Setting a filter default state

14 Comments

  • Hillary Latham
    Comment actions Permalink

    To add to why this is a need, any dashboards I have mailed out also do not have any parameters.  It means I have to edit all my queries in all my dashboards to have the defaults I want to have emailed out.  

    3
  • Hillary Latham
    Comment actions Permalink

    Yes!  This is needed.  The default value for date ranges seems to be "all history" which isn't a very useful default date range.  I have 4 queries in my dashboard tab and they all have the same date range, and I have two attributes to apply the date range to, but the filter default is "all history".

    2
  • Chris Hall
    Comment actions Permalink

    Another +1 for this. Our organization finds the default "all history" useless for our regular metrics assessment.

    1
  • Joel Mayer
    Comment actions Permalink

    Yes please, we need this!

    How many times is someone loading a dashboard to look at "All history"?  That's for archives, not a Dashboard.

    1
  • Lance Mitchell
    Comment actions Permalink

    Agreed, this functionality needs added. Realistically, if you set the filters in the query then the dashboard should only allow what's been filtered out to display as well.

    1
  • Anthony Garcia Jr.
    Comment actions Permalink

    I'm not sure if this is what everyone's looking for but this may help:

    https://support.zendesk.com/hc/en-us/articles/360037527374-Explore-recipe-Taking-dashboard-filters-and-bookmarks-to-the-next-level

    Apply a filter then create a bookmark to save them. You can just set one "bookmark" for your dashboard's default filters and hide the widget afterwards. 

    1
  • Jürgen König
    Comment actions Permalink

    I'm not sure, if this helps anyhow. But I see this as an essential feature and not just a "nice-to-have" thing. In a heterogeneous zendesk environment (e.g. worldwide with each subsidiary having several support departments), you have a sea of forms, groups, etc. and the selection lists are endless and hardly possible to handle in a comfortable way. In summary: + 1 from my side.

    1
  • Chris Stock
    Comment actions Permalink

    Another vote for this functionality!

    0
  • Filiph Petzäll
    Comment actions Permalink

    Yes please, we need this! "all history" takes quite some time to load and is (almost) never the time-frame that one would want to look at. 

    upvoted

    0
  • Tod Kehrli
    Comment actions Permalink

    I thought I figured this out, but when I exited and reopened my dashboard the defaults were gone. Please add this feature.

    0
  • Srini K
    Comment actions Permalink

    Another +1 for this.  we need defaulting option for dashboard filters

    0
  • Matko Caja
    Comment actions Permalink

    So, anything new on this topic?

    I find it kinda frustrating not to be able to set a default data range... + what's the use of the scheduled delivery when I got all history at the beginning of the month than last month data range...

     

    0
  • Amanda Black
    Comment actions Permalink

    I agree. I just finished making a new dashboard and I set the dates as I did in insights and was not pleased to realize it doesn't save the set date ranges. 

     

    Any updates?

    0
  • Vincent Dollet
    Comment actions Permalink

    Hi Jürgen König, all, apologies for the belated reply on this thread.

    As mentioned by Anthony Garcia Jr., "bookmarks" allow you to set default values for each filters. Can you please confirm they are addressing your needs in that area? If not, would you be able to share the use cases where they currently fall short?

    Many thanks

    0

Please sign in to leave a comment.

Powered by Zendesk