Getting started sharing dashboards

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  • Matt Savage

    Is there a way to make dashboards visible to all agents without sending email to all of them?  I'd like to make data available to groups of users without spamming them every time I create something.  Attempting to make a dashboard available to a large group yielded a bunch of confused responses (what is this?  I can't access it) for me since there's no method of sharing that won't trigger emails.

    Also, a related improvement: the emails can be sent to agents who don't have Explore enabled, which only further confuses them.  I'd suggest a few solutions:

    1. Allow a (default) sharing option: Don't email invites - agents who are actively using Explore can already view dashboards & don't need email invites at all
    2. Omit email recipients who don't have Explore enabled from receiving an invite to a dashboard they can't access
    3. Allow the sharing creator to toggle Explore permissions for affected users (admin only)
  • Delores Cooper
    Zendesk Customer Success

    Hi Matt! Currently there is not a way to make dashboards visible to all agents without sending email to all of them. Our product team is aware that this is a requested feature. Thank you for your additional suggestions; I'll be sure to mark this as Product Feedback.

  • Matthew Dealy

    Something that would be very nice to have is the ability to edit schedules after creating them. Right now you have to delete it and make a new one to just change one word in the email that is automatically sent out which then sends the email out to everyone again. 

    I also heavily concur with what Matt Savage said above. All of those features would be welcomed with open arms :)

  • Craig Bailey

    We have weekly and monthly reports scheduled that should include a .pdf. However, these are never attached to the notification emails.

    1.What is required to ensure attachments are generated and attached?
    2. Is there a limitation on who can recieve the attachements? Our light agents can't view the dashboard, but we did expect them to get an attachment on the email based on what I've read of Explore reports.

  • Brett Bowser
    Zendesk Community Team

    Hey Craig,

    I'm going to create a ticket on your behalf so our Customer Advocacy team can take a look into why these attachments aren't making into the email notification.

    You should receive an email shortly stating your ticket has been created.



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