Customizing dashboards

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<p id="docs-hc-snippet" style="display: none;">After youcreate a dashboard, you can customize it to meet your business requirements.</p>
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<div class="note important">
<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 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">Read more about agentic analytics</a>.</p>
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<p class="p">After you <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408831595418" target="_blank">create a dashboard</a>, you can customize it to meet your business
requirements. </p>
<p class="p">When you make changes to a dashboard, the changes are saved automatically, and a <strong class="ph b">Saved</strong>
status is displayed. You can hover over this status to see how recently the dashboard was
saved. </p>
<p class="p"><img class="image" id="topic_zqv_jfg_2v__image_cp4_rmj_vgc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/exp_dash_save.png" width="300"></p>
<p class="p">After you make changes, dashboard viewers won't see them until you click <strong class="ph b">Publish
changes</strong>. See <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408827282714-Sharing-and-publishing-dashboards" target="_blank">Sharing and publishing dashboards</a>.</p>
<p class="p">This article contains the following topics:</p>
<div class="p">
<ul class="ul" id="topic_zqv_jfg_2v__ul_tq4_mgg_2v">
<li class="li"><a class="xref" href="#topic_gsj_svj_hfb">Adding dashboard components</a></li>
<li class="li"><a class="xref" href="#topic_d1w_tvj_hfb">Changing the dashboard name</a></li>
<li class="li"><a class="xref" href="#topic_ofx_tvj_hfb">Editing your report options</a></li>
<li class="li"><a class="xref" href="#topic_fhy_ld2_d1b">Adding and customizing text</a></li>
</ul>
</div>
</div>
<div aria-labelledby="ariaid-title2" class="topic nested1" id="topic_gsj_svj_hfb">
<h2 class="title topictitle2" id="ariaid-title2">Adding dashboard components</h2>
<div class="body">
<p class="p">Use the <strong class="ph b">Add to dashboard</strong> panel to choose reports and other components that you want
to add to your dashboard.</p>
<p class="p">For details about adding components, see <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408838017690" target="_blank">Adding and arranging dashboard components</a>.</p>
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<div aria-labelledby="ariaid-title3" class="topic nested1" id="topic_d1w_tvj_hfb">
<h2 class="title topictitle2" id="ariaid-title3">Changing the dashboard name</h2>
<div class="body">
<p class="p">When you create a new dashboard, it will be named "Untitled". You can change the dashboard
name to help you find the dashboard you need in the library.</p>
<p class="p"><strong class="ph b">To change the dashboard title</strong></p>
<ol class="ol" id="topic_d1w_tvj_hfb__ol_b2h_5vt_w2c">
<li class="li">In a dashboard, click the pencil icon next to the dashboard name. In this example, the
dashboard name is "Untitled".<p class="p"><img class="image" id="topic_d1w_tvj_hfb__image_em1_jvt_w2c" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/dash_filter_16.png" width="250"></p>
</li>
<li class="li">Enter a new name for the dashboard, then click <strong class="ph b">Save</strong>.</li>
</ol>
</div>
</div>
<div aria-labelledby="ariaid-title4" class="topic nested1" id="topic_ofx_tvj_hfb">
<h2 class="title topictitle2" id="ariaid-title4">Editing your report options</h2>
<div class="body">
<p class="p">When you click any report in your dashboard, the report options menu displays. From here
you can modify the report header, exclude the report from selected filters, or open the
report for editing.</p>
<p class="p"><img class="image" id="topic_ofx_tvj_hfb__image_zww_ttt_w2c" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/dash_filter_14.png" width="450"></p>
<p class="p">The report options menu contains the following options:</p>
<ul class="ul" id="topic_ofx_tvj_hfb__ul_nc2_glg_2v">
<li class="li">
<strong class="ph b">Show header</strong> toggles the display of the component header.</li>
<li class="li">
<strong class="ph b">Background color</strong> applies the selected color as the background for your component
header. </li>
<li class="li">
<strong class="ph b">Text color</strong> applies the selected color to the header text. </li>
<li class="li">
<strong class="ph b">Exclude from filters</strong> applies the selected text size to the header. See <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408828331290" target="_blank">Adding interactive Explore dashboard components</a>.</li>
<li class="li">
<strong class="ph b">Edit in report builder</strong> Opens report builder where you can make changes to the
report. </li>
</ul>
</div>
</div>
<div aria-labelledby="ariaid-title5" class="topic nested1" id="topic_fhy_ld2_d1b">
<h2 class="title topictitle2" id="ariaid-title5">Adding and customizing text</h2>
<div class="body">
<p class="p"> You can customize the text formatting if you've added a text component to your dashboard.
Unlike the other customization options in the dashboard builder, there is no toolbar menu
for customizing text. Instead, select the text you want to customize by selecting a section
of text or by double-clicking a word. </p>
<p class="p">The text customization options will appear as a pop-up under your selected text.</p>
<div class="p">The following options are available:<ul class="ul" id="topic_fhy_ld2_d1b__ul_d41_v22_d1b">
<li class="li">
<strong class="ph b">Text size</strong> increases or decrease the size of your text. </li>
<li class="li">
<strong class="ph b">Text color</strong> changes the color of your text. </li>
<li class="li">
<strong class="ph b">Bold</strong> adds bold formatting to your text. </li>
<li class="li">
<strong class="ph b">Italics</strong> italicizes your text. </li>
<li class="li">
<strong class="ph b">Underline</strong> adds a line underneath your text.</li>
<li class="li">
<strong class="ph b">Hyperlink</strong> renders the selected text as a link. Enter a URL after you click this
option. </li>
<li class="li">
<strong class="ph b">List</strong> orders your texts in a numbered list. Every time you press enter, a new
line will be added with the next sequential number. </li>
<li class="li">
<strong class="ph b">Bullets</strong> adds bullet points in front of each new line of text.</li>
<li class="li">
<strong class="ph b">Justification</strong> opens a dropdown menu where you can select to left, right, or
center-justify your text.</li>
<li class="li">
<strong class="ph b">Delete</strong> removes the selected text component.</li>
</ul>
</div>
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