, any unsaved changes are lost. </p>
<p class="p" dir="ltr"><strong class="ph b">To close a dashboard</strong></p>
<ol class="ol" id="topic_d33_3yq_z3c__ol_wvf_w4r_v3c">
<li class="li" dir="ltr">In the analyst copilot tab bar, find the tab with the
dashboard you want to close, then click <strong class="ph b">X</strong> next to the dashboard name.</li>
</ol>
<p class="p" dir="ltr">The dashboard closes.</p>
</div>
</div>
<div aria-labelledby="ariaid-title10" class="topic nested2" id="topic_ov3_3yq_z3c">
<h3 class="title topictitle3" id="ariaid-title10">Sharing dashboards</h3>
<div class="body">
<p class="p">You can download a shareable image of a dashboard, or provide a URL to it.</p>
<p class="p"><strong class="ph b">To share a dashboard</strong></p>
<ol class="ol" id="topic_ov3_3yq_z3c__ol_yvf_w4r_v3c">
<li class="li">With your dashboard in view mode, click <strong class="ph b">Share</strong>.<p class="p"><img class="image" id="topic_ov3_3yq_z3c__image_zvf_w4r_v3c" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/hyperarc_closed_eap_35.png"></p>
</li>
<li class="li">On the Share page, do one of the following:<ul class="ul" id="topic_ov3_3yq_z3c__ul_awf_w4r_v3c">
<li class="li">Click <strong class="ph b">Image</strong> to download your dashboard as a JPEG image.
You'll find the image in your Downloads folder.</li>
</ul>
</li>
</ol>
<p class="p"><img class="image" id="topic_ov3_3yq_z3c__image_bwf_w4r_v3c" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/hyperarc_closed_eap_36.png" width="400"></p>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title11" class="topic nested1" id="topic_xyt_byq_z3c">
<h2 class="title topictitle2" id="ariaid-title11">Editing dashboards</h2>
<div class="body">
<p class="p" dir="ltr">Once you’ve created a dashboard and added reports, there are a number of
editing options you can use.</p>
<p class="p">The following topics detail some of the editing options you can use:</p>
<ul class="ul" id="topic_xyt_byq_z3c__ul_fwf_w4r_v3c">
<li class="li"><a class="xref" href="#topic_xh2_swg_rjc">Switching between view and edit mode</a></li>
<li class="li"><a class="xref" href="#topic_r23_wwq_z3c">Renaming dashboards</a></li>
<li class="li"><a class="xref" href="#topic_bk3_wwq_z3c">Adding images to dashboards</a></li>
<li class="li"><a class="xref" href="#topic_bs3_wwq_z3c">Adding text to dashboards</a></li>
<li class="li"><a class="xref" href="#topic_upj_wwq_z3c">Adding links to dashboards</a></li>
<li class="li"><a class="xref" href="#topic_m2r_zx1_2jc">Configuring advanced dashboard options</a></li>
</ul>
</div>
<div aria-labelledby="ariaid-title12" class="topic nested2" id="topic_xh2_swg_rjc">
<h3 class="title topictitle3" id="ariaid-title12">Switching between view and edit mode</h3>
<div class="body">
<p class="p">Dashboards feature two modes, view, and edit. To make changes to a dashboard, it
must be in edit mode.</p>
<p class="p" dir="ltr"><strong class="ph b">To switch between view and edit modes</strong></p>
<ul class="ul" id="topic_xh2_swg_rjc__ul_q4z_4xg_rjc">
<li class="li" dir="ltr">In a dashboard, set the toggle switch to <strong class="ph b">View</strong> or
<strong class="ph b">Edit</strong>.<p class="p"><img class="image" id="topic_xh2_swg_rjc__image_ewf_w4r_v3c" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/hyperarc_closed_eap_27.png"></p>
</li>
</ul>
</div>
</div>
<div aria-labelledby="ariaid-title13" class="topic nested2" id="topic_r23_wwq_z3c">
<h3 class="title topictitle3" id="ariaid-title13">Renaming dashboards</h3>
<div class="body">
<p class="p" dir="ltr">You can change the name of a dashboard, as needed.</p>
<p class="p" dir="ltr"><strong class="ph b">To change a dashboard name</strong></p>
<ol class="ol" id="topic_r23_wwq_z3c__ol_hwf_w4r_v3c">
<li class="li" dir="ltr">With a dashboard open and in edit mode, click the dashboard
name.</li>
<li class="li" dir="ltr">Enter a new dashboard name.</li>
<li class="li" dir="ltr">Click <strong class="ph b">Save</strong>.</li>
</ol>
<p class="p" dir="ltr"><img class="image" id="topic_r23_wwq_z3c__image_iwf_w4r_v3c" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/hyperarc_closed_eap_28.png"></p>
</div>
</div>
<div aria-labelledby="ariaid-title14" class="topic nested2" id="topic_bk3_wwq_z3c">
<h3 class="title topictitle3" id="ariaid-title14">Adding images to dashboards</h3>
<div class="body">
<p class="p" dir="ltr">You can add images to your dashboard to give it your company branding
or to make the dashboard more visually engaging.</p>
<p class="p" dir="ltr"><strong class="ph b">To add an image to a dashboard</strong></p>
<ol class="ol" id="topic_bk3_wwq_z3c__ol_kwf_w4r_v3c">
<li class="li" dir="ltr">
<a class="xref" href="https://support.zendesk.com/hc/en-us/articles/10468643165594#topic_rmq_l4p_z3c" target="_blank">Open a dashboard</a>, then drag and
