Customizing dashboards with URL parameters

When you create an Explore dashboard, you can add filters that let the dashboard viewer control what information is shown in the report. For a list of the filters you can use, see Adding interactive dashboard widgets.

When you use the data filter, time filter, or dashboard tabs, you can additionally pass parameters into the dashboard by using commands in the dashboard URL. This can be useful when you want to provide an end user with a link to a dashboard where the view is set just how you want it. For example:

• You want to display report results for only specific ticket assignees.
• You want to show only results for a specific month to your manager.
• You want the dashboard to open on a specific tab.

Important: You must have shared the dashboard with a viewer before you can provide them a custom link.

If you want the same combination of filters to be shown to all users when they open the dashboard, use a bookmark instead. For more information, see Adding interactive dashboard widgets.

Use this article to learn how to use parameters in you Explore dashboard URL and how to give your viewers personalized links.

Creating a custom link to a dashboard

Use this procedure to learn how to generate a custom link containing parameters for a dashboard. The dashboard must contain one or more of:

• A data filter
• A time filter
• Multiple dashboard tabs

For a great recipe to help you create data and time filters, see Getting to know dashboard filters.

To create a customized link

1. From the Dashboards library in Explore, click the dashboard you want to link to. The dashboard opens in preview mode.
2. From the dashboard builder toolbar, click Edit. The dashboard opens in edit mode.
3. For each data filter and time filter on the dashboard, take the following actions (no action is required to enable dashboard tabs in the dashboard URL):
   • Click the down arrow in each filter, then click Edit filters.

     

   • In the filter properties, enable Promote as URL parameter.
   • When you are finished, click Apply.
4. From the dashboard builder toolbar, click the Share button, then click Preview. The dashboard opens in preview mode.
5. Try setting different combinations of your data filters, time filters, and tabs. As you change these filters, or choose different tabs, the URL to the dashboard will change in your web browser address bar.
6. When the dashboard looks how you want it, copy the full URL from your web browser address bar to the clipboard. You can now give this link to anybody you previously shared the dashboard with. When the viewer clicks the link, it will open with the data and time filters displayed exactly how they were when you copied the dashboard URL.

In this example, the following values were chosen:

• A tab with the ID 10605880 is displayed on the dashboard. Tabs are not included by name in the URL, but by ID number. You can discover the ID of any tab by clicking on it and examining the URL in your web browser address bar.
• A time range selected in the time filter from 19th September 2019 to 12th January 2020. No repeat pattern was configured.
• Data is restricted to only the assignee name "Rob Stack".

https://yoursite.zendesk.com/explore#/dashboard-builder/12121212/viewer/tab/10605881#assignees_name=Rob%2520Stack&timeFilterFrom=2019-09-19&timeFilterTo=2020-01-12&timeFilterRepeatPattern=no_repeat_pattern