Navigating the Explore interface

<body>
<p id="docs-hc-snippet" style="display: none;">Use this article to help you find your way around the Explore interface.</p>
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<a href="https://support.zendesk.com/hc/en-us/articles/5411234991258-plan" rel="noopener" target="_blank">What's my plan?</a>
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<td>Team, Growth, Professional, Enterprise, or Enterprise Plus</td>
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<strong>Support with</strong>
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<td>Explore Light, Professional, or Enterprise</td>
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<div class="body">
<p class="p">Use this article to help you find your way around the Explore interface. </p>
<p class="p">This article contains the following sections:</p>
<div class="p">
<ul class="ul" id="topic_e2m_dgg_qz__ul_zgq_rgg_qz">
<li class="li"><a class="xref" href="#topic_wt1_chg_qz">Explore interface basics</a></li>
<li class="li"><a class="xref" href="#topic_pyd_4rl_wz">Explore libraries</a></li>
<li class="li"><a class="xref" href="#topic_ltz_bhg_qz">Dashboard, Report, and Dataset libraries</a></li>
<li class="li"><a class="xref" href="#topic_jvy_bhg_qz">Explore admin settings (Professional and Enterprise only)</a></li>
</ul>
</div>
</div>
<div aria-labelledby="ariaid-title2" class="topic nested1" id="topic_wt1_chg_qz">
<h2 class="title topictitle2" id="ariaid-title2">Explore interface basics</h2>
<div class="body">
<p class="p">The main menus in Explore are the top toolbar and the sidebar, which are visible from most
Explore pages. The interface items you'll see depend on the version of Explore you're
using.</p>
</div>
<div aria-labelledby="ariaid-title3" class="topic nested2" id="topic_hgy_rrl_wz">
<h3 class="title topictitle3" id="ariaid-title3">Top toolbar</h3>
<div class="body">
<p class="p">The <strong class="ph b">top toolbar</strong> helps you navigate Explore, and switch to other Zendesk products.
Here you can find your current location in the product, use the search function, and
access other Zendesk products and your user profile. </p>
<div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_hgy_rrl_wz__table_slq_1cm_wz" rules="all" summary="">
<caption><span class="tablecap"><span class="table--title-label">Table 1. </span>Top toolbar icons and links</span></caption>
<colgroup>
<col style="width:24.271844660194176%">
<col style="width:75.72815533980582%">
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry nocellnorowborder" id="d52e100" style="vertical-align:top;">Link/Icon</th>
<th class="entry cell-norowborder" id="d52e103" style="vertical-align:top;">Task</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry nocellnorowborder" headers="d52e100" style="vertical-align:top;"><strong class="ph b">Analytics ⍌</strong></td>
<td class="entry cell-norowborder" headers="d52e103" style="vertical-align:top;">
<strong class="ph b">Products menu</strong>: Contains links to all of your Zendesk products. </td>
</tr>
<tr class="row">
<td class="entry nocellnorowborder" headers="d52e100" style="vertical-align:top;"><img class="image" id="topic_hgy_rrl_wz__image_cd3_qdm_wz" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/Explore_search.png"></td>
<td class="entry cell-norowborder" headers="d52e103" style="vertical-align:top;">
<strong class="ph b">Search</strong>: Opens the search box. This enables you to search the
reports, dashboards, and datasets library for the term you entered. </td>
</tr>
<tr class="row">
<td class="entry row-nocellborder" headers="d52e100" style="vertical-align:top;"><img class="image img-screenshot" id="topic_hgy_rrl_wz__image_gwc_sdm_wz" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/Explore_UI_Profile_Icon.png"></td>
<td class="entry cellrowborder" headers="d52e103" style="vertical-align:top;">
<strong class="ph b">User profile</strong>: Opens a drop-down menu where you can access your user
profile, view keyboard shortcuts, give product feedback, open the Explore Help
Center, and sign out. </td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title4" class="topic nested2" id="topic_irs_3sl_wz">
<h3 class="title topictitle3" id="ariaid-title4">Sidebar</h3>
<div class="body">
<p class="p">The <strong class="ph b">sidebar</strong> lets editors and admins access Explore libraries, and settings. </p>
<div class="note note">
<span class="notetitle">Note:</span> Viewers can only access the dashboards library. </div>
<div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" rules="all" summary="">
<caption><span class="tablecap"><span class="table--title-label">Table 2. </span>Sidebar icons</span></caption>
<colgroup>
<col style="width:11.560693641618498%">
<col style="width:88.43930635838151%">
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry nocellnorowborder" id="d52e183" style="vertical-align:top;">Icon</th>
<th class="entry cell-norowborder" id="d52e186" style="vertical-align:top;">Task</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry nocellnorowborder" headers="d52e183" style="vertical-align:top;"><img class="image" id="topic_irs_3sl_wz__image_hd1_1fm_wz" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/Explore_dashboard_icon.png" width="25"></td>
<td class="entry cell-norowborder" headers="d52e186" style="vertical-align:top;">
<strong class="ph b">Dashboards library</strong> (all Explore plans): Displays all of the
pre-built dashboards and any of your shared or created dashboards. Editors and
admins can create new dashboards by clicking the <strong class="ph b">New dashboard</strong> button.
