Customizing dashboards

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16 Comments

  • Michael Tucker

    Hi Rob Stack,

    Maybe I'm missing something fundamental, but is it possible to simply clone the default Zendesk Support dashboard then in one place limit all data in all tabs to an additional filter, for example ticket group? The idea is to provide an exact clone of the default dashboard, but limited to, for example, the Billing team's activity. Would I have to make clones of every query involved to accomplish this or is there an easier way. Thanks!

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  • Rob Stack
    Zendesk Documentation Team

    Hi Michael Tucker

    You might be able to use dashboard level filters to accomplish what you want. This article is good as a starting point - https://support.zendesk.com/hc/en-us/articles/360040720994

    Hope this helps.

     

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  • William Chase Myer

    Hi! 

    This may be a simple oversight, but does explore offer any adaptive display options for the dashboards? I work from a laptop and and have to manually resize the dashboard when I plug in and out of my external display as the queries featured run off the edges of the screen. 

    This causes some complications when trying to show data to business partners when I do not have the luxury of docking my laptop into a larger monitor. Is this feature something being considered if not already published? 

     

    Thanks

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  • Rositsa Pavlova

    Hi,

    I created a query where we can see how many chats/ emails were handled per agent for certain period of time. The query is for 10 agents with column charts for each agent, showing the last 7 days activity. 

    When I add the query into a Dashboard, I can see 4 charts out of 10 and there is a scroll bar to see the rest. When I schedule email delivery, the dashboard is appearing without the scroll bar and can't see the stats for all agents, just for 4 of them.

    I tried to export the Dashboard in different file formats, but none of them worked. 

    Is there anything that I am missing in order to fit the whole dashboard  into the email?

     

    Thanks in advance,

    Rose

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  • Rob Stack
    Zendesk Documentation Team

    Hi Rositsa Pavlova I've opened a ticket for your question so we can investigate fully what's going wrong here. Someone should be in contact soon. Thanks.

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  • Bart

    Rob Stack

    How do you simply expand the width of columns for a query that you add to a dashboard.  Can I suggest a click and drag to resize column width option for the future. But in the meantime do you have any suggestions for width expansion of two columns of a query in a dashboard. 

    Thanks

     

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  • Rob Stack
    Zendesk Documentation Team

    Hi Bart thanks for the feedback. While clicking and dragging to set the widths isn't currently available there is a way around this.

    In the query, after you've generated a table, click Chart configuration > Columns

    On the Columns page, make sure that Fit to content is not enabled, then you'll be able to change the column width. These changes will carry through to the dashboard.

    Our feedback forum is a great place to request clicking and dragging to adjust column widths. https://support.zendesk.com/hc/en-us/community/topics/360001200913

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  • Bart

    Legend Rob Stack

    1
  • Jesper Sperrle

    Hi Rob Stack,

    Thanks for the article.

    I have one question – When adding and customising a text widget it is not possible to move the text to where you want in the box. It is really annoying when you are working with dashboards and want to divide them with text. Please see below example. It is not possible to move the text to the top of the widget. If I try to decrease the size from the top, the text disappears. Is this a known fault?

    Thanks!

    1
  • Kay Heunen
    Community Moderator

    Hi Jesper 👋

    You are correct, there is always one line that will show.
    Even when the header of the Text Widget is hidden.

    The only tip I can give you is: Make the background transparent. You should then be able to put the text wherever you want. You might be able to create a 2nd Text Widget and give that the size it needs to be with the background color and border (I haven't tested this).

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  • Mukesh Kumar

    Hey guys,

    What is the best way to produce a Tile in the dashboard that shows multiple stats (queries), for example :

    The 90 is 'To date' and 34 is 'Created last month' stats with its %.

    I will appreciate it if anyone can please guide me on this?

    Regards



     

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  • Rob Stack
    Zendesk Documentation Team

    Hi Mukesh, thanks for the question! There isn't currently a way to add multiple queries to a dashboard widget. It's a great suggestion though and I'd encourage you to post this on our feedback forum at https://support.zendesk.com/hc/en-us/community/topics/360001200913 Thanks!

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  • Trina

    Is there anyway to remove the side gray bars from the dashboard so that it is the full width of the screen? I know it's 'pretty' to have the side bars to make it neat and clean, but it's not a very good use of the space.

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  • Cheeny Aban
    Zendesk Customer Advocate

    Hi Trina,

    Are you pertaining to the side scroll bars? if yes, to get the scroll bar to disappear, go back into edit mode and either expand the height of the text box slightly to account for this extra bit of buffer space, or shrink the size of the text to fit better in the existing box. More information can be found on How do I get rid of the scroll bar on the text on my Explore dashboard?

    All the best

     

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  • Trina

    Thank you Cheeny for your suggestion, but what I'm referring to is all the extra space on each side of the dashboard. Why can't the dashboard display in the full width of the page vs. just the center part - eliminating these large gray blocks on either side of the dashboard. You have to cram the data into the allotted space (like you said, reducing the text size and other tricks), which for some gets harder to read the reports.

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  • Cheeny Aban
    Zendesk Customer Advocate

    Hi Trina,

    Unfortunately, there is no native way to remove or customize those spaces in Explore. We appreciate your thoughts regarding it and I will be marking this comment as product feedback to make sure that it will be flagged.

    We truly value customer feedback and your voice and votes in the product feedback topics in the community help influence future Zendesk functionality.

     

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