Working with dashboard bookmarks

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11 Comments

  • Joel Hellman

    Can you please clarify whether saved (pinned) bookmark filters are applied when doing an external share of an Explore dashboard?

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  • Gab Guinto
    Zendesk Customer Care

    Hi Joel,

    Yes, bookmarks will be applied to the dashboards sent to external users/end-users via scheduled deliveries or shared thru an external link.

    1
  • Suelem Oliveira
    Zendesk Customer Care
    Hello Rich!
    If you don't want to share the filters across tabs but want to keep the current state of each filter you have selected in each tab, then you will have to bookmark each Tab separately.
    It should work as expected when bookmarking each Tab!
     
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  • Zendesk Team

    The bookmarks DO NOT work across multiple tabs, despite having Enterprise Suite and using live data filters. The live dataset is buggy and short of a lot of useful data

    1
  • Suelem Oliveira
    Zendesk Customer Care

    Illation Zendesk Team!

    I would like to investigate this further for you, so I am creating a ticket for this comment and you can provide me with some extra information there.
    -1
  • Conny Svanberg

    We are also experience problems where a time filter bookmark affects only one of the tabs...

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  • Anne Ronalter
    Zendesk Customer Care
    Hello Conny,

    I am sorry to hear that you are experiencing issues where the time filter bookmark affects only one of the tabs. To investigate further, I will open a ticket for you and reach out via Email.
    -1
  • CJ

    I can confirm the same issue, since we started using Explore 2 years ago. I've been confused by the existence of "do not share across tab" because no filter ever has shared across a tab. 

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  • Kalle Windefalk

    Having the same issue here with bookmarks not being applied on some tabs. They reset when I switch between them and/or close the browser and go back in

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  • CJ

    Update: 
    Support has confirmed that the documentation is worded in such a way as to be hard to get to the correct outcome.

    "Share across tab" does NOT "work across all of your dashboard tabs", it only works on tabs with the exact same filter as the one that you just set up. If I have a time filter  for Tickets Solved on Tab 1, it will not apply to Tabs 2-5 unless they also have that same filter on it, and the box "do not share across tab" is not ticked on the filter on tab 1. 

    This is not at all what the text conveys, so I'm not surprised I wasn't the only one posting here confused. 

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    • Erin O'Callaghan
      Zendesk Documentation Team

      CJ I've updated the Using bookmarks across multiple dashboard tabs topic in this article, along with the Using filters across multiple tabs topic in the Best practices for using dashboard filters article, to clarify how to get filters to work across multiple tabs.

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