Setting default chart colors and export settings

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<p id="docs-hc-snippet" style="display: none;">In Explore, admins can set default chart colors and export settings that apply across the entire account. This helps you maintain consistency across the charts and exports generated from your account.</p>
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<p class="p">In Explore, admins can set default chart colors and export settings that apply across the
entire account. This helps you maintain consistency across the charts and exports
generated from your account. </p>
<p class="p">This article contains the following topics: </p>
<ul class="ul" id="Explore_account_info__ul_jdg_xpv_qzb">
<li class="li"><a class="xref" href="#topic_wwl_5pv_qzb">Setting default chart colors</a></li>
<li class="li"><a class="xref" href="#topic_rxp_vpv_qzb">Setting export separators and decimal precision</a></li>
</ul>
<p class="p">Related articles:</p>
<ul class="ul" id="Explore_account_info__ul_kcr_hlj_1cc">
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4418307079322" target="_blank">Setting the start of the week for reports and
filters</a></li>
</ul>
<div class="p">
<div class="note note" id="Explore_account_info__note_znh_kmj_1cc">
<span class="notetitle">Note:</span> Prior to July 15, 2024, it was possible to set any special
characters as column separators in CSV exports, but now only <a class="xref" href="#topic_rxp_vpv_qzb">certain characters</a> are allowed.
If you save any settings on the Formatting tab of the Settings page (even settings
unrelated to exports), the new export settings are enforced. This may break
automated export workflows you have created that rely on certain special
characters.</div>
</div>
</div>
<div aria-labelledby="ariaid-title2" class="topic nested1" id="topic_wwl_5pv_qzb">
<h2 class="title topictitle2" id="ariaid-title2">Setting default chart colors</h2>
<div class="body">
<p class="p">Admins can set the default chart colors and color coding that apply when new reports
are created in Explore. </p>
<p class="p"><img class="image" id="topic_wwl_5pv_qzb__image_i5d_mlj_1cc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/explore_admin_settings_formatting_chart_colors.png" width="600"></p>
<p class="p"><strong class="ph b">To set default chart colors</strong></p>
<ol class="ol" id="topic_wwl_5pv_qzb__ol_jqn_nqv_qzb">
<li class="li">In Explore, click the <strong class="ph b">Settings</strong> icon (<img class="image" id="topic_wwl_5pv_qzb__image_b2z_qlj_1cc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/Explore_admin_icon.png">) in the left sidebar. </li>
<li class="li">Select the <strong class="ph b">Formatting</strong> tab. </li>
<li class="li">Under <strong class="ph b">Chart colors</strong>, select the colors for the following options: <ul class="ul" id="topic_wwl_5pv_qzb__ol_kd3_slj_1cc">
<li class="li">
<strong class="ph b">Colors</strong>: Colors applied to chart elements. Applied in the order
shown. For example, if you used the color scheme from the image above
and added two metrics to a report, the chart would show the first metric
in red and the second in teal.<p class="p"><img class="image" id="topic_wwl_5pv_qzb__image_v15_tqv_qzb" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/explore_account_info_default_colors_in_graph.png" width="600"></p>
</li>
<li class="li">
<strong class="ph b">Color scale</strong>: Colors applied when a <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408846733722#topic_esg_kmb_y5" target="_blank">metric is color-encoded</a> in a
report. For example, if you used the color scheme from the image above
and added a color-encoded metric, the results would be colored as shown
in the screenshot below.<p class="p"><img class="image" id="topic_wwl_5pv_qzb__image_fzg_vlj_1cc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/Explore_color_encoded_metric.png" width="600"></p>
</li>
</ul>
</li>
<li class="li">Click <strong class="ph b">Save</strong>.</li>
</ol>
</div>
</div>
<div aria-labelledby="ariaid-title3" class="topic nested1" id="topic_rxp_vpv_qzb">
<h2 class="title topictitle2" id="ariaid-title3">Setting export separators and decimal precision</h2>
<div class="body">
<p class="p">Admins can set the separator characters and decimal precision that apply to data
exported from Explore to a CSV file.</p>
<p class="p"><img class="image" id="topic_rxp_vpv_qzb__image_zxx_bmj_1cc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/explore_admin_settings_formatting_csv_exports.png" width="600"></p>
<p class="p"><strong class="ph b">To set export separators and decimal precision</strong>
</p>
<ol class="ol" id="topic_rxp_vpv_qzb__ol_eyr_zqv_qzb">
<li class="li">In Explore, click the <strong class="ph b">Settings</strong> icon (<img class="image" id="topic_rxp_vpv_qzb__image_cnv_2mj_1cc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/Explore_admin_icon.png">) in the left sidebar. </li>
<li class="li">Select the <strong class="ph b">Formatting</strong> tab. </li>
<li class="li">Under <strong class="ph b">CSV exports</strong>, set the following separators and precision that should
apply when data is exported to a CSV file: <ul class="ul" id="topic_rxp_vpv_qzb__ol_u3w_fmj_1cc">
<li class="li">
<strong class="ph b">Columns separator</strong>: Select the character that should act as a
column separator. Options include <strong class="ph b">comma</strong>, <strong class="ph b">dot</strong>,
<strong class="ph b">semicolon</strong>, <strong class="ph b">tab</strong>, and <strong class="ph b">pipe</strong>. </li>
<li class="li">
<strong class="ph b">Decimal separator</strong>: Select the character that should act as a
decimal separator. Options include <strong class="ph b">dot</strong> and <strong class="ph b">comma</strong>. </li>
<li class="li">
<strong class="ph b">Decimal precision</strong>: Select the number of decimal places that data
should have. Options include <strong class="ph b">0–5</strong>. </li>
<li class="li">
<strong class="ph b">Thousands separator</strong>: Select the character that should act as a
thousands-place separator. Options include <strong class="ph b">nothing</strong>, <strong class="ph b">space</strong>,
<strong class="ph b">comma</strong>, and <strong class="ph b">dot</strong>. </li>
</ul>
</li>
<li class="li">Click <strong class="ph b">Save</strong>.</li>
</ol>
</div>
</div>
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