Scheduling dashboard deliveries

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64 Comments

  • Steven Hampson

    Hi there, 

    Is there any plan to make it possible to schedule reports, without adding them to a dashboard

    I get a lot of requests for individual reports, and don't want to create a dashboard containing just one report every time. It seems like you should be able to schedule a single report. 

    Many thanks, 

    Steven. 

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  • Ying

    Hi,

    If I want to get a time frame from last Friday till this Friday, and schedule the delivery every Friday, how should I set it up? Any insights on how the date frame works with the schedule function would help a lot. Thanks.

    1
  • Viktor Hirstovski

    Hello Amit, we are exporting dashboards as tables from Zendesk explore into an email and then use microsoft flows for automation, whenever an email arrives, it sends it to an SFTP server where we import the data into our data warehouse. 

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  • Gabriel Manlapig
    Zendesk Customer Care
    HI Amit,
     
    At this stage, exports from Zendesk Explore are limited to email and direct download only - we do not provide an SFTP/FTP service that would allow you to access a remote server to retrieve your Explore data. If you were looking to schedule reports to be sent on a regular basis, then the only option at this point in time would be to export these to an email address and store the exported data somewhere that Power BI can access.
     
    I understand that this would likely be a manual process and is not ideal, but I would encourage you to create a new post in the Explore Product Feedback topic in our community to engage with other users who have similar needs and discuss possible workarounds. Conversations with a high level of engagement ultimately get flagged for product managers to review when they go through roadmap planning. I hope this answers your question. Thank you!
     
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  • Nikita Kadri

    Hi Team

    Is there an ability to set up multiple schedules but for different time ranges in the same dashboard? Tried doing it with bookmarks but it doesn't work well. For example if we wanted the same dashboard to be delivered on a Monday with previous week data, and with MTD data and YTD data, how do we set schedules so all 3 reports can be obtained? There is a time filter in the dashboard but the time range stays the same across the 3 schedules.

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  • amit chinchane

    Can we schedule report/dashboard to be sent to a folder on SFTP server?

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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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  • 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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  • Omar

    @...

    There is an article I read on here, about editing the filter to use 'Promote to use a URL Paramter'

    I followed the instructions, shared the link, doesn't work

    is that article wrong or redundant?

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  • Viktor Hirstovski

    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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  • Giuseppe
    Zendesk Customer Care

    Hi Tolu,

     

    Based on my test, it looks like the end-users are not added right away in the list of recipients, even after adding the 'explore' tag to their profile. However, if you try to search for their name/email in the Select Recipients screen, you should be able to see them, or if you wait for a few minutes/refresh your page a couple of times, they should show up.

     

    Hi Cesar,

     

    Just want to provide a correction here. The delivery date is set per specific date in Explore, so if you set it to 31st, then it will only be sent for months with 31 days. See this article for more information - What happens if a scheduled dashboard delivery is set for the 31st?

    Unfortunately, there isn't a way to set a "last day of month", so you will have to set the delivery to 28th of every month to ensure consistency. Our Product Team has already been made aware of this limitation, but at the moment, there isn't any timelines/concrete plans about this feature being added soon.

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  • Brett Bowser
    Zendesk Community Manager
    Hey Steven, 
     
    This is something our Explore team wants to implement into the new report building experience they are currently working on. Check out our PM's recent comment here for more information: Sending a Scheduled Query in Explore
     
    Hope this helps!
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  • Omar

    Iwant to send dashboard out, weekly, filtered to an individual assignee name (and each team member, have that same dashboard, filtered just down to their name)

     

    Can this be done?

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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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  • 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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  • Abbey O'Connor

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

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  • Dane
    Zendesk Engineering
    Hi Abed,
     
    Your concern will require an in-depth investigation. I have created a ticket for you. Let's continue our conversation through the email I sent.
     
    Cheers,
    Zendesk | Customer Advocate
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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

    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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  • 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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  • 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. However, if you set the 31st of every month as your delivery day, and there are not 31 days in a month, then the email delivery will be skipped that month in reference to this article: https://zdsk.co/3kR83il 

    Best,
    0
  • Stephen Belleau
    Community Moderator

    Hey Ying!

    Try setting your dashboard date filter to "from 7 days ago to end of today". Then when you schedule the delivery at end of day Friday, it should give you that 8-day week of last Friday through today Friday.

    0
  • Gab Guinto
    Zendesk Customer Care
    Hi Gerald,

    This is not possible at this time. All recipients of a scheduled delivery will receive a copy of the same data, based on the default filters/pinned bookmark. There's no option yet to have dynamic bookmarks for reports that adjust the filters based on the recipient or user currently viewing the report. If you have time, I would suggest that you upvote or add a comment to a related feature request thread here: Request to get 'Variable filters' working in Explore. Based on the most recent update from Product on that thread, dynamic filters will be available soon in Explore dashboard, but it may take longer for this to be available for scheduled deliveries. If you can add more details about your use case, then that would really be helpful for Product as they go through the planning for this feature. 
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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.

     

    0
  • 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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  • Tony

    Hello,

    I wanted to revisit the case Cesar Jimenez (https://support.zendesk.com/hc/en-us/articles/4408843602714/comments/4412484001050) raised a while back where it was not possible to schedule a report to be sent at the end of each month regardless of the number of days for that month(28,29,30,31).

    Is there any progress on that and can we expect such enhancements in the near future? The need to change the report scheduling each month to align with the last day to get the monthly reports is very inconvinient.

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  • Gabriel Manlapig
    Zendesk Customer Care
    Hi Taysha,
     
    As of the moment, we don't have any timeline for when it's going to be released. It might take until the end of 2023 for it to be ready for the GA. I would suggest following our Zendesk updates here

    I hope this helps. Thank you!
     
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  • Cesar Jimenez

    @... 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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  • Marco
    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! 
    0
  • Tony

    Hey Dave,

    Thank you for the feedback! I created a new feedback post to be evaluated by our product team - https://support.zendesk.com/hc/en-us/community/posts/4913485964314-Feature-request-Support-for-end-of-month-schedule-date-of-dashboards 

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