Explore recipe: Filtering reports by date with the new dashboard experience

What's my plan?

Suite

Professional, Enterprise, or Enterprise Plus

Support with

Explore Professional or Enterprise

In this recipe, you'll understand how to use Explore to filter multiple reports from the new dashboard experience.

This article contains the following topics:

• What you'll need
• Step 1: Removing any time filters from your reports
• Step 2: Adding a time filter to your dashboard
• Step 3: Excluding unnecessary filters from the report settings in your dashboard

What you'll need

Skill level: Beginner

Time required: 10 minutes

• Zendesk Explore Professional or Enterprise
• Editor or Admin permissions
• A dashboard with reports added

Step 1: Removing any time filters from your reports

1. Open your dashboard, then click Edit to open the edit page.
   
2. Click the name of a report from your dashboard > Click Edit in report builder to open that report.
   
3. From the left or at the top of your report, if you see any time or date filter applied with the icon: , click that filter > tick Select all values to remove the filtering > Click Apply.
   
   
4. Click Save to dashboard.
   
   
5. Repeat these steps to correct each remaining report in your dashboard.

Step 2: Adding a time filter to your dashboard

1. In your dashboard, click Edit to open the edit page.
2. In the top right, click + > Time filter.
   
   
3. Select Ticket updated.
   
4. Click the Time - Ticket updated filter you just added.
5. Under Link filters, add the type of data you are seeing on your reports.
   For example, if one of your reports is named Tickets: Solved tickets, add Ticket solved.
   If one of your reports is named Tickets: Created tickets, add Ticket created.
   
   
   Note: If you see duplicated values under Time - Ticket updated > Link filters, open each report in your dashboard and determine which dataset applies. For example, Solved tickets may exist under the Support: Tickets [default] dataset and the Support: Updates history [default] dataset. You will find the right dataset to select from the left corner of your report edit page.
   

Step 3: Excluding unnecessary filters from the report settings in your dashboard

1. From the edit page of your dashboard, click each report individually. 
2. Below Exclude from filters, select all filters that should not apply to your report.
   
   For example, if you report is named Tickets: Created tickets, exclude time filters you previously added and which do not apply to that report, such as Ticket solved and Ticket updated.
3. Take those same steps for each remaining report on your dashboard.
4. When you are satisfied with the result, save your work by clicking Publish changes.

For more information, see this article: Should I apply filters at the report or dashboard level?