Working with the dashboard builder (Beta)

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57 Comments

  • Dave Symonds

    Also can i set the dashboard width - there seems to be less functionality compared to the original dashboard?

    3
  • Walter Bellante
    Zendesk Product Manager

    Hi Paola Rivera,
    thanks for your comment.

    We've listened to your feedback and we've just released historical data, time and data filters.

    Feel free to try them and share your thoughts.

    2
  • Sam

    Is it possible to export reports from the beta dashboards?

    The old dashboards had a hover-over icon to download csv/excel/pdf/image

    2
  • Walter Bellante
    Zendesk Product Manager

    Hi Jen C,
    thanks for trying the beta builder.

    As for the time filters, is it possible that the reports are linked to different datasets and the time filter doesn't belong to the same dataset?

    The ability to link filters across datasets and to exclude filters from specific reports will come before the GA of the beta builder.

    Here you can learn more about the upcoming features.

    I hope it helps.

    Regards,
    Walter

    1
  • Rick Marx

    Would it be possible to get global filters in the beta dashboard?

    For example, we have dashboards that have both widgets from the ticketing and the SLA dataset on them. We have data restrictions in place for the different teams and a filter for the assignees (ticketing and SLA, with no indicator which is which). It is currently confusing for users when having to use multiple data filters that show the same options and can't be used simultaneously.

    Or is there another solution for this perhaps?

    Additionally, as this is the highest level of our dashboard, we want to be able to simply share it with the different teams on their own level as well, which is currently not possible when needing multiple filters. I now need to copy the dashboard for every team and adapt every report manually, which brings up the issue of not being able to open them in a separate window which is very time-consuming.

    This, then brings up again a new issue, with several similar reports with similar names, once I want to add a new report to the dashboard I am unable to distinguish the different reports, it would be nice to have a tooltip when hovering that shows the full name of the report.

    It all works in the end, just wondering if I'm doing something wrong in my workflow causing it to be so time consuming, or if these improvements could be considered somehow.

    1
  • Joey

    You should remove the Drill In setup from this page, just like Dave I looked everywhere and couldn't find it. Had to look into the comments to find out it doesn't exist yet which is a giant pain and now have to rebuild the dashboard as this is a crucial functionality.

    1
  • Paola Rivera

    This is a great start. Way easier to work with than the existing Explore dashboard. I'd love to see a date filter to look at historical data, not just live data.

    1
  • Denise Sehlmeyer

    I have alerts set that work great when I'm in Edit mode, but the minute I go back to View mode they don't show.  In addition there is no save button (or way to save the live Messaging dashboard that I can find) and it says last saved 6 months ago, even though I made changes this morning? So how do I save?

    1
  • Tina Yates

    Hi,

    I had the same issue as Stephen  with regards to the text box issue and was advised to use Google Chrome.  I think Zendesk needs to be compatible with more than one browser as it is an international application and needs to be more accommodating.

    1
  • Walter Bellante
    Zendesk Product Manager

    Hi Harper Dane,
    thanks for your interest in the new dashboard builder.

    While Tabs are not currently available, they are planned to come before the product is in GA.
    You can find the full list of features planned here

    Thanks,
    Walter

    1
  • Harper Dane

    I'm not seeing any way to add dashboard tabs in the beta builder. Is it not possible at this time, or am I missing something?

    1
  • Tim Nagel

    It is currently not possible to export the content of a "Drill-In" 
    This option IS however possible in the old dashboards. 

    Without being able to export drill-in data, it seems kind of useless to me. I would highly appreciate if this option can be enabled the same way it is possible for the old dashboards.


    1
  • Justin Dyck

    Is it possible to disable the new responsive width feature? Honestly it works well, I just prefer to have a consistent width so that I can tweak the formatting and ensure it remains exact.

    1
  • Ray Van Voorhis

    Is schedule-sending reports to an email target on the roadmap for this beta?

     

    Loving it so far!

    1
  • Mistyamber Reynolds

    Is it possible to add tabs to the new dashboard builder?

    0
  • Jahn Bronilla
    Community Moderator

    Hey Walter Bellante, it's perfect! Thanks for the update mate

    0
  • Kelli Acosta

    UPDATE: Not sure what was stuck here, but ultimately, this issue resolved itself.

