Getting started sharing dashboards

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).

Tip: Sometimes you might want to share dashboards with people who do not have a Zendesk Support account. In these cases, you can export the dashboard into another format like an image, or a spreadsheet, and then email it as an attachment to the person (see Saving queries).

This article contains the following topics:

• Sharing an open dashboard
• Sharing a dashboard from the dashboards library
• Next steps

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

1. 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.
2. When you are ready to share the dashboard, click Share.

   

3. 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

1. In the Dashboards library, click Share from the settings () drop-down list to the right of your dashboard's name.

   

2. 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.