From this location, editors and admins can open the Dashboard Builder and
create, share, delete, and duplicate dashboards. See <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408846844826" target="_blank">Understanding dashboards</a>.</td>
</tr>
<tr class="row">
<td class="entry nocellnorowborder" headers="d52e183" style="vertical-align:top;"><img class="image" id="topic_irs_3sl_wz__image_rd1_1fm_wz" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/Explore_query_icon.png" width="25"></td>
<td class="entry cell-norowborder" headers="d52e186" style="vertical-align:top;">
<strong class="ph b">Reports library</strong> (Professional and Enterprise plans only): Displays
all of your reports. Only editors and admins have access to this icon. From this
location, editors and admins can open the report builder and create, share,
duplicate, and delete reports. See <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408839341082" target="_blank">Understanding reports</a>.</td>
</tr>
<tr class="row">
<td class="entry nocellnorowborder" headers="d52e183" style="vertical-align:top;"><img class="image" id="topic_irs_3sl_wz__image_yd1_1fm_wz" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/Explore_dataset_icon.png" width="25"></td>
<td class="entry cell-norowborder" headers="d52e186" style="vertical-align:top;">
<strong class="ph b">Datasets library</strong> (Professional and Enterprise plans only): Displays
all of your datasets. Only editors and admins have access to this icon. From
this location, editors and admins can open the Dataset Builder and create, edit,
duplicate, and delete datasets. See <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408839218842" target="_blank">Understanding datasets</a>.</td>
</tr>
<tr class="row">
<td class="entry nocellnorowborder" headers="d52e183" style="vertical-align:top;"><img class="image" id="topic_irs_3sl_wz__image_tc2_rs2_y2c" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/Explore_updates_d_1.png" width="35"></td>
<td class="entry cell-norowborder" headers="d52e186" style="vertical-align:top;">
<strong class="ph b">Dataset exports</strong> (Professional and Enterprise plans only): Opens the
Dataset exports page where you can export and then combine Zendesk data with
other data sources, giving you a fuller picture of your business operations. See
<a class="xref" href="https://support.zendesk.com/hc/en-us/articles/6037992005914" target="_blank">Exporting datasets from Explore</a>.</td>
</tr>
<tr class="row">
<td class="entry row-nocellborder" headers="d52e183" style="vertical-align:top;"><img class="image" id="topic_irs_3sl_wz__image_f21_1fm_wz" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/Explore_admin_icon.png" width="25"></td>
<td class="entry cellrowborder" headers="d52e186" style="vertical-align:top;">
<strong class="ph b">Settings menu</strong> (Professional and Enterprise plans only): Contains
account settings such as dataset access, dashboard sharing, default chart
colors, export settings, and default start of week. Only admins can access these
settings. See <a class="xref" href="#topic_jvy_bhg_qz">Explore admin
settings</a>.</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title5" class="topic nested1" id="topic_pyd_4rl_wz">
<h2 class="title topictitle2" id="ariaid-title5">Explore libraries</h2>
<div class="body">
<p class="p">When you open Explore, you always start in the <em class="ph i">Dashboards library</em>. If you're using
Explore Professional or Enterprise, you can switch to the Reports, and Datasets libraries
which have the same look and feel. The main components in each library are:</p>
<ul class="ul" id="topic_pyd_4rl_wz__ul_rqf_prl_wz">
<li class="li">
<strong class="ph b">Header</strong>: Displays the name of the library you're in and the number of items in the
library. This is the total number of items, whether or not they have been created by you
or shared. <p class="p"><img alt="Explore dashboard builder header" class="image img-screenshot" id="topic_pyd_4rl_wz__image_kpg_fnp_x2b" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/Explore_interface_header1.png"></p>
</li>
<li class="li">
<strong class="ph b">Create dashboard</strong>/<strong class="ph b">New report</strong>/<strong class="ph b">New dataset</strong>: Adds a new dashboard,
report, or dataset. <p class="p"><img class="image" id="topic_pyd_4rl_wz__image_p5h_kt2_y2c" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/Explore_updates_d_2.png" width="200"></p>
</li>
<li class="li">
<strong class="ph b">Main window</strong>: Contains a list of all your dashboards, reports, or datasets. There
are up to three tabs you can use to change the list of items in the library's main window.
