Understanding dashboards

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7 Comments

  • Xavier Chou

    Hello, 

    This is Xavier from Moshi. Before moving all the reports to "Explore", we're able to download customer's good and bad comments a specific assignee has received from a period of time. Can you teach me how to get the report or set it up, please? 

    Thanks in advance.

    Best regards,

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  • Elaine
    Zendesk Customer Care

    Hi Xavier!

    You can check on the Explore recipe: Display all customer satisfaction comments to create a query that will list all customer satisfaction comments.

    You can add further attributes in the Rows panel (aside from the attributes seen in the screenshot provided in the article) such as Assignee name, Ticket satisfaction rating, or Ticket solved - Date.

    Hope this helps! Cheers! :)

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  • Francois Spinnael

    Any reason why the default dashboard is giving a different result than when creating exactly the same dashboard with a self-made dataset?

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  • Krizzia Kaey

    I just created a new report but I cannot see it in my dashboard. How can I fix this?

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  • Hiedi Kysther

    Hey Krizzia Kaey,

    You can add your new query report to your dashboard by going to "Add" in dashboard customization menu and select what you wanted to add in your dashboard:



    You can select multiple reports at once. For more information, you can check here: Adding Reports to Dashboard

    Another trick to add your report to Dashboard is by clicking the down arrow in the Query report and selecting Add to Dashboard:


    I hope this helps! 

    Regards, 
    Hiedi Kysther

     

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  • Rajesh

    Hello Zendesk team, Greetings!

    This is Rajesh. My question is..

    Is it possible to migrate all the reports and dashboards from Salesforce to Zendesk with out losing data?

     

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  • Christine
    Zendesk Engineering
    Hi Rajesh, it is not possible to import external data into Explore to build reports. You can create reports using the data available to you in Explore datasets.
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