After you've created a dashboard with Zendesk Explore, by default, only you can view it. In practice, you'll want to share these dashboards with other people on your team. Use the information in this article to help you get started sharing information.
You can share dashboards with single users, or groups of users that you have added to Zendesk Support. For help creating groups in Zendesk Support, see Creating, managing, and using groups.
After you share a dashboard, the users you share it with who are permitted to view the dashboard will receive an email invitation.
If you want viewers to receive periodic updates about a dashboard, you can set an email delivery schedule (see Sharing dashboards through email).
This article contains the following topics:
Sharing an open dashboard
While you have an open dashboard that you have been editing, you can share it with your users using the following procedure:
To share an open dashboard
- Open the dashboard you want to share. The dashboard opens in preview mode where you can click Share. You can click Edit if you want to make changes to the dashboard before you share it.
- When you are ready to share the dashboard, click Share.
- From the Share dashboard page, choose the groups or users you want to share the dashboard with, and then click Invite.
Sharing a dashboard from the dashboards library
You can share a dashboard directly from the dashboard library without opening it.
To share a dashboard from the dashboards library
- In the Dashboards library, click Share from the settings (
) drop-down list to the right of your dashboard's name.
- From the Share dashboard page, choose the groups or users you want to share the dashboard with, and then click Invite.
Next steps
The users you shared the dashboard with will receive an email invitation. They can click the link in the email to open the dashboard.
When you make updates to a dashboard, viewers you previously shared the dashboard with will not automatically see the changes you make. To make your changes visible, click Publish on the top toolbar.
Finally, if you want to see the dashboard as viewers will see it, click Publish > Preview on the top toolbar.
5 Comments
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:
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.
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 :)
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.
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.
Thanks!
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