    Are there limits to the number of reports or other components that can be added to a dashboard? I'm not currently able to add more text boxes or reports. When I click to add them, nothing happens. I've got 34 objects currently (reports, text boxes, and filters) on my dashboard.

    0
  • Jack Petersen

    Why do we no longer have the ability to export data on the beta version of Explore? It is a very basic aspect of the existing Explore instance but doesn't seem possible on new dashboards. This is highly disruptive as we often have to export to Excel to put together data in the way we need. 

    0
  • Stephen

    Hi,

    Seeing Tina's comment is disappointing - I use Firefox and have noticed some strange occurences in Zendesk, but nothing as frustrating as the text issue. I have logged a ticket with Zendesk in relation to this.

    The other thing I would like to mention - the Alerts seem like an interesting feature, but is fairly limited.

    • It would be interesting if you could set multiple Alerts for a single report (ex. Open tickets >10 = yellow, >20 = red). At the moment, the Alerts feel very binary.
    • To go a layer deeper with that, it would be amazing to send an alert to Slack and / or via Email, if an Alert triggers with a link directly to the Dashboard.

    In general, live data doesn't feel very robust yet. I posted feedback on another thread on that topic: https://support.zendesk.com/hc/en-us/articles/4408843771546?page=2#comment_6283245757082

    0
  • Felix Malm

    Would be extremely helpful if i could add live data from multiple phone lines in the same dashboard as an overview. 

    For example we currently have customer service in Sweden, Finland and Norway. Centrally operated in the same place but if i choose live data for the swedish team it's not possible to view the calls for the norwegian or finnish team at the same time in the same live data dashboard

    0
  • David Zeplin (Olaf)

    When will this become visible, right now I do not see any beta?  I received announcement from Zendesk (Announcing drill in for the beta dashboard builder by Walter Bellante). 

    0
  • Walter Bellante
    Zendesk Product Manager

    Hello Jahn Bronilla,
    the ability to have filters working across datasets (Link filters) will come in the new dashboard builder in the first half of '24.

    You can learn more about all the upcoming features here.

    Regards,
    Walter


    0
  • Paul Fiorentino (he/him)

    Hello Colin Hutzan

    We currently are working on a bug fix that could be related to the issue you are facing.

    We will keep you posted as soon as the patch is released to ensure everything is working well on your side.

    Thanks a lot for your patience and sorry for the inconvenience,
    Paul

    0
  • Colin Hutzan

    Thanks Paul. Tables seem to be working now but reports with explosions are not.

    0
  • Viachaslau Skorbezh

    Hi Agnieszka Czajka

    When will Drill-In be available not only for agent statuses? When will Decompose be available? The main reason why we use dashboard builder (Beta) only for online statistics is that it is not possible to decompose the data (let’s say by ticket ID).

    0
  • Andrew Chu

    I'm having similar issues with creating and saving alerts like what was described earlier in Denise's comment on July 18. Please check and revert back asap

    0
  • Sigmund Domingo

    Hi John,

    Thank you! It seems to be working now.

    Here are the values for "All Time":

    And here are the values for the last seven days:

    0
  • Walter Bellante
    Zendesk Product Manager

    Hi Jen C,

    Meaning, can I just pull in all my existing reports into the new Beta Dashboards and essentially all I'm doing is adjusting the layout and dashboard filters rather than recreating all my current reports? 

    Yes, that's correct. All your existing reports can be plugged to the dashboards built with the beta builder.

    Will we be able to have tabs in this beta dashboard or essentially each tab is its own dashboard?

    Yes, you will. Tabs will be available before the GA of the beta builder.

    Regards,
    Walter

     

    0
  • Jen C

    Finally diving into this, is there a way to assign the filters to the reports. I added a time filter and I can't find a way to make all the reports adjust to the time filter like in our current dashboard. Is there a way to assign the time and data filters to the reports on the dashboard? 

    Also, I added a data filter and wanted to exclude something from my report. Is there a way to do that from the data filter? Or do I need to only exclude it in the report?

    Thanks! I've got a lot to convert over to this new dashboard.

    0
  • Ashley Moore

    Drill in function does not seem to work even with it enabled? 

    No ability to select all in filters or exclude option?

    No bookmark option?

    Time filter, rather than having separate ones for created, solved etc, can we not have an all, so for a whole set date range, all ticket actions.

    0

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