<ul class="ul" id="topic_pyd_4rl_wz__ul_dk3_4cg_xz">
<li class="li">
<strong class="ph b">All</strong>: Displays every item, regardless of who created it . </li>
<li class="li">
<strong class="ph b">My dashboards</strong>/<strong class="ph b">reports</strong>/<strong class="ph b">datasets</strong>: Displays all items that were
created by you. </li>
<li class="li">
<strong class="ph b">Shared with me:</strong> Displays only items authored by others that have been shared
with you.</li>
</ul>
<p class="p"><img class="image" id="topic_pyd_4rl_wz__image_odc_j52_y2c" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/Explore_updates_d_3.png" width="650"></p>
</li>
<li class="li">
<strong class="ph b">Settings</strong>: Shows a dropdown menu where you can edit, duplicate, and delete items.
For reports and dashboards, you can also choose to share them. The <strong class="ph b">Settings</strong> icon
(<img class="image" id="topic_pyd_4rl_wz__image_e35_d5h_xz" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/Explore_settings_icon.png">) displays next to a dashboard, report, or dataset name. </li>
</ul>
</div>
</div>
<div aria-labelledby="ariaid-title6" class="topic nested1" id="topic_ltz_bhg_qz">
<h2 class="title topictitle2" id="ariaid-title6">Dashboard, Report, and Dataset libraries</h2>
<div class="body">
<p class="p">In Explore, editors and admins can create new dashboards, reports, and datasets using the
Explore builders. Builders contain all available customization options and settings. For
more information on creating and customizing dashboards, reports, and datasets, see <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408831710618-Getting-started-with-Zendesk-Explore" target="_blank">Getting Started with Zendesk Explore for reporting and
analytics</a>. </p>
<div class="p">This section contains the following topics:<ul class="ul" id="topic_ltz_bhg_qz__ul_gjl_zsg_qz">
<li class="li"><a class="xref" href="#topic_fqz_1tg_qz">Report Builder</a></li>
<li class="li"><a class="xref" href="#topic_xqy_1tg_qz">Dashboard Builder</a></li>
<li class="li"><a class="xref" href="#topic_fsx_1tg_qz">Datasets library (Explore Professional and Enterprise only)</a></li>
</ul>
</div>
</div>
<div aria-labelledby="ariaid-title7" class="topic nested2" id="topic_fqz_1tg_qz">
<h3 class="title topictitle3" id="ariaid-title7">Report Builder (Explore Professional and Enterprise only)</h3>
<div class="body">
<p class="p">Editors and admins can create and edit report in the report builder. The report builder
automatically opens whenever a user creates a new report or selects an existing one. For
more information, see <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408831710618-Getting-started-with-Zendesk-Explore#topic_jrt_k44_52b" target="_blank">Reports</a>. </p>
<div class="p">
<div class="note tip">
<span class="tiptitle">Tip:</span> A new report builder is currently in Beta. If you're interested in trying it out,
see <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/5455225532954" target="_blank">Working with the report builder (Beta)</a>.</div>
</div>
<p class="p">The report builder contains the following components:</p>
<div class="p">
<ul class="ul" id="topic_fqz_1tg_qz__ul_jsw_lvg_qz">
<li class="li">
<strong class="ph b">Metrics</strong>: Add quantitative data, or <em class="ph i">metrics</em> to your report (see <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408846733722-Adding-metrics-and-attributes#topic_ghz_hmb_y5" target="_blank">Adding metrics</a>). </li>
<li class="li">
<strong class="ph b">Attributes</strong>: Add any qualitative data, or <em class="ph i">attributes</em> to your report
in<strong class="ph b"> Columns</strong>, <strong class="ph b">Rows</strong>, <strong class="ph b">Filters</strong>, and <strong class="ph b">Explosions</strong>. Each of these
locations cause your report to render differently (see <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408846733722-Adding-metrics-and-attributes#topic_mwx_hmb_y5" target="_blank">Adding attributes</a>). </li>
<li class="li">
<strong class="ph b">Pivot table</strong>: Switch your column and row attributes using the pivot table
