Creating Analyst copilot dashboards (EAP)

Dashboards in Analyst copilot 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.


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Dashboards in Analyst copilot 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.
Analyst copilot includes several prebuilt dashboards covering useful scenarios. In
addition to these, you can also create your own custom dashboards to suit your business
needs.
Key features of dashboards include:

Pulls together your most useful reports in one place.
Drag-and-drop editing. Coding or database skills are not required to build
dashboards.
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.
Supports branded images, narrative text blocks (with Markdown formatting), and links
to external resources or other Analyst copilot assets.
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.
Every save creates a new version, making it simple to track changes or revert to
previous states.

This article contains the following topics:

Creating dashboards
Editing dashboards



Creating dashboards

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.
This section contains the following topics:

Creating a dashboard
Adding reports to a dashboard
Removing reports from a dashboard
Using dashboard tabs
Saving dashboards
Closing dashboards
Sharing dashboards



Creating a dashboard

Before you can start adding reports and other components, you need to
create a dashboard.
To create a dashboard

In Analyst copilot click the create
icon (+), then select New dashboard. A new, blank dashboard
opens.






Adding reports to a dashboard

You can add reports you previously created to a dashboard.
To add a report

In a dashboard, click Chart. The Select a report to add
page opens.
Click the report you want to add. The report is immediately added
to the dashboard.
You can drag and drop to move or resize the report so it looks
just how you want.

Tip: If your dashboard contains many components, hold the
shift key down as you drag a component. This can help stop
components ‘jumping around’ as the dashboard dynamically rearranges
them.



You can also configure how the report component interacts with filters and
cross-filters:

Emit: Selecting a value (for example a column) on
the report will send a cross-filtering event to other components on
the dashboard, filtering their results by the value selected in this
component.

Receive: When unchecked, the component will ignore
cross-filtering events from other components.

Emit faceting settings:

Use composite on all: Use all groupings to
cross-filter receiving queries.

Facet first grouping only: Use the first
grouping only to cross-filter receiving queries.



Filters
Use this option to configure the component to
ignore or respect the dashboard filters.


Use the undo and redo buttons if you make a mistake.


Important: You can only undo up to the last save point.




Removing reports from a dashboard

Use the following procedure if you no longer need a report on your
dashboard.
To remove a report from a dashboard

On the dashboard, click the report you want to delete from the
dashboard..
Click the delete icon ( ). The report is removed from the
dashboard.





Using dashboard tabs

When you create dashboards containing a lot of information, it can be beneficial
to arrange this information into pages, or tabs.
A new dashboard contains a single tab named Tab 1. You can add, reorder, and
manage tabs to get the dashboard layout you need.

To create a new dashboard tab

On the dashboard tab bar, click the add icon (+). A new dashboard
tab is created.


To manage dashboard tabs

Click the options menu ( ) next to a tab.

From the menu, choose one of the following options:

Edit name: Enter a new name for the dashboard. You can also
double-click the tab name to change it.

Create copy: Creates a copy of the tab name.

Move left: Moves the selected tab one place to the left. You
can also drag-and-drop tabs to reorder them.

Move right: Moves the selected tab one place to the
right.

Delete: Deletes the selected tab.






Saving dashboards

Once you’ve created a dashboard, you can save it so you can continue to
work on it later.
To save a dashboard

In a dashboard, click Save or Save as.
On the save page, enter the following information:

Name: Enter a descriptive name for the
dashboard.

Description: Optionally, enter a description for
the dashboard to make it easier for viewers to understand what it
contains.

Project: From the drop-down, select the project
where the dashboard will be saved.

URL: The URL of the dashboard lets viewers jump
directly to it instead of having to navigate to find it. The URL is
automatically created based on the dashboard name, but you can edit
it to be whatever you want.






Tip: 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.




Closing dashboards

When you’ve finished working with a dashboard, you can close it. Make
sure to save the dashboard first.
To close a dashboard

In the Analyst copilot tab bar, find the tab containing your
dashboard.
Click x next to the dashboard name.

The dashboard closes.


Warning: When you close a dashboard, any unsaved changes are lost.




