Adding live data and live filter widgets to dashboards

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13 Comments

  • Sydney Neubauer

    Hey Zendesk,

    There is no mention on how you can restrict the filters so that the information does not need to load every time. Is this an option? Or do you need to set the filter every time it loads even after cloning it?

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  • Hannah Meier
    Zendesk team member

    Hello Sydney Neubauer,

    You can do this by adding a pinned bookmark to your dashboard. Bookmarks interact with both live and not-live dashboard filters. For more information on using bookmarks with live dashboards, please see this article:

     

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  • Sydney Neubauer

    Hey Hannah,

    Thanks for that documentation. Turns out there is an issue where the bookmarks aren't kept per tab. I have logged a ticket with Zendesk regarding this

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  • Jihoon Lee

    hi @Hannah Meier
    I'm on the explore Legacy plan.
    Can I use the live data and live filter?
    I can't find the menu.

     

     
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  • Aubree Rose Mia
    Zendesk Customer Advocate

    Hi Jihoon,

    Thanks for reaching out! Apparently, Live Data and Live Filter are only available to Explore Enterprise and Suite Enterprise and Enterprise Plus plans: Adding live data and live filter widgets to dashboards 

    Your Explore Legacy plan is identical in functionality to Explore Professional. If you wish to have this feature in your account, then you may need to upgrade your Explore plan to Enterprise.


    Kind regards,

    Aubree Mia | Customer Advocate

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  • Jihoon Lee

    Thanks Aubree!
    I am going to upgrade.

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  • Casey Keefe

    Hi Zendesk - Trying to add live data to a custom Explore dashboard (Professional), but not seeing the option. Any ideas? Thanks!

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  • Rob Stack
    Zendesk Documentation Team

    Hi Casey Keefe, you'll need Explore Enterprise to use live dashboards. Hope this helps!

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  • Casey Keefe

    It certainly does - thanks for the quick reply, Rob!

    Guess I was confused since "Professional" is listed on this page: https://support.zendesk.com/hc/en-us/articles/360022185054-Adding-and-arranging-dashboard-widgets

    Suggest maybe adding a note on that page that "Live Data" requires Enterprise or higher.

    Thanks again!


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  • Michael Rieder

    I am missing the feature to filter live data by team (not group) organisation and agent.

    Are there any plans to add such live data in the future?

    For example agents would like to see which team (organisation) and agents are online in talk.

    Furthermore it could be very useful to make visible who is at work if you consider a decentralized organisation and homeoffice oppurtunities.

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  • Elaine Hilario
    Zendesk Customer Advocate

    Hi Michael,

    Right now, you can check the section Live data filter widgets to see the available live data filters for each dataset there currently is.

    If you feel this would be a useful product feature for an upcoming update to Zendesk, I highly recommend creating a new post in our Zendesk Explore Product Feedback forum.

    Hope this helps! Cheers!

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  • Dougie Mckinlay

    Few questions for the new Live Data dashboard

    • Is it not possible to filter more than one at a time?
    • Will there be a tracker for previous 24 hours?
    • Is there an option to remove unrequired queues?
    • Will there be an option to show agent on call details with a timer? 
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  • Elaine Hilario
    Zendesk Customer Advocate

    Hi Dougie,

    Here are the answers to your questions:

    • Is it not possible to filter more than one at a time?
      - Yes, right now only one of the filters can be used at a time for each live data

    • Will there be a tracker for the previous 24 hours?
      - The previous 24 hours data already exist in the historic data in Explore. You can also find them within the pre-built dashboards already setup in Explore

    • Is there an option to remove unrequired queues?
      - The pre-built live dashboard behaves like any other Explore dashboard in that you cannot make changes to it but you can share itschedule it, or clone it to make your own customized live dashboard. Feel free to check the Overview of the Explore live dashboard article for more information on this.

    • Will there be an option to show agent on-call details with a timer?
      - There is currently no agent-specific data available in the Explore live dashboard apart from the total number of agents available to take a call. For agent activity, you can check the Live calls dashboard available within Talk.

    Hope that helps! Stay safe! :)

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