button (<img class="image img-screenshot" id="topic_fqz_1tg_qz__image_qmp_23j_yz" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/Pivot_Table_UI_Icon.png">) to the right of <strong class="ph b">Columns</strong>. The pivot table feature
saves you time by automatically moving your attributes, so you don't have to drag and
drop. </li>
<li class="li">
<strong class="ph b">Top toolbar</strong>: Contains options for your report that do not include
customization. You can click the <strong class="ph b">Report name</strong> box to enter a new name or the
<strong class="ph b">Datasets</strong> box to navigate back to the dataset the report was created from. <div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_fqz_1tg_qz__table_yys_fwg_qz" rules="all" summary="">
<caption><span class="tablecap"><span class="table--title-label">Table 3. </span>Top toolbar icons</span></caption>
<colgroup>
<col style="width:19.493177387914233%">
<col style="width:80.50682261208577%">
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry nocellnorowborder" id="d52e498" style="vertical-align:top;">Icon</th>
<th class="entry cell-norowborder" id="d52e501" style="vertical-align:top;">Task</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry nocellnorowborder" headers="d52e498" style="vertical-align:top;"><img alt="Dashboards in use icon" class="image" id="topic_fqz_1tg_qz__image_vtl_pwb_skb" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/dash_in_use_exp.png"></td>
<td class="entry cell-norowborder" headers="d52e501" style="vertical-align:top;">Displays the Explore dashboards that your report has been added to.
</td>
</tr>
<tr class="row">
<td class="entry nocellnorowborder" headers="d52e498" style="vertical-align:top;"><img class="image" id="topic_fqz_1tg_qz__image_phw_lv2_y2c" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/Explore_updates_d4.png" width="30"></td>
<td class="entry cell-norowborder" headers="d52e501" style="vertical-align:top;">
<strong class="ph b">Query tags:</strong> View and configure tags associated with your
report.</td>
</tr>
<tr class="row">
<td class="entry nocellnorowborder" headers="d52e498" style="vertical-align:top;"><img alt="Reset current report" class="image" id="topic_fqz_1tg_qz__image_r3z_qwb_skb" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/newquery_exp.png"></td>
<td class="entry cell-norowborder" headers="d52e501" style="vertical-align:top;">
<strong class="ph b">New report</strong>: Removes everything from your report. This action
cannot be undone. </td>
</tr>
<tr class="row">
<td class="entry nocellnorowborder" headers="d52e498" style="vertical-align:top;"><img alt="Undo" class="image" id="topic_fqz_1tg_qz__image_z5c_twb_skb" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/undo_exp.png"></td>
<td class="entry cell-norowborder" headers="d52e501" style="vertical-align:top;">
<strong class="ph b">Undo</strong>: Reverses the last action you performed. </td>
</tr>
<tr class="row">
<td class="entry nocellnorowborder" headers="d52e498" style="vertical-align:top;"><img alt="Redo" class="image" id="topic_fqz_1tg_qz__image_rp1_5wb_skb" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/redo_exp.png"></td>
<td class="entry cell-norowborder" headers="d52e501" style="vertical-align:top;">
<strong class="ph b">Redo</strong>: Restores the last action you undid.</td>
</tr>
<tr class="row">
<td class="entry nocellnorowborder" headers="d52e498" style="vertical-align:top;"><img alt="Reload report" class="image" id="topic_fqz_1tg_qz__image_ugm_rzr_gqb" src="https://zen-marketing-documentation.s3.us-west-1.amazonaws.com/docs/en/Explore_reload_query_icon.png"></td>
<td class="entry cell-norowborder" headers="d52e501" style="vertical-align:top;">
<strong class="ph b">Reload report</strong>: Resubmits all of the report's calculations
behind the scenes. This can be useful when you’re manipulating especially
complex or custom metrics. Reloading the report is faster than reloading
the entire webpage and prevents you from losing any work that you haven’t
yet saved.</td>
</tr>
<tr class="row">
<td class="entry row-nocellborder" headers="d52e498" style="vertical-align:top;"><img class="image" id="topic_fqz_1tg_qz__image_fzd_5v2_y2c" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/Explore_updates_d5.png" width="150"></td>