drop the image component from the tab bar into the dashboard.</li>
<li class="li" dir="ltr">Click the image component you just added. The following options
are displayed:<ul class="ul" id="topic_bk3_wwq_z3c__ul_lwf_w4r_v3c">
<li class="li" dir="ltr">
<strong class="ph b">Alignment</strong>: Justify the alignment of the image
inside its dashboard component.</li>
<li class="li" dir="ltr">
<strong class="ph b">Scale</strong>: Scale the image to fit the component or
revert it to its original size.</li>
<li class="li" dir="ltr">
<strong class="ph b">Background color</strong>: Configure a background color for
the image component.</li>
<li class="li" dir="ltr">
<strong class="ph b">Drop shadow</strong>: Turn on or off a drop shadow on the
image.</li>
<li class="li" dir="ltr">
<strong class="ph b">Border:</strong> Configure a border
around the image.</li>
<li class="li" dir="ltr">
<strong class="ph b">Source</strong>: Enter a location where analyst copilot can
find the image.</li>
</ul>
</li>
<li class="li">After you've configured the setting you want, click away from the image
settings.</li>
</ol>
<p class="p" dir="ltr"><img class="image" id="topic_bk3_wwq_z3c__image_mwf_w4r_v3c" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/hyperarc_closed_eap_29.png"></p>
</div>
</div>
<div aria-labelledby="ariaid-title15" class="topic nested2" id="topic_bs3_wwq_z3c">
<h3 class="title topictitle3" id="ariaid-title15">Adding text to dashboards</h3>
<div class="body">
<p class="p" dir="ltr">You can add text to your dashboard to provide further information to
viewers.</p>
<p class="p" dir="ltr"><strong class="ph b">To add text to a dashboard</strong></p>
<ol class="ol" id="topic_bs3_wwq_z3c__ol_owf_w4r_v3c">
<li class="li" dir="ltr">
<a class="xref" href="https://support.zendesk.com/hc/en-us/articles/10468643165594#topic_rmq_l4p_z3c" target="_blank">Open a dashboard</a>. </li>
<li class="li" dir="ltr">Drag and drop the text component from the tab bar into the
dashboard.</li>
<li class="li" dir="ltr">In the text box, enter the text you want displayed on the
dashboard. <p class="p">The text input box supports <a class="xref" href="https://www.markdownguide.org/basic-syntax/" target="_blank">Markdown formatting</a>. For example, you could
enter "Hello from **Zendesk**" to display "Hello from <strong class="ph b">Zendesk</strong>".
dir="ltr"&gt;<img class="image" id="topic_bs3_wwq_z3c__image_qwf_w4r_v3c" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/hyperarc_closed_eap_30.png"></p>
</li>
<li class="li" dir="ltr">Configure the following text component options as required:<ul class="ul" id="topic_bs3_wwq_z3c__ul_pwf_w4r_v3c">
<li class="li" dir="ltr">
<strong class="ph b">Horizontal alignment</strong>: Controls the horizontal
alignment of the text inside the text component.</li>
<li class="li" dir="ltr">
<strong class="ph b">Vertical alignment</strong>: Controls the horizontal
alignment of the text inside the text component.</li>
<li class="li" dir="ltr">
<strong class="ph b">Font color</strong>: Controls the font color of the
text.</li>
<li class="li" dir="ltr">
<strong class="ph b">Font size</strong>: Controls the font size of the text.</li>
<li class="li" dir="ltr">
<strong class="ph b">Component background color</strong>: Controls the background
color of the text.</li>
<li class="li" dir="ltr">
<strong class="ph b">Drop shadow</strong>: Adds or removes a drop shadow effect
on the text component.</li>
<li class="li" dir="ltr">
<strong class="ph b">Border configuration</strong>: Creates a border around the
text using the selected style.</li>
</ul>
</li>
<li class="li">Click away from the text component to hide the text options menu.</li>
</ol>
</div>
</div>
<div aria-labelledby="ariaid-title16" class="topic nested2" id="topic_upj_wwq_z3c">
<h3 class="title topictitle3" id="ariaid-title16">Adding links to dashboards</h3>
<div class="body">
<p class="p" dir="ltr">You can add clickable links to external sites, or to other analyst
copilot assets.</p>
<p class="p" dir="ltr"><strong class="ph b">To add a link to the dashboard</strong></p>
<ol class="ol" id="topic_upj_wwq_z3c__ol_swf_w4r_v3c">
<li class="li" dir="ltr"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/10468643165594#topic_rmq_l4p_z3c" target="_blank">Open a dashboard</a></li>
<li class="li" dir="ltr">Drag and drop the link component from the tab bar into the
dashboard.</li>
<li class="li" dir="ltr">In the link component choose the link type you want to add. You
can add a link to another analyst copilot asset (for example another
dashboard or report) or link to an external web site using a URL.</li>
<li class="li" dir="ltr">Configure the following information for the link:<p class="p" dir="ltr"><strong class="ph b">For URL links</strong></p>
