Adding live data and live filter components to dashboards

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<p id="docs-hc-snippet" style="display: none;">With Explore, you can add live data to your dashboards with live data components, which update in near real-time. In this article, you'll learn how to incorporate live data into your own dashboards.</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.
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<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">With Explore, you can add live data to your dashboards with live data components, which
update in near real-time. In this article, you'll learn how to incorporate live data
into your own dashboards.</p>
<div class="p">
<div class="note tip">
<span class="tiptitle">Tip:</span> Zendesk now offers <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/9757124462234" target="_blank">real-time monitoring</a>, which enhances your reporting by
focusing on use cases, offering immediate decision-making insights, and tracking
trends for up to seven days.</div>
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<p class="p">This article contains the following sections:</p>
<ul class="ul" id="Explore_live_data_add__ul_eny_nk2_4mb">
<li class="li"><a class="xref" href="#topic_etg_4k2_4mb">Understanding live data components</a></li>
<li class="li"><a class="xref" href="#topic_cym_4k2_4mb">Adding and configuring live data components</a></li>
<li class="li"><a class="xref" href="#topic_kf4_4k2_4mb">Adding live data filters to your dashboards</a></li>
</ul>
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<div aria-labelledby="ariaid-title2" class="topic nested1" id="topic_etg_4k2_4mb">
<h2 class="title topictitle2" id="ariaid-title2">Understanding live data components</h2>
<div class="body">
<p class="p">Live data components build on the report components you already use to enable you to
add live data to your dashboards. Explore includes live data components for Zendesk
Support, Chat, Voice, and Messaging. For a list of these, see <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408843357210" target="_blank">Live data components for Explore dashboards</a>.
Additionally, you can use <em class="ph i">live data filter components</em> to enable your users to
restrict and filter the live data (for example, by group).</p>
<p class="p"><img class="image img-screenshot" id="topic_etg_4k2_4mb__image_jy4_sbb_5mb" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/Explore_live_data_1.png" width="500"></p>
<p class="p">Additionally, you can combine live data components, report components, and any other
dashboard component on the same dashboard. For a great example of how you can use
live data, see <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408843771546" target="_blank">Overview of the Explore live dashboard</a>.</p>
</div>
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<div aria-labelledby="ariaid-title3" class="topic nested1" id="topic_cym_4k2_4mb">
<h2 class="title topictitle2" id="ariaid-title3">Adding and configuring live data components</h2>
<div class="body">
<p class="p">You add live data to a dashboard in the same way you add any other component (see
<a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408838017690" target="_blank">Adding and arranging dashboard
components</a>). </p>
<p class="p"><strong class="ph b">To add live data components to a dashboard</strong></p>
<ol class="ol" id="topic_cym_4k2_4mb__ol_j1t_vs1_5mb">
<li class="li">In Explore, create or open a dashboard. For help, see <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408831595418" target="_blank">Creating dashboards</a>.</li>
<li class="li">With the dashboard in <strong class="ph b">Edit</strong> mode, click <strong class="ph b">Add</strong> &gt; <strong class="ph b">Add live
data</strong>.<p class="p"><img class="image img-screenshot" id="topic_cym_4k2_4mb__image_vss_bcb_5mb" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/Explore_live_data_2.png"></p>
</li>
<li class="li">On the <strong class="ph b">Add live data</strong> page, choose the live data components you want to
add, then click <strong class="ph b">Add live data</strong>. The live data components you selected are
added to the dashboard.<p class="p"><img class="image img-screenshot" id="topic_cym_4k2_4mb__image_z5l_2gb_5mb" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/Explore_live_data_3.png" width="500"></p>
</li>
</ol>
<p class="p">After you've added your live data components, you can move them to the position you
want on the dashboard.</p>
</div>
</div>
<div aria-labelledby="ariaid-title4" class="topic nested1" id="topic_kf4_4k2_4mb">
<h2 class="title topictitle2" id="ariaid-title4">Adding live data filters to your dashboards</h2>
<div class="body">
<p class="p">Explore provides a number of prebuilt filters you can use on your dashboard to refine
the information presented by live data components. Live data filters affect all
relevant live data components. For example, if you add the <strong class="ph b">Support - Ticket
group</strong> live data filter, any live data components that refer to tickets will
be filtered by the ticket group you choose.</p>
<p class="p"><strong class="ph b">To add a live data filter</strong></p>
<ol class="ol" id="topic_kf4_4k2_4mb__ol_qxc_np1_5mb">
<li class="li">In Explore, open a dashboard that contains at least one live data component. For
help, see <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408831595418" target="_blank">Creating dashboards</a>.</li>
<li class="li">With the dashboard in <strong class="ph b">Edit</strong> mode, click <strong class="ph b">Add</strong> &gt; <strong class="ph b">Add live data
filter</strong>.<p class="p"><img class="image img-screenshot" id="topic_kf4_4k2_4mb__image_cny_dcb_5mb" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/Explore_live_data_2.png"></p>
</li>
<li class="li">On the <strong class="ph b">Add live data filters</strong> page, choose the live data filter components
you want to add. You can add up to 100 live data components and filters to a
dashboard.<p class="p"><img class="image img-screenshot" id="topic_kf4_4k2_4mb__image_q5y_w3b_5mb" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/Explore_live_data_4.png" width="500"></p>
</li>
<li class="li">When you are finished, click <strong class="ph b">Add filters</strong>. The live data filter components
you selected are added to the dashboard.</li>
</ol>
<p class="p">After you've added your live data filter components, you can move them to the
position you want on the dashboard.</p>
<p class="p">When somebody views your dashboard, they can click the live data filter and choose a
value to restrict the results.</p>
</div>
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