Explore: Emailing Customer Metrics Reports

Planned

6 Comments

  • Vincent Dollet
    Zendesk Product Manager

    Hi Steve,

    Thank you for reaching out.

    Good news - sharing & scheduling dashboards outside your Support organization is definitely high up on our priorities.

    Kind regards

    Vincent

     

    1
  • Stassa Miller
    Community Moderator

    Hi Vincent, has the sharing organizational dashboards option been created?

    0
  • Vincent Dollet
    Zendesk Product Manager

    Hi Stassa,

    We are currently working on the possibility to share live dashboards with public / password-protected links, which will enable stakeholders w/o a Support seat to access dashboards. I can't commit to an exact availability timeline, but we're looking at an EAP in Q3.

    We'll then be adding the possibility to schedule dashboard exports with individual Support agents, followed by the possibility to schedule dashboard exports with stakeholders w/o a Support seat.

    Kind regards

    Vincent

    0
  • Stassa Miller
    Community Moderator

    Hi Vincent, 

    What about stakeholders with a seat?  Clients (end-users)?  Is that also included in the dashboard share or are Explore reports being made visible to end-users?

    0
  • Leif Cederblom

    Looking for this same functionality.  How can I share a Dashboard with a client to show organizational performance stats for that client?

     

    Thanks!

     

    Leif

    1
  • Vincent Dollet
    Zendesk Product Manager

    Hi Leif Cederblom

    Thanks for reaching out. I see that you have already signed up for the "Sharing outside of Zendesk" EAP. Your account manager will be reaching out to you shortly re. access to the EAP.

    Kind regards

    Vincent

    0

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