Sharing dashboards

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17 Comments

  • Khoo Kok Cheong

    Hi Support Team,

    I am using Zendesk Support Professional and would like to share my dashboard with Light Agents. However, after I had set the Explore Default Role as "Viewer" and shared the dashboard to the Light Agents, they are not able to see the dashboard (showed blank page).

    Can you advise me?

    1
  • Bart

    @...

    Is there a way to filter dashboards / queries where they have been publicly shared. Sometimes we need to update the password when a business changes staff and they need to remove the option for that person to have access to it. 

    Would be great if there was a filter for it:

    0
  • Rob Stack
    Zendesk Documentation Team

    Hi Bart, I don't think there's currently a way to do what you want. However, I think it's a great suggestion so do consider adding it to our feedback section - https://support.zendesk.com/hc/en-us/community/topics/360001200913 Thanks!

    0
  • Edwin Schukking

    Hi Support Team,

    I am wondering the same thing as @... mentioned earlier. Any update on this?

    0
  • Dave Dyson
    Zendesk Community Manager

    @... and @... -

    I'm sorry to say that the ability to share Explore dashboards with Light Agents is only available at the Support or Suite Enterprise level:

    Giving agents access with Support Enterprise custom roles

    and see the Reports entry here: Understanding what light agents can do

    I can understand that this would be frustrating if you've paid for Light Agent access via the Collaboration Add-on, so it's probably worth bringing this up with your account manager, and/or submitted a post in our Support Product Feedback forum. 

     

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  • italerts

    Hi and thanks for elaborating on this.

    I think it is better to mention that in order to publish a dashboard, you first need to edit the dashboard and then from the Share tab on the top right side you can select to publish.

    Thanks

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  • Monica

    The automated emails that include a link to the dashboard are set to http rather than https which is causing some confusion with security. Are there plans to update these to https in the links themselves rather?

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  • Rob Stack
    Zendesk Documentation Team

    Hi Monica, thanks for this great feedback. I'm going to open this as a ticket as I'd like to bring it to the direct attention of the product team, Thank you, you should hear something from us soon!

    0
  • Vladimir Petrushenko

    hi @... what are the automated emails? Is this just the invite to view a dashboard after it was shared? Or is there a way to schedule a DB link to be sent? 

    Thanks 

    0
  • Monica

    When a dashboard is shared, the person receives an email. The email contains a button that says view dashboard. The link that the button directs to begins http

    0
  • Reshma Patel

    Couple of feedback items from us related to dashboard sharing 

    1. There needs to be a way to select all if we want to publish a dashboard to all groups. We currently have over 350 groups and having to select each manually is unreasonable for publishing out enterprise wide reports
    2. There should be a way to disable the send an email functionality. We do not want to spam all users with an email each time an enterprise dashboard is made visible, it should be optional whether or not we want to send the email. 
    3. The email that gets sent out when sharing a dashboard should be customizable.
    4. It would be great if we can share a report based on role. IE if we have agent activity report, we may want to share that with anyone that has an agent role, or if we have a CSAT report we may want to share that with a team lead role. 
    3
  • Kincy Clark

    What Reshma said ^^^ - i get a LOT of complaints (and questions) every time I share a dashboard, i end up spamming 100+ people 😟 . I'd be happy with an on/off switch. 

    2
  • Dave Dyson
    Zendesk Community Manager
    Hi Reshma -
     
    Would you mind adding your feedback to our Feedback - Reporting and analytics (Explore), using our Product Feedback Post Template 
    to format your input? Then others like Kincy can upvote and add their use cases as well. Thanks!
    0
  • Reshma Patel

    Kincy Clark - upvote here: https://support.zendesk.com/hc/en-us/community/posts/4412880919322-Explore-Dashboard-Sharing. 

    Dave Dyson I created a new post, but the format didn't make sense as it would have to split up all the requests, so I left that piece as is. 

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  • Dave Dyson
    Zendesk Community Manager
    Thanks Reshma!
    0
  • Mark Wiles

    I see that when I share a dashboard with a Contributor, the user in the Contributor role receives an automated email.  This is not a scheduled dashboard delivery, just a simple share.  Is there a way I can edit or brand that automated email to them?  Thanks!

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  • Dave Dyson
    Zendesk Community Manager
    Hi Mark, 
     
    Unfortunately, there's not currently a way to do that. If you'd like, please post to our Feedback - Reporting and analytics (Explore) topic, with as much detail as you can provide about your use case, so others can upvote and comment on your post. Thanks!
    0

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