Customizing dashboards

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10 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!

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  • Kay
    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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