Creating Explore dashboards

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<div class="note attention" id="topic_hss_bxr_my__note_eny_g13_bbc">
<span class="attentiontitle"></span> The information in this article covers the new Explore dashboard builder, released in November 2024. If you’re using the legacy dashboard builder and need help, see <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/8210448879002" target="_blank" rel="noopener noreferrer">About the legacy Explore dashboard builder</a>.</div>
<p class="p">Explore dashboards provide a customizable space for organizing and sharing information. Dashboards are built using the dashboard builder, an interactive tool for adding, customizing, and sharing dashboards.</p>
<p class="p">The following sections detail the two methods for creating new dashboards:</p>
<ul class="ul" id="topic_hss_bxr_my__ul_t3m_bzr_my">
<li class="li" data-list-item-id="e8726b7a9c89e71d16295f39c0666008f"><a class="xref" href="#topic_g5t_jzr_my">Creating a dashboard from report builder</a></li>
<li class="li" data-list-item-id="e901e59f162495d7635fa6cc51763633f"><a class="xref" href="#topic_jct_jzr_my">Creating a dashboard from the dashboards library</a></li>
<li class="li" data-list-item-id="e89634670ac83ec343c5afa26cc3bdfa7"><a class="xref" href="#topic_l1w_w4c_v2b">Next steps</a></li>
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<h2 class="title topictitle2" id="ariaid-title2">Creating a dashboard from report builder</h2>
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<p class="p">You can create new, empty dashboards directly from report builder. This is useful if you are working on a report that you plan to add to a new dashboard once finished.</p>
<p class="p"><strong class="ph b">To create a new dashboard from a report</strong></p>
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<a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408821589530" target="_blank" rel="noopener noreferrer">Open or create a report</a> in Report builder.</li>
<li class="li" data-list-item-id="edf351f5b48f97ddb89e87b500c40cedd">Click <strong class="ph b">Save</strong> &gt; <strong class="ph b">Add to dashboard</strong>.</li>
<li class="li" data-list-item-id="e47106ead2dce441f26dcbdeac9107a22">To save to a new dashboard, select <strong class="ph b">a new dashboard</strong>, and then enter your dashboard's name. If you want to save to an existing dashboard, select <strong class="ph b">an existing dashboard</strong>, then choose the dashboard you want.</li>
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<p>Click <strong class="ph b">Save</strong>.</p>
<p class="p">After the confirmation message appears in the right corner, the new dashboard's name will be shown in the top toolbar of Report builder. Additionally, you can find the dashboard in the dashboards library.</p>
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<li class="li" data-list-item-id="e8b0b40abc468181a4abbc041df8cfaaf">Click the dashboard name to open the dashboard.</li>
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<span class="notetitle">Note:</span> Report builder always displays the name of the most recently saved dashboard.</div>
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<h2 class="title topictitle2" id="ariaid-title3">Creating a dashboard from the dashboards library</h2>
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<p class="p">You can also create new, blank dashboards in the dashboards library. If you base your workflow on creating dashboards rather than reports, this could be the more effective option.</p>
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<p><strong class="ph b">To create a new dashboard from the dashboards library</strong></p>
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<li class="li" data-list-item-id="ef62cb90a9b939205d59adcf903053730">Click on 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_jct_jzr_my__image_oh2_kh1_4y">) on the left side bar.</li>
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<p>Click <strong class="ph b">Create dashboard</strong>.</p>
<p class="p"><img class="wysiwyg-image" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/Explore_dash_share_3.png" width="650" id="topic_jct_jzr_my__image_hjg_wsl_ddc"></p>
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<p>The Start a dashboard page opens. On this page, you can choose a prebuilt template containing commonly used reporting components or you can start with a blank dashboard.</p>
<p class="p"><img class="wysiwyg-image" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/Explore_newdashsea_1.png" width="400" id="topic_jct_jzr_my__image_uf1_5cr_fdc"></p>
<div class="p"><div class="note tip">
<span class="tiptitle">Tip:</span> Do you have an idea for a dashboard template you'd like to see? Let us know in the comments section below!</div></div>
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<p>After you've selected a template, click <strong class="ph b">Select</strong>.</p>
<p class="p">Your new dashboard opens and you can begin configuring it.</p>
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<h2 class="title topictitle2" id="ariaid-title4">Next steps</h2>
<div class="body"><p class="p">After you've created your dashboard, you can begin to add reports, filters, and other items to it. See <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408838017690" target="_blank" rel="noopener noreferrer">Adding and arranging dashboard components</a>.</p></div>
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