Scheduling dashboard deliveries

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20 Comments

  • David Stalker

    Are there other {{brackets}} variables that can be added to subject line or message when scheduling sending dashboards? The only one I know of is the default {{dashboard_title}} but I'd like to be able to add day, date, or others if they're available.

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  • Eric Gao

    Hi David,

    There are currently two placeholders available for Explore dashboard scheduling:

    • title for the dashboard
    • date of the dashboard in the agent's timezone

    Thanks,

    Eric G. Gao | Technical Support Architect | Zendesk

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  • David Stalker

    Hey Eric,

    Any chance you can tell me what the date placeholder is?
    ‘Cause apparently, it's not {{dashboard_date}}

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  • Eric Gao

    Correction below -

    The two are: "dashboard_title" and "date" (with double curly brackets added).

    Thanks,

    Eric G. Gao | Technical Support Architect | Zendesk

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  • Mathias Martinez

    Hi team, I asked to obtain information on how to customize a dashboard and how to send it through email on a daily basis and was provided with this link, this is a task for a Zendesk admin and I am not and I do not have time to investigate and do it. Is there a team who can do it for me? 

    Thanks.

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  • Rob Stack
    Zendesk Documentation Team

    Hi Mathias Martinez, thanks for the question. You will need to have a word with your own internal Zendesk admin to se this up as we can't do this on your behalf (because of security issues). If you're Zendesk admin needs any help, we'd be happy to open a ticket on their behalf. Thanks!

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  • Mathias Martinez

    Hi Rob,

    Are you meaning that I should contact someone with admin right in my organization? I have admin rights but I do not have admin knowledge. Also we do not have Zendesk internal team. Can you please open a ticket for me? 

    Thank you,

    Mathias. 

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  • Rob Stack
    Zendesk Documentation Team

    Hi Mathias Martinez sure, ticket opened. We'd love to get this fixed for you. I'l sure you'll hear from someone soon.

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  • David Judenne

    Look Like Mathias want than Zendesk team create a personal report for him as he don't know how to do it. Rob it's something Zendesk can do ?

    Mathias, from my side I have to learn myself as was like you, don't know how use Zendesk 5 month ago and report is powerfull with a lot of option but not easy on begining if you want do something different from the default one.

    Do you check the defaut report available ? Maybe good enough for what yo want ? Define a schedule for send daily is very easy, you can setup that fast, make personnal report you need to invest time if you want something special. No easy to find help, I miss some kind of forum where we can ask question when need help on Zendesk because the way to ask a question on each topic is not really good for me. But still you can ask here and see if people can help.

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  • Mathias Martinez

    Hi David, 

    Thank you so much for your answer, you are right, I just want to receive a daily report on my email but I do not know how to do it and also unable to find someone in Zendesk who can walk me through it. Can you help me? where should I check or find that info?

    Thank you very much.

     

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  • David Judenne

    First need to check if you got Zendesk Explore, because maybe know only that one, but it's optional and not free. I don't know report available if don't use this module.s

    Then go to Explore and by default you have few standard report available call "dashboard", you can check if good for you.

    You will see an option on top of screen of a dashboard : Schedule
    Then you can create a new schedule and defin when base on daily or weekly etc and time to send the dashboard and select the mail.

    I think can only be send to a user create in Zendesk, not to another email address, i dont try yet to send to someone else than me for now. But i can have a look.

    So please check if you got Explore and if defaut dashboard are ok for you and then can try schedule. And then ask if need more information :)

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  • Mathias Martinez

    Hi David, 

    I really appreciate your assistance.

    I followed your instructions but I am not finding the "schedule" tab, please see below what I can see on the Explore site:

     

    Thank you so much for all your assistance :)

     

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  • David Judenne

    So you are on the right page base on your second picture :)

    Base on this topic, schedule is not available on all license, but from Professional like you can see on top of this topic, can you confirm what is your actual zendesk license ? If match the schedule option ?

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  • Paul Strauss

    Is there a way to schedule PDF deliveries of ALL of the tabs in a Dashboard, or do I need to break my Tabs into separate Dashboards in order to ensure that all data is sent to recipients?

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  • DJ Buenavista Jr.

    Hi pstrauss,

    Thank you for reaching out to Zendesk Support.

    In regards to your concern, you don't need to break down your tabs in your dashboard to send them separately. The dashboard will be shown as Page 1 = Tab 1. and will continue depending on how many tabs you have in your dashboard.

    Thank you!

    Kind regards,

    DJ Buenavista Jr. |
    Customer Advocacy Specialist |

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  • Jessica Manipon

    I have a clarification about hourly reports.

    We can schedule "Hourly" and then select "0 minutes past the hour", "10 minutes past the hour", etc. 

    Does that mean at 12:20 PM, for example, the dashboard sent is as of 12:20 PM or as of 12:00 PM? 

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  • Cheeny Aban
    Zendesk Customer Care

    Hi Jessica,

    When you select 10 minutes past the hour. The dashboard will be sent 10 minutes after the hour. So if the time is 12:00PM, the dashboard will be sent at 12:10 PM, 1:10 PM, and so on.

     

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  • Jessica Manipon

    Hi Cheeny,

    Yes, I understand that. I am asking about the data being sent. If I receive a report on 12:10 PM (the schedule is set hourly, 10 minutes after the hour), is the data as of 12:00 PM but sent at 12:10 PM or is the data as of 12:10 PM? The reason I am asking is because there are times when the data within the emailed report is different from the dashboard when accessed via browser.

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  • Cheeny Aban
    Zendesk Customer Care

    Hi Jessica.

    The data refresh would depend on your Explore Plan. Explore Lite data updates once a day at midnight in the timezone of the account. Explore Professional and Enterprise data updates one hour after the most recent update. The update time is randomized within the hour and in some cases might take up to two hours to complete.

    The data would be whatever is synced at the time of the delivery. For Explore Professional and Enterprise, since the sync is randomized within the hour, there is a possibility that the data that you would see on the report may be different on the dashboard. Data sync may take longer if huge data is being processed.

     

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  • Abigail O'Connor

    Is there a way to schedule delivery of just one tab?

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