Scheduling dashboard deliveries

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34 Comments

  • Bex Heenan

    Hi there,

    Is there a way to schedule a delivery which links to the dashboard itself, rather than an image/PDF, so that staff are reminded that an updated report is available, but can still use the interactivity that comes with accessing the dashboard?

    Thanks!

     

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  • Jon Daniels
    Zendesk Customer Care

    Hey Bex! You can paste the URL to the dashboard within the Message option on the Schedule delivery page when setting your scheduled delivery.
    This will give your users a way to navigate straight to the dashboard URL from the email that is sent (more details in the above article under 'Step 3')

    Hope this helps!

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  • Viktor Hristovski

    Hi all, if i schedule a delivery to an agent , will that email his primary email from his profile, or i can choose another email?

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  • Dane Adriano
    Zendesk Customer Care
    @Viktor,
     
    I have tested it directly on my end and Dashboard delivery can only be sent on the primary email address of a user. As it turns out, there's no option to send it to the secondary email.
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