<td class="entry cellrowborder" headers="d52e501" style="vertical-align:top;">
<strong class="ph b">Save</strong>: Saves the report, or click the down arrow to open a
dropdown list with four different saving options. Reports do not save
automatically. See <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408829048602-Saving-your-query" target="_blank">Saving your report</a>. </td>
</tr>
</tbody>
</table>
</div>
</div>
</li>
<li class="li">
<strong class="ph b">Customization menus</strong>: Each menu detailed below performs a different type of
customization (see <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408839246618-Customizing-queries" target="_blank">Customizing reports</a>). <div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_fqz_1tg_qz__table_irf_n5h_qz" rules="all" summary="">
<caption><span class="tablecap"><span class="table--title-label">Table 4. </span>Customization menus</span></caption>
<colgroup>
<col style="width:16%">
<col style="width:84%">
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry nocellnorowborder" id="d52e637" style="vertical-align:top;">Icon</th>
<th class="entry cell-norowborder" id="d52e640" style="vertical-align:top;">Task</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry nocellnorowborder" headers="d52e637" style="vertical-align:top;"><img class="image" id="topic_fqz_1tg_qz__image_yc4_qvh_qz" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/Explore_visualization_type.png"></td>
<td class="entry cell-norowborder" headers="d52e640" style="vertical-align:top;">
<strong class="ph b">Visualization type</strong>: Change your chart type. The Visualization
type menu icon will display the chart type you selected. If you have not
yet selected a chart type, the Visualization type menu icon will show the
auto-chart icon. See <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408827297946-Visualization-types-reference" target="_blank">Visualization types reference</a>.
</td>
</tr>
<tr class="row">
<td class="entry nocellnorowborder" headers="d52e637" style="vertical-align:top;"><img class="image" id="topic_fqz_1tg_qz__image_jtw_1xh_qz" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/Explore_chart_configuration.png"></td>
<td class="entry cell-norowborder" headers="d52e640" style="vertical-align:top;">
<strong class="ph b">Chart configuration</strong>: The primary location for all of your
chart formatting options. Customization options differ, depending on your
chart type. See <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408839246618-Customizing-queries" target="_blank">Customizing reports</a>.</td>
</tr>
<tr class="row">
<td class="entry nocellnorowborder" headers="d52e637" style="vertical-align:top;"><img class="image" id="topic_fqz_1tg_qz__image_vsn_nxh_qz" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/Explore_result_manipulation.png"></td>
<td class="entry cell-norowborder" headers="d52e640" style="vertical-align:top;">
<strong class="ph b">Result manipulation</strong>: Perform calculations on already processed
results, including totals, percentage difference, and more. See <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408831146266-Calculation-types-reference#Result" target="_blank">Result manipulation reference</a>.
</td>
</tr>
<tr class="row">
<td class="entry row-nocellborder" headers="d52e637" style="vertical-align:top;"><img class="image" id="topic_fqz_1tg_qz__image_rv2_dyh_qz" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/Explore_calculations.png"></td>
<td class="entry cellrowborder" headers="d52e640" style="vertical-align:top;">
<strong class="ph b">Calculations</strong>: Create custom metrics and attributes to use in
your reports or in other custom elements. See <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408831146266-Calculation-types-reference#Calculations" target="_blank">Calculated metrics and attributes
reference</a>. </td>
</tr>
</tbody>
</table>
</div>
</div>
</li>
</ul>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title8" class="topic nested2" id="topic_xqy_1tg_qz">
<h3 class="title topictitle3" id="ariaid-title8">Dashboard Builder (Explore Professional and Enterprise only)</h3>
<div class="body">
<p class="p">Editors and admins can create, customize, and share dashboards in Dashboard Builder.
