用这篇文章来帮助你发现一些terminology differences between Insights and Explore.
For further resources to help you during your move to Explore, seeMoving to Explore from Insights.
This article contains the following topics:
Dashboards
Use this table to help you learn some of the terminology differences between Insights and Explore dashboards.
If you're looking for information about where to find prebuilt reports you previously used in Insights, seeLearning Explore for Insights users.
Insights term | Explore term | Notes |
---|---|---|
Prebuilt dashboard | Prebuilt dashboard | Prebuilt dashboards contain a collection of related reports that you can view and apply filters too. SeeUnderstanding dashboards. |
Dashboard filter | Dashboard filter widget | Adding interactive dashboard widgets |
Reports
Use this table to help you learn some of the terminology differences between Insights and Explore reports.
Insights term | Explore term | Notes |
---|---|---|
Create a new report | Create a new report | Creating reports |
Data model | Dataset | Working with datasets |
Add metrics to theWhatpanel | Add metrics to theMetricspanel | Adding metrics and attributes to your report |
Add attributes to theHowpanel | Add attributes to theColumns,Rows, orExplosionspanel | Adding metrics and attributes to your report |
Click theFilterbutton to add filters | Add filter attributes in theFilterspanel | Calculation types reference |
Sharing dashboards
Use this table to help you learn some of the terminology differences between Insights and Explore when you share dashboards.
Insights term | Explore term | Notes |
---|---|---|
Emailing scheduled dashboards | Scheduled deliveries | Sharing dashboards through email |
Setting permissions for dashboards and reports | Editor and admin permissions | Setting editor and admin permissions |
Exporting reports | Exporting reports | Saving your report |
Printing reports | Export the report, then print the exported report. | Saving your report |
Metrics and attributes
Use this table to help you learn some of the terminology differences between Insights and Explore metrics and attributes.
Insights term | Explore term | Notes |
---|---|---|
Metrics | Metrics | Understanding Explore datasets |
Attributes | Attributes | Understanding Explore datasets |
Facts | Native attributes | Understanding Explore datasets |
Custom metrics | Calculated metrics | Getting started with custom metrics and attributes |
Miscellaneous
Use this table to find out other differences between Insights and Explore terminology
Insights term | Explore term | Notes |
---|---|---|
Insights recipes | Explore recipes | Zendesk Explore recipes reference |
Head line report | KPI visualization | Visualization types reference |
Bar chart | Column or Bar visualization | Visualization types reference |
Pie and Donut chart | Pie visualization | Visualization types reference |
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