Scheduling dashboard deliveries

After you share a dashboard, you can notify users of updates by automatically emailing the latest version on a schedule you configure.

Note: If you use Zendesk Support Enterprise and have the Collaboration add-on, you can share dashboards with light agents. For more information, see Giving agents access to Explore.

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:

• Scheduling a dashboard delivery
• Deleting a scheduled dashboard delivery
• Reviewing all scheduled deliveries

Scheduling a dashboard delivery

After you open a dashboard, you can schedule a delivery to one or more groups.

To schedule a dashboard delivery

1. In an Explore dashboard that you have previously shared, copy the URL of the dashboard from your browser address bar (you'll need it later), then click Schedule.

   

   Note: The dashboard must be in edit mode. If the dashboard is open in preview mode, click Schedule instead.
2. On the Scheduled deliveries page, you'll see any delivery schedules you previously configured. Click New schedule.

   

   Tip: If you want to see scheduled dashboard deliveries from all Explore users, you must have admin permissions. For details, see Reviewing all scheduled deliveries in this article.
3. On the Schedule delivery page, configure the following options:
   • Scheduled: Use the drop-down lists to configure the time and recurrence of each delivery.
   • Subject: Type the email subject and the message. The text in {{brackets}} will automatically be replaced with the dashboard name.
   • Message: Type the message that users will receive with the report. The text in {{brackets}} will automatically be replaced with the dashboard name.

     If you want users to access the dashboard in Explore, ensure that you paste the URL to your dashboard in the message body as this is not automatically generated. If you don't do this, then users will receive only a copy of the dashboard in the formats you specify in the Includes section.

     Tip: If the URL to the dashboard is very long, consider using a URL shortener like Bitly to reduce it's length to make your message easier to read.
   • Include: Select one or more delivery formats. Choose from:
     • Image: Sends the report as an image file in .png format.
     • PDF: Sends the report as a PDF file.
     • Excel: Sends the report as an Excel spreadsheet. The file is compressed as a .zip file.
     • CSV: Sends the report as a comma-separated values file. The file is compressed as a .zip file.

   

4. When you are finished, click Select recipients.
5. On the next page, choose the groups or users to send the dashboard to. You can begin typing a group or user name in the search box, and then select it once it's displayed in the list.

   If you don't see any groups or users as you start typing, ensure you are an Explore admin with permission to edit the dashboard.

   

   Tip: If you're using Explore Enterprise and want to schedule dashboard deliveries to end users, you must first enable this for each user by adding the explore tag to their user profile. For details, see Sharing dashboards.
6. Once you are finished, click Schedule.

The schedule you configured is displayed on the Scheduled deliveries page.

Deleting a scheduled dashboard delivery

You can delete a delivery schedule you previously configured from the Scheduled delivery page.

1. In an Explore dashboard that you have previously shared, click Deliver.

   

   Note: The dashboard must be in edit mode. If the dashboard is open in preview mode, click Schedule instead.
2. On the Scheduled deliveries page, you'll see any previously configured delivery schedules. Click the menu to the right of a schedule and then click Delete.

   

The schedule is deleted and users will no longer receive emails.

Reviewing all scheduled deliveries

From the Explore admin menu, you can review and delete scheduled deliveries. If you want to create new scheduled deliveries, or edit an existing schedule, see Scheduling a dashboard delivery.

To review all scheduled dashboard deliveries

1. Open the Admin menu () on the left panel, then select Dashboard email delivery (). A list of all scheduled dashboard deliveries is displayed.

   

2. You can select any schedule to view further information about it. Additionally, you can select a schedule and then click Delete to remove it.