Interacting with dashboards

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<p id="docs-hc-snippet" style="display: none;">If yourroleis Viewer or higher, you can change the information you view on both prebuilt and shared dashboards by using interactive components.</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">If your <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408836002970" target="_blank">role</a> is Viewer or higher, you can change the information you view on
both prebuilt and shared dashboards by using interactive components. </p>
<p class="p">Prebuilt dashboards contain some of the available interactive components. To add additional
interactivity, editors must create new custom dashboards (see<a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408828331290" target="_blank"> Adding interactive dashboard components</a>) or clone a prebuilt
dashboard (see <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408821374362" target="_blank">Cloning dashboards</a>). </p>
<div class="p">This article contains the following topics:<ul class="ul" id="topic_c3v_tgy_ry__ul_qcz_y3y_ry">
<li class="li"><a class="xref" href="#topic_bbv_tjy_ry">Filtering by data values and results</a></li>
<li class="li"><a class="xref" href="#topic_ac5_tjy_ry">Editing the dashboard date range</a></li>
<li class="li"><a class="xref" href="#topic_fpr_tjy_ry">Switching between filtered dashboard views</a></li>
</ul>
</div>
</div>
<div aria-labelledby="ariaid-title2" class="topic nested1" id="topic_bbv_tjy_ry">
<h2 class="title topictitle2" id="ariaid-title2">Filtering by data values and results</h2>
<div class="body">
<p class="p">Use filters when you want to restrict the data shown on a dashboard to more specific
values. On prebuilt dashboards (and often custom dashboards), filters are located at the top
of the dashboard.</p>
<p class="p" dir="ltr"><img class="image img-screenshot" height="34" id="topic_bbv_tjy_ry__image_tmm_4qz_5sb" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/Explore_gsg_prebuilt_filters.png" width="500"></p>
<p class="p" dir="ltr">When you click a filter, you are shown a dropdown list of values from which you
can choose to include specific values from the report results on your dashboard. This
enables you to focus on a specific group, channel, etc.</p>
<p class="p">You can filter a dashboard's results by selected attribute values or by a range of results.
If you are an editor and want to add data value and result filters, see <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408828331290#topic_efy_2rg_2v" target="_blank">Filtering results</a>. </p>
<p class="p">This section contains the following topics:</p>
<ul class="ul" id="topic_bbv_tjy_ry__ul_e2l_jky_ry">
<li class="li"><a class="xref" href="#topic_y5y_qky_ry">Filtering dashboards by attribute
values</a></li>
</ul>
</div>
<div aria-labelledby="ariaid-title3" class="topic nested2" id="topic_y5y_qky_ry">
<h3 class="title topictitle3" id="ariaid-title3">Filtering dashboards by attribute values</h3>
<div class="body">
<p class="p">On a dashboard, you can filter by any attribute value you want to see. These filters are
referred to as data filters. For information about adding data filters to dashboards, see
<a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408828331290#topic_jj5_srg_2v" target="_blank">Adding data filters</a>. </p>
<p class="p">This example filters the <strong class="ph b">Tickets channel</strong> overview. </p>
<p class="p"><strong class="ph b">To filter by data values</strong>
</p>
<ol class="ol" id="topic_y5y_qky_ry__ol_rwr_sly_ry">
<li class="li">Open a dashboard from the dashboards library.</li>
<li class="li">Click the data filter option. The prebuilt dashboard data filters will be at the top
of the dashboard. </li>
<li class="li">Select the values you want to filter on. </li>
<li class="li">Click <strong class="ph b">Apply</strong>. <p class="p">Your report now reflects the filter you applied.</p>
<img class="image img-screenshot" id="topic_y5y_qky_ry__image_xyr_5ny_ry" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/Explore_channel_filter.png">
</li>
</ol>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title4" class="topic nested1" id="topic_ac5_tjy_ry">
<h2 class="title topictitle2" id="ariaid-title4">Editing the dashboard date range</h2>
<div class="body">
<p class="p">You can edit the date range a dashboard displays by using time interactive components. </p>
<div class="p">This section contains the following topics:<ul class="ul" id="topic_ac5_tjy_ry__ul_jsj_dgz_ry">
<li class="li"><a class="xref" href="#topic_mp2_2gz_ry">Selecting a specific date
range</a></li>
</ul>
</div>
</div>
<div aria-labelledby="ariaid-title5" class="topic nested2" id="topic_mp2_2gz_ry">
<h3 class="title topictitle3" id="ariaid-title5">Selecting a specific date range</h3>
<div class="body">
<p class="p">You can show results for a specific date range, using a <em class="ph i">time filter</em>. A time filter
is useful for focusing in on specific ranges or breaking down reports with a large
number of results. If you are an editor and would like to add a time filter, see<a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408828331290#topic_qht_srg_2v" target="_blank"> Adding time filters</a>. </p>
<p class="p">This example filters the prebuilt Support Overview dashboard. </p>
<div class="p">
<strong class="ph b">To filter results by date</strong><ol class="ol" id="topic_mp2_2gz_ry__ol_spm_2hz_ry">
<li class="li">Open a dashboard from the <strong class="ph b">Dashboards library</strong>.</li>
<li class="li">Click the date filter component. The prebuilt filters are located at the top of the
page. </li>
<li class="li">Select a beginning and end date. <p class="p">Depending on how the filter is configured, you
will either select dates from a calendar or select a date range. The time filter on
the prebuilt dashboard uses a calendar. </p>
<p class="p"><img class="image img-screenshot" id="topic_mp2_2gz_ry__image_ejn_z3z_ry" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/Explore_date_filter.png"></p>
<p class="p">All of your charts will
only show results from the selected dates. </p>
</li>
</ol>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title6" class="topic nested1" id="topic_fpr_tjy_ry">
<h2 class="title topictitle2" id="ariaid-title6">Switching between filtered dashboard views</h2>
<div class="body">
<p class="p">An editor of a dashboard can save different versions of dashboards filtered states (see
<a class="xref" href="https://support.zendesk.com/hc/en-us/articles/7610243884826" target="_blank">Bookmarking dashboard states with filtered views</a>). You can
navigate between saved filtered states by selecting different views. A viewer cannot save a
filtered state. </p>
<div class="p">
<strong class="ph b">To switch between different filtered dashboard views</strong><ol class="ol" id="topic_fpr_tjy_ry__ol_ncr_hng_sy">
<li class="li">Open your dashboard from the <strong class="ph b">Dashboards library</strong>. </li>
<li class="li">Click Filtered views (<img class="image" id="topic_fpr_tjy_ry__image_ftt_bfg_52c" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/explore_filtered_views_icon.png">), then select one of the saved views. <p class="p"><img class="image" id="topic_fpr_tjy_ry__image_yhn_y2g_52c" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/explore_create_filtered_view_panel.png" width="400"></p>
</li>
</ol>
</div>
<p class="p">The dashboard displays the selected filtered view.</p>
</div>
</div>
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