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Adding interactive dashboard widgets



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Rob Stack

Zendesk Documentation Team

Edited Jun 21, 2024


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@... - did you ever get an answer to your question? That's exactly what I'm trying to do right now.

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Matt

Zendesk Customer Care

Hi Joshua!

Limiting attributes to preselected values should be doable by utilizing sets. When creating a dashboard data filter using a set as the data filter column, only those attributes in that particular set will show up in the dashboard to be selected.

Follow along this documentation below to create sets.

https://support.zendesk.com/hc/en-us/articles/360022184334#topic_fsd_gw1_fv

Matt - Customer Advocate

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It doesn't look like the time filters include any of the Initial Rating metrics from the Ticket Updates dataset. Example: Bad Initial Rating.

I added a new time filter to the dashboard and don't have that as one of the options. Am I missing something?

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Can anybody explain the "Cascade prompts" option? I don't understand this:

  • Cascade prompts applies the data filter to other filters. For example, if you are using two separate data filters for Ticket Tags and Ticket ID, you can check Cascade prompts, so when a viewer selects a tag, only the ticket IDs for that tag will be available.

I've noticed that when I choose this option in the data filter options the "Permanently Deleted" option disappears from the list of dropdown options. I also don't fully understand "Permanently Deleted" -- I think this means the value no longer exists as an option in the dropdown (it was deleted) but historical tickets remain with that now deleted option selected.

Can anybody explain the "Cascade prompts" option and if/how this is related to the "Permanently Deleted" dropdown option. TYSM

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Dainne Kiara Lucena-Laxamana

Zendesk Customer Care

Hi Ronald

You are correct that the "Permanently Deleted" is for the deleted value.

 

 

So the main reason why it shows "Permanently Deleted" when you choose the "Cascade" filter, is that your tickets that populate in the report may have deleted values. From there you would have the option to exclude it from the report & only active values would be loaded. 

To further explain the cascade option, for example you have a data filter for it to only show tickets with the tags a,b,c,d,e & the ticket Ids from 1-100. If you click on the cascade option for ticket tag D, it would then only load the ticket ids that have the ticket tag D. 

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I would like to add a report to a dashboard and make it so that on Mondays, the dashboard shows the stats from the previous week. Is it possible to automate this?

I tried adding a time filter on the dashboard to manually select the date range, but when I select them, looks like it's not applied.

Any input is appreciated, thanks in advance.

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Rebeca you'll need to change your time filter to last week and then add a bookmark and pin the bookmark for last week to "stick" for your deliveries. Pinning the bookmark makes it the default state of the dashboard. You can also hide the bookmark and/or time filter if you want.

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When selecting the attributes for the change attribute widget, the attribute options appear to be limited (maybe by the attributes currently in use by the reports on the dashboard?). How do you add additional attributes to the widget?

Is there a way to limit the reports that are affected by the change attribute widget, in the same fashion as the [exclude filters] config on reports?

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Gab Guinto

Zendesk Customer Care

Hello,

Yes, the selection is limited to the current filters applied at the report level. An attribute will only show up in the list if it's applied as filter to at least one of the reports added to the dashboard. A change attribute will allow you to switch the original filters added to the report to another attribute filter.

And, yes, you can configure a report widget to exclude certain change attributes also via the Exclude filters menu.

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Is it possible to have the  same time filter across multiple tabs and also have a default time filter set across all the tabs?
So for example - if a view opens any of the tabs he will get last 30 days data filtered but if he changes that filter in any of the tabs - it will affect all other tabs as well?

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James G

Zendesk Customer Care

Hello Efrat,
 
Yes, you can easily filter across multiple tabs by copying the same dashboard filter from one tab and pasting it to other tabs within the same dashboard. For more information on this feature, please refer to this helpful guide - Filtering results across multiple tabs.
 
Additionally, you have the option to set a default time filter for all your dashboard tabs by adding a bookmark widget to each tab within the same dashboard. By doing this, whenever you open the dashboard, all of the tabs will be filtered based on the bookmark that you have set in each of the tabs you have. You can find detailed instructions on how to do this here - Working with dashboard bookmarks.

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I'm attempting to create a data filter based on Requester Email address, however the filter appears the show every requester email, which isn't what I'm looking for. Is there a way I can limit what emails populate in that filter? Perhaps by email domain, requester organization etc? Thanks!

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Hi, thank you for the article! Will the Copy Paste of the Time filter also be available in Explore Beta? Is there a way we can have one Time Filter across multiple tabs? Thank you in advance

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