Adding and arranging dashboard components

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<p id="docs-hc-snippet" style="display: none;">After you create a dashboard, you can add reports, filters, and text to it. Anything you add to your dashboard is called acomponent(formerly known as awidget). Components help you build unique dashboards and give your agents the flexibility to analyze data exactly how they want.</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 create a dashboard, you can add reports, filters, and text to it. Anything you add to
your dashboard is called a <em class="ph i">component</em> (formerly known as a <em class="ph i">widget</em>). Components
help you build unique dashboards and give your agents the flexibility to analyze data exactly
how they want.</p>
<p class="p">You can only add components to custom dashboards (see <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408831595418" target="_blank">Creating dashboards</a>) or cloned prebuilt dashboards (see <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408821374362" target="_blank">Cloning dashboards</a>).</p>
<p class="p">For help customizing components after you've added them, see <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408819770906" target="_blank">Customizing dashboards</a>. </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_zcc_5yr_my__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_zcc_5yr_my__ul_kdz_h52_ny">
<li class="li"><a class="xref" href="#topic_zcc_5yr_my">Adding dashboard components</a></li>
<li class="li"><a class="xref" href="#topic_ofl_j52_ny">Arranging dashboard components</a></li>
</ul>
</div>
</div>
<div aria-labelledby="ariaid-title2" class="topic nested1" id="topic_sdm_j52_ny">
<h2 class="title topictitle2" id="ariaid-title2">Adding dashboard components</h2>
<div class="body">
<p class="p">You can add three types of component: static, interactive, and live data (if you have
Explore Enterprise). </p>
<ul class="ul" id="topic_sdm_j52_ny__ul_jwx_n52_ny">
<li class="li">
<strong class="ph b">Static components</strong>, such as reports and text, don't affect report results or how
users interact with your dashboard.<p class="p">See <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408827904794" target="_blank">Adding reports to dashboards</a>.</p>
</li>
<li class="li">
<strong class="ph b">Interactive components</strong> let users specify which report results to view and how to
view them. Viewers can also change a report's attributes and filter results. <p class="p">See <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408828331290" target="_blank">Adding interactive dashboard components</a>.</p>
</li>
<li class="li">
<strong class="ph b">Live data components</strong> (available with Explore Enterprise) enable you to add live
data to your dashboards, which update in near real-time. <p class="p">See <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408846742042" target="_blank">Adding live data and live filter components to
dashboards</a>.</p>
</li>
</ul>
<p class="p">You can add different component types to the same dashboard, but interactive components
might require additional configuration steps. </p>
<div class="p">
<strong class="ph b">To add a component</strong><ol class="ol" id="topic_sdm_j52_ny__ol_dj2_tx2_ny">
<li class="li">
<a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408831595418" target="_blank">Create a new dashboard</a> or <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408831997466" target="_blank">open an existing one</a> and click <strong class="ph b">Edit</strong>.</li>
<li class="li">In the dashboard builder, click <strong class="ph b">+</strong> in the right-hand toolbar. <p class="p"><img class="image" id="topic_sdm_j52_ny__image_o3x_nmm_w2c" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/dash_filter_10.png" width="450"></p>
</li>
<li class="li">In the Add to dashboard panel, click the component you want to add. The component is
added to your dashboard.</li>
</ol>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title3" class="topic nested1" id="topic_ofl_j52_ny">
<h2 class="title topictitle2" id="ariaid-title3">Arranging dashboard components</h2>
<div class="body">
<p class="p">You can arrange components by dragging and dropping them anywhere in the dashboard. You can
also drag the corners of a component to change its size.</p>
<p class="p">If you add several widgets to your dashboard, the following features can help you align
your widgets:</p>
<ul class="ul" id="topic_ofl_j52_ny__ul_jvv_4y2_ny">
<li class="li">
<strong class="ph b">Placement grid:</strong> When you move your dashboard components, they will automatically
snap to the grid to help align them.</li>
<li class="li">
<strong class="ph b">Layout:</strong> From this menu, you can choose how components will be arranged on the
dashboard or select <strong class="ph b">Place anywhere</strong> to organize the dashboard how you want.
Regardless of this setting, you cannot move components so that they overlap.<p class="p"><img class="image" id="topic_ofl_j52_ny__image_wzw_thn_w2c" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/dash_filter_11.png" width="450"></p>
</li>
</ul>
</div>
</div>
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