Plan requirement
| Subscription | Suite Professional or higher, Explore Professional or higher |
| Access | Agent |
Where a report sits decides whether it gets read at all. The limit that bites is per report: it stops loading after two minutes and 50,000 rows.
Arrange them
- Open the dashboard for editing.
- Click Add in the top left and select Add report, then pick one or more from the list.
- Drag to position and resize.
- Add headings to group them.
- Check it at the width people will use.
The other way round
You do not have to start from the dashboard. In the report builder, click the arrow next to Save and choose Add to dashboard, then pick an existing dashboard or name a new one. That is the shorter route when you have just built the report and know where it belongs.
The limits you are building inside
Zendesk's recommended maximum is 35 components per tab and 10 tabs per dashboard. Those are generous enough that hitting them means something has gone wrong with the design rather than with the tool.
The one that does bite is per report: a report stops loading after 2 minutes and returns at most 50,000 rows. A dashboard of heavy reports can leave a reader looking at a page that is still loading while they are trying to answer a question in a meeting.
Top left is the most valuable space
Put the number that answers the dashboard's main question there. Everything else supports it.
Group by question, not by data source
"How busy are we" together; "how well are we doing" together. Grouping by dataset makes sense to whoever built it and to nobody else.
Size by importance
A large chart reads as important. Where every report is the same size, the reader has to work out the priority, and they will get it wrong.
Use headings
Two or three words above each group. They cost nothing and they turn a wall of charts into something with a structure.
Leave space
A dashboard filled edge to edge is harder to read than one with gaps. Empty space is what makes the groupings visible.
Check the width
Build on a wide screen and read on a laptop, and a three-column layout becomes a scrolling column. Look at it at the size the audience uses before sharing it.
Reports are shared, not copied
A report on two dashboards is one report. Editing it changes both, which is usually what you want and occasionally a surprise.
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