Migrating legacy Explore dashboards to the new dashboard builder

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<div class="p"><div class="note important">
<p><span class="importanttitle">Important:</span> Following the recent acquisition of HyperArc, we are now working on agentic analytics, the next generation of Zendesk analytics. This will include state-of-the-art AI-assisted reports and dashboards.</p>
<p class="p">For this reason, you no longer need to migrate your existing Explore dashboards to the new dashboard builder. If you’ve already migrated, don’t worry. The new dashboard builder will remain live for the foreseeable future, and you can continue to use it.</p>
<p class="p">Agentic analytics will be available later in 2026. <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/10468673224474" target="_blank" rel="noopener noreferrer">Read more about agentic analytics</a>.</p>
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<p class="p">The new version of the Explore dashboard builder makes it more straightforward and more intuitive to create dashboards that provide insights into your support and help optimize your service channels.</p>
<p class="p" dir="ltr">When you start using the new dashboard builder, you’ll find that most of your legacy dashboards can be migrated to the new dashboard builder with a few clicks. However, some of your dashboards may require additional work before you can work with them in the new dashboard builder.</p>
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<p class="p" dir="ltr">In this article, you’ll learn how to discover which dashboards are ready to migrate to the new dashboard builder and how to prepare dashboards that need extra work.</p>
<p class="p" dir="ltr">This article contains the following topics:</p>
<ul class="ul" id="Explore_newdashboard_migrate__ul_mq2_m3v_bdc">
<li class="li" data-list-item-id="e83f1b43388340fe90df4f34840793b40"><a class="xref" href="#topic_ul5_m3v_bdc">Understanding the migration status of your dashboards</a></li>
<li class="li" data-list-item-id="e57c97e9c01552a98edd60cc08f0fdeb4"><a class="xref" href="#topic_zgd_p3v_bdc">Migrating legacy dashboards</a></li>
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</div><div class="topic nested1" id="topic_ul5_m3v_bdc" aria-labelledby="ariaid-title2">
<h2 class="title topictitle2" id="ariaid-title2">Understanding the migration status of your dashboards</h2>
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<p class="p">Explore helps you see which of your dashboards can be used immediately in the new dashboard builder and which need work before you can use them.</p>
<p class="p"><strong class="ph b">To view the migration status of your dashboards</strong></p>
<ul class="ul" id="topic_ul5_m3v_bdc__ul_rgw_yyr_hdc"><li class="li" data-list-item-id="e879919d6d9baefcb507882aaa863938e">
<p>In Explore, click the <strong class="ph b">Dashboards library</strong> icon (<img class="wysiwyg-image" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/Explore_dashboard_icon.png" id="topic_ul5_m3v_bdc__image_vyl_sjv_bdc">) on the left sidebar.</p>
<p class="p">In the list of dashboards, you can see the migration status of each dashboard in the <strong class="ph b">Migration</strong> column.</p>
<p class="p"><img class="wysiwyg-image" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/Explore_migrat_1.png" width="600" id="topic_ul5_m3v_bdc__image_cqg_rlj_cdc"></p>
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<p class="p">For each dashboard, one of the following migration statuses is displayed:</p>
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<li class="li" data-list-item-id="eb1b8e4d20186b7b5c3b1c2cb28991ea2">
<strong class="ph b">Migrate:</strong> You can click <strong class="ph b">Migrate</strong> to start migrating your dashboard immediately. You'll receive a notification as soon as your migrated dashboard is ready.</li>
<li class="li" dir="ltr" data-list-item-id="e61c4864bda776e904eddf8e1a1f6827f">
<strong class="ph b">Migrate (limited):</strong> You can migrate this dashboard, but some functionality will be different or not available. You can review the limitations before you migrate the dashboard.</li>
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<p class="p" dir="ltr">If no migration status is shown, the dashboard is ready for you to use in the new dashboard builder.</p>
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</div><div class="topic nested1" id="topic_yn2_n3v_bdc" aria-labelledby="ariaid-title3"><div class="body"><p class="undefined"> </p></div></div><div class="topic nested1" id="topic_zgd_p3v_bdc" aria-labelledby="ariaid-title4">
<h2 class="title topictitle2" id="ariaid-title4">Migrating legacy dashboards</h2>
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<p class="p" dir="ltr">Dashboards are migrated from the dashboard library. The Views column in the library can help you decide which legacy dashboards to migrate.</p>
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<span class="importanttitle">Important:</span> Explore will attempt to replicate the legacy dashboard's layout. However, Zendesk cannot guarantee that the new version will be a replica.</div></div>
<p class="p"><strong class="ph b">To migrate a dashboard</strong></p>
<ol class="ol" id="topic_zgd_p3v_bdc__ol_rw4_ymv_bdc">
<li class="li" data-list-item-id="e373a8fe419b98105f8b9ba2600048be2">In Explore, click the <strong class="ph b">Dashboards library</strong> icon (<img class="wysiwyg-image" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/Explore_dashboard_icon.png" id="topic_zgd_p3v_bdc__image_rt2_zmv_bdc">) on the left sidebar.</li>
<li class="li" data-list-item-id="e1820f4f4762d00a14044377513835f77">From the list of dashboards, choose a dashboard and click <strong class="ph b">Migrate</strong>.</li>
<li class="li" data-list-item-id="e910f6005d511df11a3231de03a6e9a11">
<p>If there are no issues with the dashboard, the migration will be completed.</p>
<p class="p">If there are blocking issues or some parts of the dashboard won’t be migrated or will work differently, a page will be displayed showing the issues.</p>
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<li class="li" data-list-item-id="e90586c677580d0eef38f3bca6423ab28">The migration creates a copy of the original dashboard. Once you’re ready, you can delete the original dashboard version.</li>
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<p class="p">Watch this short video for an overview of the dashboard migration tools:</p>
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<div class="non-responsive"><iframe allowfullscreen="TRUE" height="360" src="https://www.youtube.com/embed/1hCUkeeqnBQ" width="640"></iframe></div>
<p class="p">Using the Explore dashboard importer tool (3:18)</p>
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