Delivering dashboards by email

Have more questions? Submit a request

31 Comments

  • Braiden Woodward
    Comment actions Permalink

    Is there any way to share these via email to external email addresses like you can on Good Data? 

    16
  • Keela
    Comment actions Permalink

    Agreed to the above. I was wondering if I may have been overlooking something.

    2
  • Christian Costello
    Comment actions Permalink

    Also agree.  This is an import feature, email dashboards to external users, with our adoption of Explore.  Please add.

    3
  • Heather R
    Comment actions Permalink

    We keep getting failures when trying to email a dashboard:

    Your dashboard delivery has failed for the following tag "SLA Test Dashboard on Explore" and reasons: Your queries took longer than 10 minutes to execute. You can retry by clicking here.

    We've tried cloning the dashboard, taking out tabs, slimming down the date range, but it still times out. Any ideas?

    0
  • Rob Stack
    Comment actions Permalink

    Hi Heather, thanks for this. I've gone ahead and opened a ticket so this can be properly investigated. You should hear back soon.

    0
  • Reshma Patel
    Comment actions Permalink

    Agreed.  We would need the ability to send dashboards or reports to people or distribution lists outside of Zendesk.  

    4
  • Steve Rankin
    Comment actions Permalink

    If the dashboard is emailed out, and a recipient clicks "unsubscribe", but then changes their mind - how do you revert the unsubscribe?

    1
  • Matt McCluskey
    Comment actions Permalink

    I can't even get an Authorized Group to come up in the drop down.  What am I missing?  Thanks.

    0
  • Rob Stack
    Comment actions Permalink

    Hi Matt, I believe what you need to do is to check the Dataset authorizations page. Make sure you have permissions to the dataset that makes up the dashboard you are trying to share.

    For more detail, see https://explore.zendesk.com/hc/en-us/articles/115010189747-Setting-editor-and-admin-permissions

    Note: I don't think the current docs describe this clearly enough. I'll try to get them updated soon.

    1
  • Steve Rankin
    Comment actions Permalink

    Hey Matt McCluskey, just to ensure you aren't missing this step, you need to share the dashboard with groups first, before you can share the dashboard via email with those authorized groups:
    https://explore.zendesk.com/hc/en-us/articles/115000998408-Sharing-dashboards

    0
  • Matt McCluskey
    Comment actions Permalink

    Thanks ZD Team.  :)

    I think the issue I was also having was my CS team in Support (Admin > People > Agents Explore Settings) was set up as "Viewer" status, and not "Editor".

    This was not clear to me at first, but I think I got that now.

    I didn't see this in any documentation about setting this up on the Support side.  Maybe I missed it.

    Thank you for the help. : )

    1
  • Matt McCluskey
    Comment actions Permalink

    Mmmm... Still cannot get the Authorized Groups to populate.

    Here's a junk Dash Board that I can't get to work as a Test.

    How do I get Authorized Groups to populate?

    0
  • Rob Stack
    Comment actions Permalink

    Thanks for this Matt, it will make a useful addition to the docs!

    0
  • Jeff Northrup
    Comment actions Permalink

    Steve Rankin, any luck with the unsubscribed agents?  I also am having this issue and created a support ticket.

    0
  • Steve Rankin
    Comment actions Permalink

    I put a ticket into Zendesk Explore Support and they were able to resolve the unsubscribed agents. They also let me know that currently there is no self-management for this, and that a ticket is required to have people removed from the unsubscribe list.

    1
  • Lauren Collins
    Comment actions Permalink

    Is there a way to email to individual users without sharing with the entire group? We have created dashboards for our agents that we want to email out to them every night and the only way it seems to do this right now is to create a group for every single person. We have over 40 people on our team and this feels very manual. Will this ever change?

    13
  • Judd Higgins
    Comment actions Permalink

    I absolutely need the PDF delivery to default to a time filter (ie Last Week) and there is no current way to set the Default Date of the Dashboard, unless you do the workaround mentioned here; https://explore.zendesk.com/hc/en-us/articles/235975527?page=1#comment_360001578693 and hide the Bookmarks widget which is counterintuitive and ruins the feature of having a Bookmark Widget to begin with.


    Can you please help us set a Default date when delivering the dashboard via email?

