Scheduling dashboard deliveries

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28 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.
    Zendesk Customer Care

    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

    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

    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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  • Anton Verhelst

    Hi,

    I have an FTE report/dashboard that reports on solved tickets per channel with an assignee name filter.

    I'd like to set up daily scheduling so each of my agents receives a personal report. So do I have to clone the dashboard and set a bookmark for each agent and set up scheduling per dashboard

    or

    can I use the 1 dashboard and set multiple schedules, each with a different assignee name in the filter?

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  • Marco Malbas
    Zendesk Customer Care
    Hi Abigail, to answer your question, no there would be no way to schedule the delivery of a single tab. Scheduling the delivery of a dashboard will always be at the dashboard level, and can't be done by tab. 
     
    As per your question, Anton. Each scheduled report will have to be a separate dashboard. Of course, this would be in you do not want agents to see the data for other agents which would only require you to create one report where all agents are listed. In this case, where you want a single scheduled report for each agent, it will have to be separate dashboards. 
     
    Hope this help! Cheers! 
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  • Jorge Moreno

    Hi!! If I schedule a report to be sent monthly on the 31st, will it automatically send it on end of month on shorter months, or will this cause the scheduled report to not be sent? Thanks!

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  • Josh
    Zendesk Customer Care
    Hi Jorge!
     
    Thank you for messaging us. 
     
    If you set the dashboard delivery by monthly, then the report should be delivered by end of the month every 30th or 31st. The report should always be sent based on the schedule.
     
    Best,
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  • jeongsoo park

    Hi, team

    I had scheduled a report to be sent every day 6:30.
    Since last week, I received e-mails normally on weekdays, but not on weekends.
    It doesn't before, but the issue has occurred since last week.
    By any chance, is Explore's schedule affected by Support's schedule?
    or is there any other reason?

    Thanks

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  • Josh
    Zendesk Customer Care
    Hi 박정수,
     
    Thank you for messaging us. Explore is affected by the timezone in Support settings but the time depends on the schedule on Explore:
     

     
    I would highly recommend checking if the timezone on your account was changed if the Explore scheduling was not touched.
     
    Best,
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  • Tolu Sodeyi

    Hi, 

    I'm trying to schedule a delivery to an end user and i can't find their names in the list.

    I have followed the instruction that says "If you're using Explore Enterprise and want to schedule dashboard deliveries to end users, you must first enable this for each user by adding the explore tag to their user profile" and I have confirmed that my Zendesk is on Enterprise plan and Explore is Legacy

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  • Cesar

    Josh following up on Jorge Moreno I have a dashboard that its scheduled delivery is set to Monthly and since I have to pick a day, it is configured to the 31st.  As yesterday was the end of the month, I expected the dashboard to be delivered, but this was not the case.

    How do we ensure or configure the delivery to be sent on the last day of each month?  I shouldn't have to set deliveries for the 30th as well, and 28/29 in the case of February.

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