Understanding Explore dashboards

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<p id="docs-hc-snippet" style="display: none;">In Explore, a dashboard is a space to present information about your Zendesk products. Dashboards allow you to view, share, and (with Professional or Enterprise plans) create and customize reports that give you an overview of your Zendesk data.</p>
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<p class="p" dir="ltr">In Explore, a dashboard is a space to present information about your Zendesk
products. Dashboards allow you to view, share, and (with Professional or Enterprise plans)
create and customize reports that give you an overview of your Zendesk data. </p>
<p class="p" dir="ltr">This article walks you through the types of dashboards available in Explore, and
gives you some resources where you can find more detailed information about working with
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. </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"><img class="image img-screenshot" id="topic_csw_bhl_b1b__image_rty_bvy_5sb" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/explore_understanding_dashboards_support_dashboard.png" width="600"></p>
<p class="p">This article contains the following topics:</p>
<ul class="ul" id="topic_csw_bhl_b1b__ul_wj3_dvy_5sb">
<li class="li" dir="ltr"><a class="xref" href="#topic_a1n_2vy_5sb">Prebuilt dashboards</a></li>
<li class="li" dir="ltr"><a class="xref" href="#topic_fp2_gvy_5sb">Custom dashboards</a></li>
<li class="li" dir="ltr"><a class="xref" href="#topic_ezl_hvy_5sb">Dashboard resources</a></li>
</ul>
</div>
<div aria-labelledby="ariaid-title2" class="topic nested1" id="topic_a1n_2vy_5sb">
<h2 class="title topictitle2" id="ariaid-title2">Prebuilt dashboards</h2>
<div class="body">
<p class="p" dir="ltr">All versions of Zendesk Explore include prebuilt dashboards that display your
Zendesk business information in an easy-to-read format.</p>
<p class="p" dir="ltr">Here are the prebuilt dashboards available in Explore:</p>
<ul class="ul" id="topic_a1n_2vy_5sb__ul_wzt_j52_c3c">
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4724611131418" target="_blank">Zendesk Messaging</a></li>
<li class="li" dir="ltr"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408823886874" target="_blank">Zendesk Knowledge</a></li>
<li class="li" dir="ltr"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408835985434" target="_blank">Zendesk Support</a></li>
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/5600291364378" target="_blank">Zendesk omnichannel: Agent productivity and queues</a></li>
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/5600291364378" target="_blank">Omnichannel routing: queues</a></li>
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/7934127855002" target="_blank">Zendesk Copilot: Intelligent triage</a></li>
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408843771546" target="_blank">Live data (including messaging)</a></li>
<li class="li" dir="ltr"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408843698842" target="_blank">Zendesk Chat</a></li>
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408838386842" target="_blank">Zendesk AI: AI agents</a></li>
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/7431948845082" target="_blank">Live performance by channel</a></li>
<li class="li" dir="ltr"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408827894554" target="_blank">Zendesk Voice</a></li>
</ul>
<p class="p" dir="ltr">Click any of the links above to dig deeper into the details of each
dashboard.</p>
<p class="p" dir="ltr">All Explore users can view prebuilt dashboards, regardless of their role. If
you've just activated Explore and can't see the prebuilt dashboards, ensure that your own
Explore account has the Admin role (see <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408836002970" target="_blank">Giving agents access to Explore</a>). If any of your agents with the
Viewer role can't see the prebuilt dashboards, ensure that the dashboards have been shared
with them (see <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408827282714-Sharing-dashboards" target="_blank">Sharing dashboards</a>). </p>
<p class="p">Prebuilt dashboards are read-only, but Explore Professional and Enterprise users can create
editable copies of them. For details, see <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408821374362" target="_blank">Cloning Explore dashboards</a>. The prebuilt dashboards, and the
reports they contain, can be useful as templates for creating new reports and
dashboards.</p>
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<div aria-labelledby="ariaid-title3" class="topic nested1" id="topic_fp2_gvy_5sb">
<h2 class="title topictitle2" id="ariaid-title3">Custom dashboards</h2>
<div class="body">
<p class="p" dir="ltr">With Explore Professional and Enterprise plans, you can create custom dashboards
to better meet your specific reporting needs. </p>
<p class="p" dir="ltr">To create a custom dashboard, you’ll need to:</p>
<ol class="ol" id="topic_fp2_gvy_5sb__ol_brd_hvy_5sb">
<li class="li" dir="ltr">
<strong class="ph b">Create a new dashboard.</strong> To get started, see <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408831595418" target="_blank">Creating dashboards</a>.</li>
<li class="li" dir="ltr">
<strong class="ph b">Add your data.</strong> After you create a dashboard, you add the data to it
that you want to see, including reports, filters, and other widgets. These widgets allow
you to build unique dashboards and give your agents the flexibility to analyze data
exactly how they need. For more information, see <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408838017690-Adding-and-arranging-dashboard-widgets" target="_blank">Adding and arranging dashboard components</a>.</li>
<li class="li" dir="ltr">
<strong class="ph b">Customize the look and feel.</strong> When you’ve added the widgets you want,
you can begin to customize your dashboard. Customization options include colors, text
formatting, interaction options, and more. For details, see <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408819770906" target="_blank">Customizing dashboards</a>. </li>
<li class="li" dir="ltr">
<strong class="ph b">Share the dashboard.</strong> When you create a dashboard, by default, only you
and users with the Admin role can view it. In practice, you'll want to share these
dashboards with other people on your team, not all of whom will be admins. After you share
a dashboard, the users you share it with will receive an email invitation to view it. For
instructions, see <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408827282714" target="_blank">Sharing dashboards</a>.</li>
</ol>
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<div aria-labelledby="ariaid-title4" class="topic nested1" id="topic_ezl_hvy_5sb">
<h2 class="title topictitle2" id="ariaid-title4">Dashboard resources</h2>
<div class="body">
<p class="p" dir="ltr">Now that you know the basics about dashboards, dig deeper with the articles in
the following sections:</p>
<ul class="ul" id="topic_ezl_hvy_5sb__ul_b4k_3vy_5sb">
<li class="li" dir="ltr"><a class="xref" href="https://support.zendesk.com/hc/en-us/sections/4405303743130" target="_blank">Viewing and using dashboards</a></li>
<li class="li" dir="ltr"><a class="xref" href="https://support.zendesk.com/hc/en-us/sections/4405303719194" target="_blank">Creating dashboards</a></li>
<li class="li" dir="ltr"><a class="xref" href="https://support.zendesk.com/hc/en-us/sections/4405298856730" target="_blank">Publishing and sharing dashboards</a></li>
</ul>
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