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Best practices for using dashboard filters



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Eugene Orman

Zendesk Product Manager

Edited Apr 23, 2025


7

35

35 comments

Hello, 

 

We need the option for “All History” specifically for Unsolved Tickets. 

 

I have clients with tickets unsolved longer than 24 months for business purposes. We have dashboards created for them to show them all unsolved tickets today. However, with these new dashboards- there is no way to see tickets further back to 24 months unless we do a custom filter every time. Also if I set a custom filter to go back to the oldest unsolved ticket, there is no way to set the end date for "today". I have to choose a day of the week, which means every day we would have to push the date back every time. or set it far out. But even then we'd have to remember to check the date filter once the end date passes. 

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+1000 to Colin's comment. I finally gave the new dashboard builder a try hoping that it would be more polished than the beta but this omission breaks my brain. Any kind of user testing should have validated the need to filter like this. 

This limitation and Decompose not being a thing  and a lack of ‘Quarter’ in the relative date filters in GA is incredibly disappointing. I'm going back to the legacy builder for now.

I try to stay positive with these releases but I am not convinced that Zendesk has any business setting an EOL for the legacy builder until its replacement is actually suitable for GA. Sorry Explore team, I know folks are working hard, but this release is just not ready for production use.

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I agree with Colin-Pierre Larnerd. He has all the relevant pictures. I also need to exclude with a filter rather than add the exclude option to every report. Is that an option to edit the filters to allow for excluding like in the legacy dashboards? 

Can we hide things on the dashboard like the legacy dashboards? I have a data filter that I hide on the dashboards in addition to the bookmark square as well.

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Thanks 8182020382746 !

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1266047938290  As far as I can tell, that section bears no correlation whatsoever to the new dashboard builder. It links off to a page discussing the old builder, and what's discussed there doesn't apply. There does not appear to be any way to have a date filter that applies to all tabs. Another way the new dashboard builder is worse than the old one.

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Hi! In the new beta Dashboards, there is no option to select all or exclude data in filters.

 

For example, I have a filter for Ticket organization name, but I cannot select all or exclude any.

The legacy dashboard allows me to exclude data in the filter: 

 

It's really important to at least Select All or Exclude data in the filters! When will this be available? Thanks!

 

4


Hello,

 

I'm using a new dashboard and when I click Time Filter in one tab, I see ‘Ticket created' and ‘Ticket solved’ are listed in Link filters. I only use the Support dataset in this tab. What does the portion in Link filters mean here?

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Hi,

 

How can you adjust the data filter in the new Dashboard builder? In the old Dashboard builder you were able to choose a display name, if multiple selections should be possible, different sorting options of the data and displaying the selected data. 

I cannot find any of these options with the new builder??

 

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Hello,

How can I exclude a report from a time filter when using the Beta Dashboards? I don't see any dropdown arrow as explained in this article:

https://support.zendesk.com/hc/en-us/articles/4408825695514-Time-filter-isn-t-working-when-I-choose-a-time-frame-Video

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Hello Ovidiu, I see that you have raised a ticket for this and since some of your concerns may require more information, we will get in touch via that ticket instead. 

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