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
- Open your dashboard, then click Edit to open the edit page.
- Click the name of a report from your dashboard > Click Edit in report builder to open that report.
- 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.
- Click Save to dashboard.
- Repeat these steps to correct each remaining report in your dashboard.
Step 2: Adding a time filter to your dashboard
- In your dashboard, click Edit to open the edit page.
- In the top right, click
+
> Time filter.
- Select Ticket updated.
- Click the Time - Ticket updated filter you just added.
- 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
- From the edit page of your dashboard, click each report individually.
- 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. - Take those same steps for each remaining report on your dashboard.
- 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?
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