Delivering dashboards by email

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40 Comments

  • Eckhard Doll
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    The whole export feature is very incomplete at this point. Excel delivery in a zip only, no export of the complete dashboard but individual tabs only. No option to name the exported PDF prior to the export. Images inserted on tabs are ignored, custom dashboard widths have to be re-entered on every export, etc.

    I started to like the Explore features but going beyond the Zendesk realm seems to be no priority at all.

    2
  • Mikko Karkkainen
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    It is ridiculous to offer different scheduled report file types at all if they are anyway zipped on delivery. All I want is a clean .csv I can push to automated workflow. There is zero value add in dashboard zipping anyway, kindly remove it and only bring back once it can be selected as an option.

    1
  • Rob Stack
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    Hi, I wanted to update everyone on this topic who's asked about sharing dashboards to people who don't have access to a Zendesk account. We will shortly be introducing an Early Access Program (EAP) that will enable you to do this. For more information, see https://support.zendesk.com/hc/en-us/articles/360036743214 

    1
  • Virginia Goggins
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    We have reports with multiple tabs that we want to email each day as a pdf.  The problem is that the pdf only shows information from one of the tabs.  Is there a way to show all of the pages on the pdf or do I need to create separate reports and email each of them, which is not a good option.  I could do this in GoodData.

    1
  • Nicole - Community Manager
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    Hey Virginia -

    That is not expected behavior; your PDF should include all of the tabs. Are you still seeing this issue? If so, it sounds like we should create a ticket for you as this may be a bug.

    1
  • LAgent
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    Hi!

    How do you go about to save the filtering in a dashboard so its in the pdf that's being emailed out?

    I have 3 products and each owner of those products only wants to have a pdf with their data each month. So.. how do I save it? The pdf they get is without filtering per product and it doesn't give them any useful data at all.

    0
  • Brett - Community Manager
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    Hey LAgent,

    You could create a bookmark to store your filter selections on your dashboard. More information in the following article: Adding interactive dashboard widgets

    Let me know if you have any other questions.

    Cheers!

    0
  • pstrauss
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    Ditto to the complaints about not being able to send reports to non-Agent accounts. This is incredibly frustrating that we have to pay for agent licenses for people if we simply want them to receive a report.

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  • Tobias Hermanns
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    Delivering Dashboard to Light Agents is possible now, so FAQ should be modify.

    0
  • Brett - Community Manager
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    Thanks for sharing Tobias!

    I believe this feature is still in Early Access which is why this note is here.

    Not all users will have access to light-agent dashboard delivery so this article will most likely be updated when the feature is in General Availability. 

    Cheers!

    0

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