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Bookmarking dashboard states with filtered views



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Erin O'Callaghan

Zendesk Documentation Team

Edited Nov 04, 2024


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15 comments

Hey,

Thanks that this is finally live.

 

Does it also improve the loading of the Dashboards? Do you have some numbers here?

I think it should be better because less data is requested when we access a Dashboard and have a standard filter, or?

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Walter Bellante

Zendesk Product Manager

Hello @Johannes Garske,

Thank you for your feedback and interest in filtered views.

 

To decrease the loading time of the dashboard, you can add a time filter. 

In the new dashboard builder, any time filter will initially load data related to the last 30 days.

 

If you want to further optimize the dashboard's initial load time, you can choose a smaller time frame and set it as the default using filtered views.

 

Regards,
Walter

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Hey,

it also seems like that the default filters are not working.

Each time i switch between tabs i have the standard setting there until i unclick the bookmark and then reasctivate it.

 

Could you please have a look at this?

 

Best,

John

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Walter Bellante

Zendesk Product Manager

Hello @John Garske,

Thank you for reporting the issue. I'm sorry to hear that you encountered this problem.
 

I'm happy to inform you that we have just resolved the issue with applying default filtered views when moving across tabs.
 

Best regards,
Walter

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Is there a plan for a similar function to classic builder where default filters/bookmarks can be hidden? I'd like to be able to pre-filter a dashboard in a way that is not adjustable for the viewer without having to clone and manually filter all underlying reports. 

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I like filtered views so far. I have two suggestions:

  1. Can we have a feature to rearrange the filtered views? Currently the recently created/edited view gets put on top. I'd like to be able to arrange them like I do with triggers.
  2. Can we have a feature to generate a URL for each filtered view? That way, teams that need different views can bookmark the filtered view they need so they don't have to keep switching views when opening the dashboard.

Thanks!

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+1 to Sarah Cullerton 

 

Walter Bellante 

We would not want the filtered views to be editable by the viewers of the dashboard. Can this be hidden? I know we have dashboards which extensively uses the hidden bookmarks across multiple tabs and losing this functionality or not having a workaround would be very problematic.

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Walter Bellante

Zendesk Product Manager

Hi Jay Krishnan and Sarah Cullerton,
thanks for your feedback about filtered views.

 

In the case you want to have filters that are not editable by viewers, I would recommend you look into Dashboard restrictions, as they allow you to filter across multiple tabs and maintain a single dashboard for different audiences.

Regards,
Walter

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Hello Walter Bellante ,

 

our current setup makes extensive use of bookmarks with hidden ‘Change Attribute’ widgets to switch between Daily/Weekly/Monthly reporting in the same dash. Is there a way to replicate this reporting experience with the new dashboard builder?

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Walter Bellante

Zendesk Product Manager

Hi Kostas Zioulis ,
we plan to rebuild the change attribute in the new dashboard builder, however, we don't have yet an ETA for it.

You can learn more about what features will be supported here.

Regards,
Walter

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Hey community, is it possible to have the scheduled delivery based on the views? 

For example: 
delivery view A, weekly, to X,Y, Z users
delivery view B, daily, to W, K, U users

Thank you in advance!

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Filtered view is not fixed. I've created, applied, and saved. The BETA Dashboard reverts to default. Releasing a version of a product, suppling 10 - 30 links for people to click through and referencing 5 year old documentation on a new product is frustrating in the least for users of your product.

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still getting error: 

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Walter Bellante

Zendesk Product Manager

Hi Patrick Beebe ,
it sounds like you are encountering some issues while using filtered views.

Please raise a ticket indicating what's not working so we can investigate the cause of the issue.

Regards,
Walter

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Are filtered views per-tab? How do I create a dashboard-wide filtered view? E.g., to have last-week/last-month/last-year views that apply to every tab.

I can understand why you'd want to have tab-specific filtered views, but there should be dashboard-wide filters as well.

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