Dashboard Builder opens automatically whenever a user create a new dashboard or selects an
existing one. See <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408831710618-Getting-started-with-Zendesk-Explore#topic_a1q_3n4_52b" target="_blank">Dashboards</a>.</p>
<p class="p">Dashboard Builder contains the following elements:</p>
<div class="p">
<ul class="ul" id="topic_xqy_1tg_qz__ul_dzp_nzh_qz">
<li class="li">
<strong class="ph b">Toolbar</strong>: The customization toolbar displays at the top of the dashboard. The
toolbar includes options to share, save, and rename your dashboard (see <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408819770906" target="_blank">Customizing dashboards</a>). This toolbar also
includes sharing and publishing options (see <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408827282714" target="_blank">Sharing dashboards</a>). <p class="p"><img class="image" id="topic_xqy_1tg_qz__image_zdy_cw2_y2c" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/Explore_updates_d6.png" width="650"></p>
</li>
<li class="li">
<strong class="ph b">Dashboard</strong>: The dashboard is where you add widgets and other information to
create your report. Content in the dashboard is what will be visible to viewers when
you share your report.</li>
</ul>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title9" class="topic nested2" id="topic_fsx_1tg_qz">
<h3 class="title topictitle3" id="ariaid-title9">Datasets library (Explore Professional and Enterprise only)</h3>
<div class="body">
<p class="p">Editors and admins can create and edit datasets in the datasets library. Typically, you
will choose an existing dataset to use as the basis for your reports.
However, you might want to create a new dataset that you can modify for testing.</p>
<p class="p"><img alt="Explore dataset chooser" class="image img-screenshot" id="topic_fsx_1tg_qz__image_lqd_yhp_x2b" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/explore_select_a_dataset.png" width="850"></p>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title10" class="topic nested1" id="topic_jvy_bhg_qz">
<h2 class="title topictitle2" id="ariaid-title10">Explore admin settings (Professional and Enterprise only)</h2>
<div class="body">
<p class="p">Edit your Explore account options and other settings in the <strong class="ph b">Settings</strong> menu <img class="image" id="topic_jvy_bhg_qz__image_f4w_nxc_wz" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/Explore_admin_icon.png">. </p>
<p class="p">The admin menu has three tabs:</p>
<ul class="ul" id="topic_jvy_bhg_qz__ul_bkq_bhj_1cc">
<li class="li">
<strong class="ph b">Dataset access</strong>: Manage dataset access (see <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408831563802" target="_blank">Setting Explore dataset access</a>).<p class="p"><img class="image" id="topic_jvy_bhg_qz__image_pk3_c3j_1cc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/explore_admin_settings_dataset_access_tab.png" width="600"></p>
</li>
<li class="li">
<strong class="ph b">Sharing</strong>: Manage options related to sharing dashboards outside Zendesk (see <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408826905626" target="_blank">Sharing Explore dashboards outside Zendesk</a>) and scheduling with
end users (see <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408835716378" target="_blank">Scheduling with end users</a>).<p class="p"><img class="image" id="topic_jvy_bhg_qz__image_ckb_d3j_1cc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/explore_admin_settings_sharing_tab.png" width="600"></p>
</li>
<li class="li">
<strong class="ph b">Formatting</strong>: Manage options related to default chart colors (see <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/6456984924442#topic_wwl_5pv_qzb" target="_blank">Setting default chart colors</a>), export formatting
(see <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/6456984924442#topic_rxp_vpv_qzb" target="_blank">Setting export separators and decimal precision</a>),
and default start of week (see <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>).<p class="p"><img class="image" id="topic_jvy_bhg_qz__image_c3v_d3j_1cc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/explore_admin_settings_formatting_tab.png" width="600"></p>
</li>
</ul>
</div>
</div>
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