After youcreate an Explore dashboard, you can customize it using the options on the Dashboard Builder toolbar.
This article contains the following sections:
Add widgets
Use theAdddropdown list to choose reports and other widgets that you want to add to your dashboard.
For details about adding widgets, seeAdding and arranging dashboard widgets.
Dashboard
TheDashboardmenu includes overall dashboard formatting options, as well as dashboard actions you can perform.
It contains the following options:
- Undosteps back the last action you took.
- Redorestores the last action you undid.
- Paint formatcopies a widget's formatting to apply to other widgets.
- Paint sizeapplies formatting to a selected area of your dashboard.
- Hide outline of the tab barremoves the border around tabs.
- Snap to griddisplays a grid to help you align your widgets. You can change the grid size. The grid does not appear on the published dashboard.
- Clonecreates a copy of the dashboard. This also clones all widgets on the dashboard.
- Background colorapplies the selected color as the background of the dashboard. The tab fill color you set overrides the background color. You might need to set the tab fill color to transparent to see the dashboard background color.
- Dashboard widthincreases or decreases the width of your dashboard.
Tab options
TheTab optionsmenu lets you edit interactions, widget, and export settings for each individual tab. You can also change the tab background color and font.
It contains the following options:
- Size: Fit to one screenresizes your tab to fill the screen. If you deselect the fit to one screen option, you will be able to enter custom sizes in the tab dimension menu.
- Automatically reorganize widgetsreorganizes your widgets to fill the entire tab. Before you reorganize widgets, a warning dialog will appear to confirm your selection.
- 选项卡他ightapplies custom dimensions to your tab. This will only appear if you have deselected the fit to one screen option.
- Interaction optionsremoves tab interactivity to permit public sharing (seeTurning off data interactivity).
- Export optionssets the permitted formats for the tab when the dashboard is exported.
- Slides optionssets the widget order when slide-show mode is enabled (seeViewing widgets as slides).
- Tab fill color,Tab font colorapplies the selected colors to your tab background and text.
- Clonecreates an exact copy of your tab in the current dashboard or another dashboard (seeWorking with dashboard tabs). All widgets on the tab will be duplicated as well.
Dashboard title
TheDashboard titlemenu lets you edit the dashboard title size, text color, and background color. You can also use theAdd imageoption to add an image to your dashboard.
It contains the following options:
- Title fill colorapplies the selected color as the background for your title.
- Title text colorapplies the selected color to the title text.
- Title font sizeapplies the selected text size to the title.
- Title sizesets the height of the title. Your text size will not be altered.
- Imageadd an image from your computer, or an online source. A remove image icon will appear after you add an image.
Widget options
TheWidget optionsmenu lets you edit the header size, border color, border and header visibility, border edges, and widget positions. This menu appears only when you select a widget.
It contains the following options:
- Hide/show headerremoves or adds a header to the widget.
- Header sizesets the header's height. Your header text size will not be altered. There is no width option for a widget header; headers will automatically adjust to the widget width.
- Border colorapplies the selected color to the widget border.
- Hide borderremoves or adds a border to the widget.
- Rounded edgessets how far widget corners are rounded inwards.
- Widget positionsets the width and height of a widget, as well as its location on the dashboard.
- Background colorapplies the selected color as the widget's background.
- Hide loading iconremoves the icon displayed while widgets are retrieving data from your dataset.
Widget header
TheWidget headermenu lets you edit the header text color, size, formatting, position, and header fill color. This menu appears only when you select a widget.
It contains the following options:
- Widget header fill colorapplies the selected color as the background for your widget header.
- Widget header text colorapplies the selected color to the header text.
- Widget header font sizeapplies the selected text size to the header.
- Bold, Italic, Underlinesets the formatting for the header text.
- Left, center, right-justifysets the header text to the selected position.
Customizing text
如果你有一个文本小部件添加到仪表板,you can customize the text formatting. Unlike the other customization options in the dashboard builder, there is no toolbar menu for customizing text. Instead select the text you want to customize by selecting a section of text, or by double clicking a word.
The text customization options will appear as a pop up under the text you selected.
- Boldadds bold formatting to your text.
- Italicsitalicizes your text.
- Underlineadds a line underneath your text.
- Text colorchanges the color of your text.
- Hyperlinkrenders the selected text as a link. Enter a URL after you click this option.
- Listorders your texts in a numbered list. Every time you press enter, a new line will be added with the next sequential number.
- Bulletsadds bullet points in front of each new line of text.
- Justificationopens a drop-down menu where you can select to left, right, or center-justify your text.
- Text sizeincreases or decrease the size of your text.
- Defaultresets your text back to Explore's original formatting.
13 Comments
Hi Mukesh, thanks for the question! There isn't currently a way to add multiple queries to a dashboard widget. It's a great suggestion though and I'd encourage you to post this on our feedback forum athttps://support.zendesk.com/hc/en-us/community/topics/360001200913Thanks!
Is there anyway to remove the side gray bars from the dashboard so that it is the full width of the screen? I know it's 'pretty' to have the side bars to make it neat and clean, but it's not a very good use of the space.
Hi Trina,
Are you pertaining to the side scroll bars? if yes, to get the scroll bar to disappear, go back into edit mode and either expand the height of the text box slightly to account for this extra bit of buffer space, or shrink the size of the text to fit better in the existing box. More information can be found onHow do I get rid of the scroll bar on the text on my Explore dashboard?
All the best
Thank you Cheeny for your suggestion, but what I'm referring to is all the extra space on each side of the dashboard. Why can't the dashboard display in the full width of the page vs. just the center part - eliminating these large gray blocks on either side of the dashboard. You have to cram the data into the allotted space (like you said, reducing the text size and other tricks), which for some gets harder to read the reports.
Hi Trina,
Unfortunately, there is no native way to remove or customize those spaces in Explore. We appreciate your thoughts regarding it and I will be marking this comment as product feedback to make sure that it will be flagged.
We truly value customer feedback and your voice and votes in the product feedback topics in the community help influence future Zendesk functionality.
Trina Moonnot sure if it's the thing you need, but have you tried to change dashboard width? default is 1180 and you have a huge white space on the left and right. changing it to around 4000 filled my whole 27' screen. Just keep in mind that it might not look the same on different screen ratios
Thank you,Paweł Felczerek! I finally figured that out on my own just exploring all of the dashboard formatting options. Funny that Zendesk support didn't mention that.... ;)
Hi Team,
i have a team based dashboard and we have a new agent for this team and question is, how can i add this agent to this special dashboard?
thanks in advance
Are you using one of the pre-built dashboard or is this a custom dashboard you've built?
If it's a pre-built dashboard then the agent should show up automatically after the data syncs.
If this is a custom dashboard then I would recommend checking our attributes to see if you have a filter you need to apply to add the new agent.
If that doesn't help, can you share a screenshot of the dashboard metrics/attributes you're using?
Thanks!
嗨,布雷特,
This is a custom dashboard, and this is the filters. i am adding from assignee name but it didnt work. Could you share a video from me about how can i do that?
I'm going to bring this into a ticket so our Customer Care team can look into this with you.
You'll receive an email shortly stating your ticket has been created.
Cheers!
Rather than having to choose from a drop down filter, is there a way to set up a dashboard to pull certain assignees automatically, ie my team?
This would be via Bookmarks, when you add a bookmark interactive widget, it freezes the current state of filters. Viewers can switch to different bookmarks to see different filter states.
供参考,请see this article here:Using bookmarks to save filtered dashboard statesthat talks over adding Bookmarks and just how you can set them up. I hope this helps. Thank you!
Pleasesign into leave a comment.