Usually, after you've created queries, you’ll want to group a bunch of them together, add some interactivity (for example, selecting a date range), and add other text and graphics to make a really great looking report. In this step, you’ll learn how to make a dashboard from the query you created in Step 1.
There are two ways to create a dashboard. You can save a query right into a new dashboard, or you can create the dashboard first, and then add in the query. In this example, you’ll use the second method.
Get started
- In the Zendesk Explore sidebar, click the dashboards icon (
). - On the Dashboards page, click New dashboard.
A new, blank dashboard opens in the dashboard builder.
Add a widget
If you've read Getting started with Explore, you'll know that widgets add information and interactivity to a dashboard. Widgets might include a query, an image, and interactive elements like a date chooser.
The most important widget you need in this dashboard is your query. Use the following steps to get the query onto your dashboard:
- In your blank dashboard, click Add > Add query.
- On the Select a query page, click the query you created in Step 1: Create a query.
- After a moment, the query will be displayed on your dashboard.
- Click and hold in the title bar of the widget to move it where you want it on the dashboard.
- Select the widget, then drag any corner or edge to resize the widget.
Finally, give your dashboard a title like People and tickets analysis. Double-click the existing title (on a new dashboard, it will read Untitled), then enter your new title. You'll end up with something that looks like the following:
You've now created a simple dashboard. We encourage you to explore all of the settings and widgets on the Dashboard page. There is a lot you can do!
For example, you could add a graphic containing your company logo, change the colors and fonts used, or create and add more queries. If you want some starting points for further exploration, see Creating dashboards and Customizing dashboards.