Getting started creating queries

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  • Admin

    How do I make a query shareable? After saving a query, I want to be able to send the query URL link to my teammates, so they can access it. But it says query cannot be found. I even added it to a dashboard and still have the same problem. Thanks for your help! 

  • Mae Ignacio
    Zendesk Customer Success

    Hi Admin,

    You can only export data on Queries. You can export either as CSV, image, PDF, or an Excel spreadsheet.

    You will need to add the Query to a Dashboard if you want to share them with your teammates. They will need to be another agent or admin on the account, with access to Explore.

  • Lotte

    I would really like to be able to share queries with my teammates. For example, I created some queries and built a dashboard with those queries. I shared the dashboard with my teammate and she would like to add some of the queries I created to an existing dashboard of hers but she can't because she does not have access to the query. 

  • Andy Killingsworth

    Hey, Lotte. 

    In order to share your queries directly with your teammates, they'll need to have access to the same datasets that those queries were built in. It's up to you if you want them to have view-only access or the ability to edit the query directly. For more on this topic, please see Setting editor and admin permissions.

  • Mohammad ShabbirTaibani

    is there any way to protect query,   + can we create folder in query section to save query in folder ?


  • Devan - Community Manager
    Zendesk Community Team

    Hello Mohammad ShabbirTaibani,

    In Explore, this is currently not an available feature. I would recommend posting your request in our Product Feedback Forum so our development team can consider you ask for potential future updates. 

    Best Regards.


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