Explore recipe: Using bookmarks to filter live dashboards

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2 Comments

  • Juan Cabrera

    How do you use this method to then send these reports via the scheduler?  Is there a way to do that instead of having to go into Zendesk Explore directly?

     

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  • Taylor Bowser
    Zendesk Customer Care

    Hi Juan, 

    Thanks for reaching out! Scheduled dashboard deliveries will reflect the default bookmark upon delivery. In order to make a bookmark the default filtered state you will need to pin it upon creation. All of this will need to be done within the edit dashboard mode in the Explore UI. After these changes are published the default (pinned) bookmark should be reflected within the next schedule delivery. 

    If this isn't quite what you're looking for let me know and I'd be happy to take another look!


    Best, 

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