Scheduling dashboard deliveries

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47 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
    Zendesk Engineering
    @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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  • 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
  • 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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  • 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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  • Dave Dyson
    Zendesk Community Manager
    Hi Tony,
     
    I don't believe there's any progress to report. For the best visibility to our product team, and to allow other users to weigh in and upvote, would you mind creating a post in our Feedback - Reporting and analytics (Explore) topic, using this template to format your feedback? Thanks!
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  • 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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  • Dave Dyson
    Zendesk Community Manager
    Thanks, Tony! 
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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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  • Dave Dyson
    Zendesk Community Manager
    Hi Omar, that's not currently possible. The workarounds would be to clone your dashboard, set each cloned version to the desired filter settings, and share those (admittedly inconvenient if you have a lot of team members). There is a product feedback thread on this, so I'd recommend upvoting and adding information about your use case to this thread: Set filters on Scheduled Dashboards
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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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  • 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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  • Judy Correia

    Is it possible to update an existing scheduled delivery to add/update users, update the delivery date and time and/or update the subject or message?

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  • Erin O'Callaghan
    Zendesk Documentation Team

    Hi Judy Correia, it sure is! I've updated this article with a new topic about how to update an existing scheduled delivery.

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  • Gab Guinto
    Zendesk Customer Care
    Hi Nikita,

    I'm afraid that is not possible. A workaround is to to create separate (duplicate) dashboards with different bookmarked time filters/ranges, and then set the same delivery schedules for these dashboard.
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