About the legacy Explore dashboard builder



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Explore's dashboard builder helps you create dashboards, which are customizable spaces for organizing and sharing information. With the new dashboard builder, you can quickly create dashboards that give you the insights you need to optimize your service channels.
In November 2024, Zendesk introduced a new dashboard builder that makes it simpler and more intuitive to create dashboards that provide you with the insights you need to optimize your service channels. The legacy dashboard builder will remain available until December 31, 2026 (previously February 28, 2026), after which legacy dashboards will become view-only.
We recommend that you migrate your legacy dashboards to the new dashboard before the legacy dashboard builder is removed. Don’t worry, until the legacy dashboard builder is removed, you can keep a copy of your legacy dashboard in case you need it later.
The Explore documentation primarily covers the new dashboard builder, so we recommend you start using it soon.
In the following sections, you’ll find details about dashboard functionality and the equivalent functionality in the legacy dashboard builder:

Tip: In Explore, there are often multiple ways of performing the same action. For example, in a legacy dashboard preview, you can click the Share option on the top menu. However, in dashboard edit mode, you can click the Share button to share the dashboard. If you are used to accessing an option in a different way than is shown below, you can continue to use that method while the legacy dashboard remains available.

Viewing and sharing
Components
Component options
Filters
Filter options
Layout
Dashboard options
Permissions
Auditing


Viewing and sharing






New dashboard builder feature
Equivalent legacy dashboard feature



Sharing
In a dashboard preview, click Share.


Scheduling
In a dashboard, click Schedule



Embeddable dashboards
Not available


Cloning
In a dashboard, click More, then select Clone.


External sharing
From the dashboards library, click the options menu ( ) to the right of your dashboard's name and select Share.


Dashboard restrictions
Not available


Exporting
In a dashboard preview, click More, then select Export.




Components






New dashboard builder feature
Equivalent legacy dashboard feature



Templates
Not available


Drill into live agent status
Not available


Tabs
In any dashboard, click Add, then select Add tab.


Text
In a dashboard, click Add, then select Add text.


Filtered views (bookmarks)
In a dashboard, click Add, then select Add bookmark.


Change metric
In a dashboard, click Add, then select Add change metric.


Change attribute
In a dashboard, click Add, then select Add change attribute.


Shape
In a dashboard, click Add, then select Add shape.


Drill into reporting data
In a dashboard, click the options menu on any report, then select Edit configuration. Click chart configuration ( ), then select Drill in.




Component options






New dashboard builder feature
Equivalent legacy dashboard feature



Edit report

In a report, click the options menu, then select Edit report.




Exclude filters

In a report that contains filters, click the options menu, then select Exclude filters.




Background and visualization colors

In your dashboard options, click the background color option.




Tooltips
In a report, click chart configuration ( ), then select Datatips. See Working with datatips.


Legend
In a report, click chart configuration ( ), then select Legend.


Send to back

In a dashboard, click the options menu on any report, then select Send to back.






Filters






New dashboard builder feature
Equivalent legacy dashboard feature



Metric filter

In a dashboard, click Add, then select Metric filter.




Data filter

In a dashboard, click Add, then select Data filter.




Time filter

In a dashboard, click Add, then select Time filter.






Filter options






New dashboard builder feature
Equivalent legacy dashboard feature



Hide filters
In a dashboard, click the options menu on any report, then select Edit configuration. Click Applied filters and uncheck Show Applied filters.


Link filters

In your data filter options, select Link with.






Layout






New dashboard builder feature
Equivalent legacy dashboard feature



Single layer layout
Not available


Compaction type
Not available


Snap to grid

In a dashboard, enable and configure the required grid size using the snap to grid option.




Undo and redo

In your dashboard options, click the undo or redo icons.




Paint size

In your dashboard options, click the paint size icon.




Paint format

In your dashboard options, click the paint format icon.




Automatically reorganize components

In your dashboard tab options, click the automatically reorganize widgets icon.




Font

In your dashboard tab options, click the font drop-down list and select the font you want.




Tab fill color

In your dashboard tab options, click the Tab fill color icon.




Fit to one screen

In your dashboard tab options, click the fit to one screen icon.






Dashboard options






New dashboard builder feature
Equivalent legacy dashboard feature



Export options

In your dashboard tab options, click the export options icon.




Interaction options

In your dashboard tab options, click the interaction options icon.




Slide options

In your dashboard tab options, select interaction options, then select Allow widget slides.




Title options

In your dashboard title section, select an option.






Permissions






New dashboard builder feature
Equivalent legacy dashboard feature


Role per dashboard
Not available



Auditing






New dashboard builder feature
Equivalent legacy dashboard feature



Dashboard activity
Not available


Version control
Not available



