Scheduling dashboard deliveries

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75 Comments

  • Armon

    Hi,

    I would like to see a better feedback or update on this issue answered by Devan - Community Manager 8 months ago"

    "Hello Paulina Jankowiak,

    You would have to create an individual dashboard for each agent. I know this can be cumbersome, so I would recommend posting your feedback and experience with Explore in our product feedback forum. That way, our developers can consider making this update for future patch releases. "

    I have the same issue as Paulina Jankowiak.  Though her issue is having to create different dashboards for different agents.  Mine is on a bigger scale as we have to send Weekly and Monthly dashboards to multiple clients.

    If you mentioned you are going to replace an old tool, ensure the one you will be using is a better one.  How can creating multiple dashboards for multiple people be a better solution?  Not to mention you are charging us for your assistance to migrate to Zendesk Explore.

    February 2021 is just around the corner and this issue is not yet addressed as well as sending a dashboard to non zendesk users.

    What do you supposed we should do?  Manually send all Custom individual client dashboards to all clients not using zendesk?  Or sell Zendesk to them as well?

     

    Seriously FIX THESE

     

     

     

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  • David Judenne

    Hello,

     

    I don't see any reply from message of Judd Higgins 2 year ago and I have same request, how can I setup the report are include for example last week data only, as by default send last 30 days but I need to receive some weekly report or monthly. Any option without extra tools ?

     

    Thank you :)

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  • David Stalker

    Are there other {{brackets}} variables that can be added to subject line or message when scheduling sending dashboards? The only one I know of is the default {{dashboard_title}} but I'd like to be able to add day, date, or others if they're available.

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  • Eric G. Gao
    Zendesk team member

    Hi David,

    There are currently two placeholders available for Explore dashboard scheduling:

    • title for the dashboard
    • date of the dashboard in the agent's timezone

    Thanks,

    Eric G. Gao | Technical Support Architect | Zendesk

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  • David Stalker

    Hey Eric,

    Any chance you can tell me what the date placeholder is?
    ‘Cause apparently, it's not {{dashboard_date}}

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  • Eric G. Gao
    Zendesk team member

    Correction below -

    The two are: "dashboard_title" and "date" (with double curly brackets added).

    Thanks,

    Eric G. Gao | Technical Support Architect | Zendesk

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  • Mathias Martinez

    Hi team, I asked to obtain information on how to customize a dashboard and how to send it through email on a daily basis and was provided with this link, this is a task for a Zendesk admin and I am not and I do not have time to investigate and do it. Is there a team who can do it for me? 

    Thanks.

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  • Rob Stack
    Zendesk Documentation Team

    Hi Mathias Martinez, thanks for the question. You will need to have a word with your own internal Zendesk admin to se this up as we can't do this on your behalf (because of security issues). If you're Zendesk admin needs any help, we'd be happy to open a ticket on their behalf. Thanks!

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  • Mathias Martinez

    Hi Rob,

    Are you meaning that I should contact someone with admin right in my organization? I have admin rights but I do not have admin knowledge. Also we do not have Zendesk internal team. Can you please open a ticket for me? 

    Thank you,

    Mathias. 

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  • Rob Stack
    Zendesk Documentation Team

    Hi Mathias Martinez sure, ticket opened. We'd love to get this fixed for you. I'l sure you'll hear from someone soon.

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  • David Judenne

    Look Like Mathias want than Zendesk team create a personal report for him as he don't know how to do it. Rob it's something Zendesk can do ?

    Mathias, from my side I have to learn myself as was like you, don't know how use Zendesk 5 month ago and report is powerfull with a lot of option but not easy on begining if you want do something different from the default one.

    Do you check the defaut report available ? Maybe good enough for what yo want ? Define a schedule for send daily is very easy, you can setup that fast, make personnal report you need to invest time if you want something special. No easy to find help, I miss some kind of forum where we can ask question when need help on Zendesk because the way to ask a question on each topic is not really good for me. But still you can ask here and see if people can help.

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  • Mathias Martinez

    Hi David, 

    Thank you so much for your answer, you are right, I just want to receive a daily report on my email but I do not know how to do it and also unable to find someone in Zendesk who can walk me through it. Can you help me? where should I check or find that info?

    Thank you very much.

     

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  • David Judenne

    First need to check if you got Zendesk Explore, because maybe know only that one, but it's optional and not free. I don't know report available if don't use this module.s

    Then go to Explore and by default you have few standard report available call "dashboard", you can check if good for you.

    You will see an option on top of screen of a dashboard : Schedule
    Then you can create a new schedule and defin when base on daily or weekly etc and time to send the dashboard and select the mail.

    I think can only be send to a user create in Zendesk, not to another email address, i dont try yet to send to someone else than me for now. But i can have a look.

    So please check if you got Explore and if defaut dashboard are ok for you and then can try schedule. And then ask if need more information :)

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  • Mathias Martinez

    Hi David, 

    I really appreciate your assistance.

    I followed your instructions but I am not finding the "schedule" tab, please see below what I can see on the Explore site:

     

    Thank you so much for all your assistance :)

     

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  • David Judenne

    So you are on the right page base on your second picture :)

    Base on this topic, schedule is not available on all license, but from Professional like you can see on top of this topic, can you confirm what is your actual zendesk license ? If match the schedule option ?

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