Announcing external dashboard sharing with the Explore beta dashboard builder

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3 Comments

  • Tobias Hermanns

    Good enhancement!

    When will the E-Mail schedule be doable?

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  • This is a major step in the right direction for what's missing on the new builder, excited!

    The lack of bookmarks still makes this a potential issue, though. If a link was going to be sent to an external client for them to review things like SLAs or ticket closures, would that client then be able to get to other data that wasn't bookmarked? Or would we need to build out a new version of every report filtered at the report level for each individual client the links are being shared out to?

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  • Walter Bellante
    Zendesk Product Manager

    Hi Robi Robi Larsen (Envoy), thanks for your feedback about the external link sharing.

    If you are interested in sharing a portion of the data with an external client you can create a dashboard restriction and share it as an external link.
    Similarly to bookmarks, anyone opening the link will therefore see data filtered on the dashboard and won't be able to see data that is not supposed to be accessed.

    Dashboard restrictions are available in the "Access type" dropdown of the link-sharing modal.

    Regards,
    Walter

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