Question
I have an Explore report that I want to share with people by email. How can I automatically email my reports?
Answer
To send automatic emails of your reports, add the report to a dashboard and schedule dashboard deliveries. When dashboard deliveries are scheduled, Zendesk automatically emails the latest version of your report to users.
Note: You can share dashboards with end users on Explore Enterprise. To enable sharing, add the user tag
explore
to the end-user profile.For more information, see the article: Scheduling dashboard deliveries.
6 comments
Lisa N
This is annoying. If I just want to schedule for a report to be emailed, why do I have to go through the steps of creating a dashboard? This is extra work and adds extra clutter to have another dashboard created for the sole purpose of scheduling an email.
3
Shawna James
Thank you again for taking the time to provide us with your feedback!
0
Ryan Newell
I agree with Shawna. I would like to have the option to share/email a single report if possible.
0
Shawna James
0
Raida Lopez
Hi! Does this not work on the report builder? I have a dashboard and see no option to schedule anything.
1
Kristin
I'm having the same issue as Raida, I have a report that was created with the report builder in beta mode and I can not find a way to schedule it for delivery. How can you schedule an emailed report from the report builder?
0