<ul class="ul" id="topic_upj_wwq_z3c__ul_twf_w4r_v3c">
<li class="li">
<strong class="ph b">Link type</strong>: Select URL.</li>
<li class="li" dir="ltr">
<strong class="ph b">Label</strong>: Enter the text that will appear for the
link.</li>
<li class="li" dir="ltr">
<strong class="ph b">URL</strong>: Enter the URL for the link.<p class="p"><img class="image" id="topic_upj_wwq_z3c__image_uwf_w4r_v3c" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/hyperarc_closed_eap_31.png"></p>
</li>
</ul>
<p class="p" dir="ltr"><strong class="ph b">For asset links</strong></p>
<ul class="ul" id="topic_upj_wwq_z3c__ul_vwf_w4r_v3c">
<li class="li">
<strong class="ph b">Link type</strong>: Select Asset</li>
<li class="li" dir="ltr">
<strong class="ph b">Label</strong>: Enter the text that will appear for the
link.</li>
<li class="li" dir="ltr">
<strong class="ph b">Asset</strong>: Opens a list where you can choose the report
or dashboard you want to add.</li>
<li class="li" dir="ltr">
<strong class="ph b">Pass state</strong>: From the drop down, select if you want
filters from the selected asset reflected when a user clicks the
link.<p class="p"><img class="image" id="topic_upj_wwq_z3c__image_wwf_w4r_v3c" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/hyperarc_closed_eap_32.png"></p>
</li>
</ul>
</li>
<li class="li" dir="ltr">Configure the following formatting options as needed:<ul class="ul" id="topic_upj_wwq_z3c__ul_xwf_w4r_v3c">
<li class="li" dir="ltr">
<strong class="ph b">Horizontal alignment</strong>: Controls the horizontal
alignment of the text inside the text component.</li>
<li class="li" dir="ltr">
<strong class="ph b">Vertical alignment</strong>: Controls the horizontal
alignment of the text inside the text component.</li>
<li class="li" dir="ltr">
<strong class="ph b">Font color</strong>: Controls the font color of the
text.</li>
<li class="li" dir="ltr">
<strong class="ph b">Font size</strong>: Controls the font size of the text.</li>
<li class="li" dir="ltr">
<strong class="ph b">Underline</strong>: Underlines the current link.</li>
<li class="li" dir="ltr">
<strong class="ph b">Component background color</strong>: Controls the background
color of the text.</li>
<li class="li" dir="ltr">
<strong class="ph b">Drop shadow</strong>: Adds or removes a drop shadow effect
on the text component.</li>
<li class="li" dir="ltr">
<strong class="ph b">Border configuration</strong>: Creates a border around the
text using the selected style</li>
</ul>
</li>
</ol>
<p class="p" dir="ltr">Click away from the link component to hide the link options menu. Now,
when the dashboard is in view mode, clicking the link text will take you to the
configured asset or URL.</p>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title17" class="topic nested1" id="topic_m2r_zx1_2jc">
<h2 class="title topictitle2" id="ariaid-title17">Configuring advanced dashboard options</h2>
<div class="body">
<p class="p">You can fine-tune your dashboard
configuration and presentation as needed.</p>
<p class="p"><strong class="ph b">To configure advanced dashboard options</strong></p>
<ol class="ol" id="topic_m2r_zx1_2jc__ol_byv_j1c_2jc">
<li class="li">
<a class="xref" href="https://support.zendesk.com/hc/en-us/articles/10468643165594#topic_rmq_l4p_z3c" target="_blank">Open a dashboard</a> and switch to
<strong class="ph b">Edit</strong> mode.</li>
<li class="li">Click the options menu (<img class="image" id="topic_m2r_zx1_2jc__image_kkc_l51_2jc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/HA_new_22.png" width="15">) , then select one of the following
options:<ul class="ul" id="topic_m2r_zx1_2jc__ul_lvm_r1c_2jc">
<li class="li">
<strong class="ph b">Config</strong>: Opens a panel containing layout and component options for
your dashboard. For example, you can change component spacing, display
colors, and border styles.</li>
<li class="li">
<strong class="ph b">Interactions:</strong> Connects
columns across different datasets so that filters affect the entire
dashboard, regardless of the dataset each report comes from. By default, dashboard filters apply to reports in
the same dataset only. See <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/10468668486426" target="_blank">Grouping and filtering analyst
copilot results</a>.</li>
<li class="li">
<strong class="ph b">Dev mode:</strong> Displays the dashboard configuration in JSON format.
You can modify the configuration as needed, then click <strong class="ph b">Apply</strong> to
save it.</li>
</ul>
<p class="p"><img class="image" id="topic_m2r_zx1_2jc__image_jlp_m1c_2jc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/HA_new_32.png" width="150"></p>
</li>
</ol>
</div>
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