Sharing reports in Insights (Professional and Enterprise)

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39 Comments

  • Adrian Stefan

    I'm still getting this message when trying to add an external email to the list of recipients: "Reports can only be sent to valid project members. Please double-check ..."

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  • Mike Mortimer

    Adrian, you can only add external email recipients to emails you schedule via the dashboards, not via the 'Manage > Emailing Dashboards' page. Check this section of the article above: https://support.zendesk.com/hc/en-us/articles/203662426-Sharing-reports-in-Insights-Plus-and-Enterprise-#topic_tld_pzy_nr

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  • Adrian Stefan

    Thanks Mike, that resolved my issue. So just to confirm, only private schedules can be mailed to external users.

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  • Mike Mortimer

    Hey Adrian - you can email (pdf) any dashboard within your insights project, so long as it's done via the 'Scheduled Dashboard email' feature and not through the 'Manage > Emailing Dashboards' page.

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  • Jon Schmok

    Hi Mike,

    you mention "you can only add external email recipients to emails you schedule via the dashboards, not via the 'Manage > Emailing Dashboards' page."

    What if the user you are trying to send the report to is a Light Agent? 

    Ultimately what I'm trying to do is have a report email with a PDF and XLSX attachment sent to a light agent. Is THAT possible through Good Data Manage page?

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  • Jon Schmok

    Through some more investigation.... I found a way to do this:

    -The user must be a light agent OR a full agent. 
    -The user MUST activate insights (click on reporting, click insights tab, click GET STARTED)

    Once the user has activated insights, they will now be able to be added on the reports page through the Manage tab and receive reports containing PDF and XLSX or other formats listed in there. 

    (if its not working, check that light agents have access to view reports in settings --> agent and ensure they "can view only")

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  • Kshama Desai

    How do I schedule an email for a report? It needs to be sent out weekly for Business days Mon-Friday of past week.

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  • Terry Knox

    @Kshama: I'm pretty sure you can only schedule a dashboard. If you pop the report/s you want to send onto a dashboard, then click the little "clock" icon in the top-right corner, you should find what you need. 

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  • Graeme Carmichael

    Terry

    You can schedule reports too. But you can only send them to Agents, not end users.

    You have to set this up within GoodData, under Manage>Emailing Dashboards (confusing isn't it?)

    The '+Schedule New Email' button gives the option to select 'Reports' as well as dashboards.

     

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  • Terry Knox

    @Graeme: Thanks! You learn something new every day! 

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  • Kshama Desai

    Thank you Terry and Graeme. The solutions don't let me schedule by Business week.

     

    e.g: I need the scheduled email to send out report by 8am Tuesday morning for Monday-Friday(past business week). Current settings don't allow for it.

    My need doesn't fall under the option "past 7 day". ANy idea?

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  • Graeme Carmichael

    Kshama

    You should schedule your report to run on Tuesday at 8am.

    Use the report filter to restrict the dates for the required week. You have the choice of weeks running from either:

    • Monday to Sunday or
    • Sunday to Satruday

    You set the filter to run for 'last week'.

    Here is an example of the date created being filtered for last week using the Monday to Sunday version of the week.

    Ensure that you include the Week\ Year version of the date or you may get unexpected results.

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  • Kshama Desai

    Thank you

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  • Serena De Biasi

    Please enable reports delivery to non-users too!
    My team is actually going through a lot of troubles to export via APIs the very same reports and send them to our customers.

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  • Dennis Lynn

    Hi Serena,

    Although you cannot send an individual report to a non-user, you can send a dashboard out to non-users! You could just embed the report you want them to see in a dashboard, then create a scheduled email of the dashboard to those users. That should do the trick!

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  • Serena De Biasi

    Dear Dennis,

     this is indeed possible but actually not functional: as example, if you insert a table report into a dashboard and this report has a variable number of items, it usually gets truncated when it doesn't fit into its container. This happens because dashboards do not manage flexible contents.

    Basically, "overflow:hidden".

    In this scenario, you have to check its visual and re-arrange its height/width into the dashboard before sending it to the customer.

    Imagine it for 300 customers.
    Every day.

