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Editing Filtered Views in Zendesk Explore

Find out how to edit the name and default status of filtered views in Zendesk Explore.

Can I edit an existing filtered view in Zendesk Explore?

Yes, you can edit an existing filtered view in Zendesk Explore, but only certain aspects. You can update the name and default status of a filtered view.

To edit a filtered view, open the dashboard and select the tab with the filtered view you want to update. Click the Filtered views icon, hover over the desired filtered view, and select 'Edit' from the options menu. You can change the name and configure whether it appears by default. However, to change the filter values, you must create a new filtered view.


More related questions

How do I create a filtered view in Zendesk Explore?

Creating a filtered view in Zendesk Explore is a straightforward process. A filtered view saves a specific dashboard filter configuration, allowing you to easily return to a saved state within a dashboard tab. To create a filtered view, open an…

How can I delete a filtered view in Zendesk Explore?

Deleting a filtered view in Zendesk Explore is simple and helps keep your dashboard organized. However, you cannot delete a filtered view that is set as the default. To delete a filtered view, open the dashboard and select the tab with the filtered…

How do I apply a filtered view to a dashboard tab in Zendesk Explore?

Applying a filtered view to a dashboard tab in Zendesk Explore allows you to quickly switch between saved filter states. This feature is useful for comparing information without manually resetting filters. To apply a filtered view, open the…

What should I do if I can't create a filtered view in Zendesk Explore?

If you're unable to create a filtered view in Zendesk Explore, ensure that you've selected at least one value in each filter on the dashboard. A filtered view cannot be created if the filters have no values selected. Double-check your filter…

Does using filtered views improve dashboard loading times in Zendesk Explore?

Using filtered views can help improve dashboard loading times in Zendesk Explore by reducing the amount of data initially loaded. To optimize loading times, consider adding a time filter. In the new dashboard builder, any time filter will initially…

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