Sharing dashboards

You can download a shareable image of a dashboard, or provide a URL to it.
To share a dashboard

With your dashboard in View mode, click Share.

On the Share page, do one of the following:
Click Image to download your dashboard as a JPEG image.
You'll find the image in the Downloads folder on your computer.


Click Copy to copy the URL of the dashboard to your clipboard. You
can then share this URL with others.






Editing dashboards

Once you’ve created a dashboard and added reports, there are a number of
editing options you can use.
To edit a dashboard

From the list of assets on the Analyst copilot home page, click the
dashboard you want to edit.
In the dashboard, set the toggle switch from View to
Edit.


The following topics detail some of the editing options you can use:

Renaming dashboards
Adding images to dashboards
Adding text to dashboards
Adding links to dashboards
Configuring advanced dashboard options



Renaming dashboards

If required, you can change the name of a dashboard.
To change a dashboard name

With a dashboard open and in edit mode, click the dashboard
name.
Enter a new dashboard name.
Click Save.





Adding images to dashboards

You can add images to your dashboard to give it your company branding
or to make the dashboard more visually engaging.
To add an image to a dashboard

In a dashboard, drag and drop the image component from the tab bar
into the dashboard.
Click the image component you just added. The following options
are displayed:

Alignment: Justify the alignment of the image
inside its dashboard component.

Scale: Scale the image to fit the component or
revert it to its original size.

Background color: Configure a background color for
the image component.

Drop shadow: Turn on or off a drop shadow on the
image.

Border: Various options to configure a border
around the image.

Source: Enter a location where Analyst copilot can
find the image.


After you've configured the setting you want, click away from the image
settings.





Adding text to dashboards

You can add text to your dashboard to provide further information to
viewers.
To add text to a dashboard

In a dashboard, drag and drop the text component from the tab bar
into the dashboard.
In the text box, enter the text you want displayed on the
dashboard. The text input box supports Markdown formatting. For example, you could
enter "Hello from **Zendesk**" to display "Hello from Zendesk".
Configure the following text component options as required:

Horizontal alignment: Controls the horizontal
alignment of the text inside the text component.

Vertical alignment: Controls the horizontal
alignment of the text inside the text component.

Font color: Controls the font color of the
text.

Font size: Controls the font size of the text.

Component background color: Controls the background
color of the text.

Drop shadow: Adds or removes a drop shadow effect
on the text component.

Border configuration: Creates a border around the
text using the selected style.




Click away from the text component to hide the text options menu.



Adding links to dashboards

You can add clickable links to external sites, or to other Analyst
copilot assets.
To add a link to the dashboard

In a dashboard, drag and drop the link component from the tab bar
into the dashboard.
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.
Configure the following information for the link: For URL links


Link type: Select URL.

Label: Enter the text that will appear for the
link.

URL: Enter the URL for the link.


For asset links


Link type: Select Asset

Label: Enter the text that will appear for the
link.

Asset: Opens a list where you can choose the report
or dashboard you want to add.

Pass state: From the drop down, select if you want
filters from the selected asset reflected when a user clicks the
link.



Configure the following formatting options as required:

Horizontal alignment: Controls the horizontal
alignment of the text inside the text component.

Vertical alignment: Controls the horizontal
alignment of the text inside the text component.

Font color: Controls the font color of the
text.

Font size: Controls the font size of the text.

Underline: Underlines the current link.

Component background color: Controls the background
color of the text.

Drop shadow: Adds or removes a drop shadow effect
on the text component.

Border configuration: Creates a border around the
text using the selected style



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.




Configuring advanced dashboard options

Analyst features several capabilities you can use to fine-tune your dashboard
configuration and presentation.
To configure advanced dashboard options

In a dashboard, switch to Edit mode.
Click the options menu ( ) .

Select one of the following options:

Config: Opens a panel containing layout and component options for
your dashboard. For example, you can change component spacing, display
colors, and border styles.

Interactions:


Dev mode: Displays the dashboard configuration in JSON format.
You can modify the configuration as required, then click Apply to
save it.





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