    In my case, it means that I have to allocate 4 hours of an agent to perform a monkey-work with a 250 $ daily LOSS.

    Am I missing anything? 


    Kind regards,
     Serena De Biasi

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  • Reshma Patel

    I agree.  We need the ability to send reports (not dashboards) to non agent users.  We have managers of end users that would like to see metrics and be able to pivot on them.  The only workaround I can think of right now is to schedule the report to go to me and then set up a forwarding rule in my email to forward out to the end user. 

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  • Nicole - Community Manager

    Serena & Reshma, 

    Since this functionality is not currently available, I encourage you to head to the Product Feedback forum and post your specific use case - the more detail the better. That's where our Product Managers go to find out what features and functionality would be useful to our users. 

    Thanks for sharing your needs!

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  • Zac Fullerton

    This link doesn't work for me.

    Tip: Joel Hellman shares how to view details about scheduled dashboards, called private schedules, in our Community.

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  • Nicole - Community Manager

    The tip that was referred to in an earlier comment has been archived as it's out of date.

    I'm removing that comment and the ones related to it to avoid confusion. Sorry about that one, all! We'll let you know if and when we get another workaround that we can share. 

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  • Reshma Patel

    Nicole,

    What tip was removed? I want to know if it was something I was using previously and it's broken now.  Additionally, when I click on the how to view details about scheduled dashboards, it does not work for me. Please advise. 

     

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  • Nicole - Community Manager

    Hi Reshma, 

    Yes, the tip was removed as it is no longer a supported workflow. I'm trying to determine whether there's another workaround we can offer. 

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  • Nicole - Community Manager

    Hi Reshma and Zac et al - 

    I did some digging and the reason we have been asked not to share that tip any more is that the process can lead to users getting unsubscribed from the scheduled email. It was creating too many problems, and the last thing we want to do is encourage you to use a workflow that creates more problems than it solves. 

    I'm checking in with the Community Moderator who wrote the tip to see if there's another way to accomplish the same thing. 

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  • Joe Adkison

    Is there any way to slide  the dates on a given dashboard?  In an ideal world I'd like to create a snapshot of the default dashboard with all the tabs set up the way a group manager wants and have the system slide the dates one week every week.  In other words a dashboard that shows me week 5 stats on one Monday and a week later slides all the dates for each tab on the dashboard.

    I understand this can be done with reports, but I'm not having luck with dashboards.

     

     

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  • Jessie - Community Manager

    Hi Jadkison!

    I'm not sure what the possibilities are here, so I'm going to check with some of our Insights experts to see what I can find out!

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  • Stephen Fusco

    Hello Jadkison, 

    That's a great question. Setting a floating date range is a little different when doing it on a dashboard as opposed to a report. To set a floating date range on the dashboard 

    1. On your dashboard, click the Settings icon.
    2. In the Settings drop-down menu, select Edit.

    3. Hover over the filter and select edit. From there you'll be able to adjust the default floating date range: 

     

    I hope that helps address your question. 

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  • Joe Adkison

    This solution seems reasonable and logical.  I will give it a test and go from there!  Thank you!

     

     

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  • Hannah Savage

    I want to be able to share reports with specific users but I don't have the 'Visibility' checkbox in the settings for the report, and I also can't figure out where to find the URL to share it with specific people. I have some admin access but I can't figure out how to enable that either. Can someone please help!

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  • Aswin Kannan

    Can we share dashboards with people who do not have Zendesk accounts? We'd like to share high-level metrics with our board, but they do not have Zendesk licenses, and they won't need any (because they are not going to use Zendesk on daily basis). What is the best way apart from forwarding the email to them?

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  • Bill Cicchetti

    Does anyone recall an announcement by Zendesk a while back about contacting them if we wanted special account that would provide the ability to provide more visibility to reports outside of Insights?   It was a awhile back and I recall mentioning it to someone else in my organization  who also remembers this but neither can seem to find anymore info on it.  All I recall is it was a way to allow more access to reporting outside of insights by the creation of a user that would allow these reports outside of Insights.This user creation could only be done via a request to ZD.  Does anyone else from the Community or ZD recall such a user? 

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