Understanding dashboards

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12 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,

    0
  • 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! :)

    0
  • 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?

    1
  • Krizzia Kaey

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

    0
  • Hiedi Kysther
    Zendesk Customer Care

    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

     

    0
  • rajesh test

    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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  • Christian Hegemer

    Quick question here: Is there a limit to the number of dashboards that we can have with our plan? The reason I'm asking is that we would like to send out scheduled individual scorecards to our agents and would probably need to clone dashboards for that, which racks up the number.

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  • Gabriel Manlapig
    Zendesk Customer Care
    Hi Christian,
     
    Our document doesn't say about any limitations when it comes to the number of dashboards that you can create in an account. For reference, please see the article below:
     
    Explore product limits
     
    I hope that helps!
     
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  • Geoff Ludwig

    With having the Growth platform, my reporting is very minimal :(

    Can anyone provide some reports they could use to provide to leadership while on the Growth platform?

    Thanks 

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  • Ivan Miquiabas
    Zendesk Customer Care
    Hi Geoff Ludwig, 
     
    Thanks for reaching out! For Suite Growth, these are your only options: 
     

     
    Unfortunately, custom metrics is currently not available on Growth plans, not unless you upgrade the plan. Though you can utilize Pre-built dashboards.
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  • Geoff Ludwig

    That was my thought :(

    Thanks! 

    0

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