    2
  • Thomas D'Hoe
    Comment actions Permalink

    Hi,

    In the To authorized group(s) text box, enter the groups permitted to view the dashboard. An authorized group is a group with whom you have previously shared the dashboard. You must share a dashboard before you can schedule a delivery.

    So it's correct that you only can schedule dashboards with agent groups and not individual persons?
    So it's possible you need to create specific agent groups in Zendesk Support to schedule maybe a report to just one person?

    Thanks!


    Thomas

    0
  • Pedro Rodrigues
    Comment actions Permalink

    Same questions as Lauren and Thomas.

    I need to create an admin-level dashboard to monitor specific things (all sorts of % tickets with high-level ticket fields, and other stuff) that I'd like to receive daily, without bothering anyone else. GoodData enables this but I'd like to move to Explore.

    Having to create a Group in Support just so that I can do this seems a bit too much (I'd like to avoid "polluting" the entire account with reporting Groups).

    1
  • Gentry Geissler
    Comment actions Permalink

    Hi Pedro!

    Thank you for the feedback on Explore. Unfortunately, at this time the only way to send scheduled reports is to groups. If you want the reports via email, the way to do so is to create a group where you are the only user.

    Hope that helps!

    0
  • Andrew Gordner
    Comment actions Permalink

    Hi Gentry,

    The ability to schedule dashboard exports to individual Zendesk Support agents (as opposed to Groups) would be extremely helpful for us. Is this something that is being worked on or can a ticket be raised to potentially support this functionality in the future?

    Thanks!

    2
  • Brett - Community Manager
    Comment actions Permalink

    Hi Andrew,

    According to the comment made by one of our Explore Product Managers, it looks like this is a planned feature. More information here: no way to schedule dashboards to be sent to individual users, Not only groups

    Hope this helps!

    0
  • Katie Saddlemire
    Comment actions Permalink

    I would like to add to the list of people who say that we need the ability to email dashboards to non ZD users. That limitation is silly and impractical for any business. 

    1
  • Brett - Community Manager
    Comment actions Permalink

    Thanks for sharing Katie! While I don't have an ETA of when this will be released, this is something our Product Managers are looking into :) 

    0
  • Andrei Kamarouski
    Comment actions Permalink

    Hi, 
    If I use Bookmark to fix Date filter value and data filtering for some given period - will the Delivery support this bookmark or ignore it? 

    0
  • Рамис Батров
    Comment actions Permalink

    Hi.

    When we deliver a dashboard, we can choose an excel option or another document extension.
    It looks very comfortable, but there is one problem:

    • My excel documents are wrapped in a zip archive
    • The archived document has no title.

    Tell me, please, are there any settings that are responsible for this?
    I do not want to archive the document, as this makes it difficult to work with it promptly.
    I attach screenshots and hope for your answer, thanks.

     

    0
  • Andy Killingsworth
    Comment actions Permalink

    Hey, Andrei.

    I ran a few tests and determined the following behavior for Explore dashboard deliveries:

    • If you add a bookmark to a dashboard, it will not be applied to any attachments chosen (such as images, PDFs, and CSVs). 

    • If you share the ability to view a dashboard with an agent who has permission to access Explore (regardless of their Explore role), they will be able to open the dashboard and select bookmarks. In order to do this as a Viewer, the Bookmark widget must be visible.

    I hope this helps clear things up!

    0
  • Andy Killingsworth
    Comment actions Permalink

    Hi, Рамис.

    Unfortunately, it is not possible to edit the settings of the Excel delivery. Neither the fact that the file is in .zip format or the behavior regarding the document title can be changed. Apologies for the inconvenience here. 

    I checked our feedback forum and found a similar request in this post. If you'd like, you're welcome to add your use case for additional context. Our team reviews those posts and adds your feedback to our roadmap wherever possible. 

    Thanks!

    0
  • Andrei Kamarouski
    Comment actions Permalink

    Hi Andy, 
    Does it mean that it is not supported in scheduled reports deliveries too? 

    0
  • Andy Killingsworth
    Comment actions Permalink

    Andrei, 

    According to my tests, that's correct. While users with Explore access will be able to view the dashboard and select visible bookmarks, those bookmarks aren't applied to the attachments. 

    0

Please sign in to leave a comment.

Powered by Zendesk