Scheduling dashboard deliveries

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  • Juniper Education

    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?



  • 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!

  • 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?

  • Dane
    Zendesk Engineering
    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.
  • Ying


    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.

  • 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.


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