Adding live data and live filter widgets to dashboards

Return to top
Have more questions? Submit a request

9 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?

    0
  • 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:

     

    0
  • 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

    0
  • 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.

     

     
    0
  • 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

    0
  • Jihoon Lee

    Thanks Aubree!
    I am going to upgrade.

    1
  • Casey Keefe

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

    0
  • Rob Stack
    Zendesk Documentation Team

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

    0
  • 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!


    0

Please sign in to leave a comment.

Powered by Zendesk