How can I create a Dynamic Dashboard by Pre-setting Data Filters in Live Dashboard?


3 Kommentare

  • André

    Hey, no Problem! 

    So does this mean that this is not possible with the current setup? Will I need to wait for an update before this is possible? 

    Thank you in advance.

  • Walter Bellante
    Zendesk Product Manager

    Dear customers,
    we are excited to share that dashboard restrictions are now live on the beta builder.
    Dashboard restrictions empower editors to dynamically tailor a dashboard to different audiences.

    You can learn more about how to use them in the article.


    Many of you requested this feature to reduce the number of dashboards maintained when measuring the individual performance of an agent.
    To ease your task, we’ve decided to include a “Support agent productivity” template. This has been built to give you an overview of how the agent has been performing on ticket volumes and response time over the last 7 days.
    Once you’ve added the template, add a dashboard restriction on “Assignee name” with the value “Based on viewer” and share it with your agents.
    Once they open the dashboard they’ll immediately be able to see just their own tickets.

    Thanks again for your patience.
    We look forward to hearing your feedback.


  • Dave Dyson
    Thanks for this feedback, André!

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