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Exporting dashboard tabs and reports



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Erin O'Callaghan

Zendesk Documentation Team

Edited Dec 10, 2024


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10 comments

Hi there, is it possibile to schedule the export of a query?

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Erin O'Callaghan

Zendesk Documentation Team

Hi Alberto Gugel, you can schedule a dashboard, but not an individual query. (Although you could always create a dashboard with just one query, if you wanted!) For details, see Scheduling dashboard deliveries.

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Great! Very helpful.

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Hi There

Are these export options also supported in the new Dashboard Builder (beta) version?

oops - found my answer - https://support.zendesk.com/hc/en-us/articles/4438792937114#h_01FXTB5CNXQYT5K41A1PCMBQGH :)

Thanks :)

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Gab Guinto

Zendesk Customer Care

Hi Chad,

At this time, the export option are not yet available in the Beta Dashboard Builder. But the team is working on adding more features soon. Hopefully, this will include the options to export tabs and reports from the new dashboard builder.

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Hi,

Is it possible to export Explore reports via the API at all?

Thanks.

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Karen Beltran

Zendesk Customer Care

Hi Paul,

Unfortunately, this is not yet possible. You might want to check this related community post about this. 

https://support.zendesk.com/hc/en-us/community/posts/4409222585114/comments/4409227971482
 
For now, this is the only option.
 
Exporting dashboard tabs and reports. 

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Hello, this article last update was on  Dec 10, 2024, a month afther the new dashboard builder migration was announced. However, it turns out that export a single report from the Dashboard is yet not possible, and Drill in Option is not providing accurate data when using it (maybe a bug, but not reliable yet to be used). From Gab Guinto comment dated from 2022 I understand that this is an option the team were working on, do you know if this is actually something we should count with in the near future? We're missing a lot of features and the single export is widely used. Thanks!

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We lost the ability to export a report from a dashboard - in the new migrated dashboard. The export option is not showing on the widgets. Will this be updated before all migrated dashboards have to be migrated over? 

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Our team found it very helpful to export to PNG and PDF to show charts to customers but after migrating to the new dashboard platform the exports seem to mess up the images. On the dashboard when viewing it on the web, we can see all of the columns and data; however, when exporting to PDF and PNG (only after the migration) the data is cut off. Can we get more configuration for this (landscape versus portrait, etc.) to prevent this issue?

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