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Creating Explore dashboards



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Rob Stack

Zendesk Documentation Team

Edited Nov 04, 2024


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7 comments

The fact that you cannot create dashboards on a growth plan, which costs $115 per agent, is ridiculous. 

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Could I create this dashboard and put available for agents?

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Christine

Zendesk Engineering

Hi Aline,

You can share dashboards with individual users or groups of users that have been added in Zendesk Support. Users you've shared with will receive an email invitation to view your dashboard.
 
When you share a dashboard with a user who has the Viewer role, they can see and interact with the dashboard. When you share a dashboard with a user who has the Editor role, they will have full access to the dashboard.
 
To share a dashboard
 
  1. Depending on where you are in Explore, start sharing by doing one of the following:
    • If you have the dashboard open, click the drop-down arrow next to Share and select Share.
      Explore sharing menu
    • If you're previewing the dashboard, click Share.
      Dashboard sharing in edit mode
    • If you're in the dashboards library, click the Settings () icon to the right of the dashboard's name and select Share.
  2. In the Share dashboard window, select the users or groups that you want to share the dashboard with. If you’re not sure which users are in a group, hover your mouse over View info to see up to 20 members of the group, organized alphabetically. Explore dashboard sharing menu - Link sharing off
    Tip: To stop sharing a dashboard with any user or group, simply clear the corresponding checkbox in this window.
  3. Click Invite.
 
Tip: You can schedule shared dashboards to be delivered on a regular basis. See Scheduling dashboard deliveries for more information.

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Can you please add a Save button so that most recent edits to a dashboard can be saved and published when changing to "view" mode. Should be an easy thing to add.

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Is there a way to share a dashboard with a group of users, but have it filtered so that each user only sees their own ticket history?

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Alex Zheng

Zendesk Customer Care

Hey Joey,
 
This is a feature that is available using the new beta dashboard builders, you can read more in the article here on how to do so!

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This is no where ready for prime time.   When you convert the dashboard it loses all scheduling, the filtered views are useless, and the filters that were hidden on legacy dashboard cannot be hidden.  I have links to multiple datasets and users have to select organization from each of them.  To make matters worse they are forcing all dashboard be migrated by July - I have 750 dashboards and without the above mentioned features they are worthless Alex Zheng 

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