Dashboard Sharing with Others

Planned

54 Comments

  • Stassa Miller
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    @Vincentdollet, Are any of the options available right now?

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  • Jeremy Heath
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    @Stassa Miller

    Currently i created a group to send the email to, then i have explore auto send to that address at the time i need.

    Then i have forwarding setup in that mail account so it bounces it to where i need it to go

    I cant remember exactly but some kind if customer = x and title = report then forward type logic in the email account

     

    Vincent was kind enough to mention some of the changes that are coming to this feature and we are looking really good on this feature going forward.

    I wont go into the details as its not my place to say.

    Jeremy

     

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  • Vincent Dollet
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    Thank you Jeremy for sharing your workaround!

    Update on our end - we're currently working on enabling you to share live dashboards via public or password-protected links. Once done, anyone with the link (& password when password-protected) will be able to access the live dashboards (caveat: we're respecting IP restrictions that may be configured on your Zendesk instance). I can't officially commit to an exact availability timeline. However based on our current velocity & priorities, I do hope we can launch the EAP in the course of Q3 (indicative timeline).

    We'll then focus on the ability for you to schedule dashboard exports with individuals (with Support agents or email addresses). Timeline still TBC.

    Thank you for your continued patience 

     

     

    4
  • Tide Banking
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    Would be very useful indeed. +1 for this future request.

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  • Stassa Miller
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    @Vincent

    Are we any closer to:

    Sharing dashboards with a single end-user or
    groups of end-users that are added in Zendesk Support? vs. Groups only containing staff?

    The users who have been permitted to view the customized or pre-built
    the dashboard will receive an email invitation to see the dashboard in Guide secured by domain name?

    1
  • Ayal Kellman
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    Waiting eagerly for the ability to share live dashboards with people i.e. management who don't have Zendesk users accounts. (Live dashboards so they can play around with filters and date ranges...)

    Thanks!

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  • Vincent Dollet
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    Hi Stassa and Ayal, we're currently working on a feature that will enable you to share interactive dashboards with stakeholders who do not have a Zendesk seat. You'll be able to share with them a URL, which they'll be able to browse directly. Note that if you've configured IP restrictions, we'll be enforcing said restrictions.

    Stassa - can you please clarify your use cases?

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  • Stassa Miller
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    Hi Vincent, 

    We do have internal users who do and do not have a Zendesk end-user account, who need to be provided the URL to access dashboards.  We also have client executives that do and do not have Zendesk end-user accounts. 

     

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  • Vincent Dollet
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    Hi Stassa, thanks for the add'l context. With the feature we're working on, you'll be able to share online interactive links with your internal users & client executives. 

    Being able to embed dashboards in Guide is under discussion, however we do not have a timeline yet.

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  • Cameron D.
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    + 1 to all this, basically — super important for us to give access to sales and account managers who want to be able to report on some basic metrics for their customers but aren't giving support through Zendesk. Looking forward to an EAP!

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  • Lateefat Alaka
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    It would also be quite helpful to our Organization.

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  • John Shirley
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    Very eager to see this new feature as well!  

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  • Amardeep
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    Would like to have this feature ASAP

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  • Joel Mayer
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    +1 to access for client executives, stakeholders, and internal staff without a ZD seat.  

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  • Celso Rodrigo
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    Full support for the ability to display a dashboard via a URL, we have a video wall with several large screens, and use these to display metrics to help identify issues quickly and to keep staff informed.

    The url option is ideal, as we run a browser in kiosk mode on each screen, this is done to automate the video wall completely and reduce the need to interact with each display.

    Desperate to get this feature as using a agent license for each screen is ludicrous. Ideally a "dashboard" license would make much more sense.

     

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  • Vincent Dollet
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    Dear all, we're making good progress with the development of this feature, which we are planning to launch in EAP within the next couple of months. Once released, you'll be able to create a public/password protected link, and share it with anyone (assuming they connect from the IPs that are allowed to connect to your Zendesk instance).

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  • Nadine Lessard
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    On our side, we need our dashboards to rotate on a standalone screen/laptop so everybody can see their current numbers + management when walking by. Thanks!

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  • Vincent Dollet
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    Hi Nadine, thanks for sharing your use case. We're considering to introduce an automatic rotation between each tabs in a dashboard. Can you please confirm this will address your needs?

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  • Nadine Lessard
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    Hi Vincent, it may, but currently, we are running on 3-4 different dashboards, not tabs, so we can see dashboards from other softwares as well. Rotation between tabs would still be great.

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  • Richard McDonald
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    I definitely would love to see this added but would also add that the root cause of this issue is that we are not able to effectively manage end users with anything other than organizations. This is not ideal when you work in an environment with logical segmentation of users but all exist inside a single identity provider. 

    If we could just have the ability to organize end users more effectively (groups), I think features like this would be an easy add.

    Along the line of this feature, if you had more end user manageability we could also easily manage what forms certain users could access instead of having to hack it with JavaScript in the help center.

    Please push this feature forward but also consider more end user manageability as well

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  • Jeremy Heath
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    @Richard

     

    I would still like to see Sub-Levels to Orgs so I can separate humans and servers from the same Org.

    But hey, if we can get dashboard sharing its a start

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  • Joseph Topasna
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    +1

     

    100% interested in seeing this feature soon.

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  • Nanna Aabentoft Tygstrup
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    Vincent Dollet - a couple of months have gone by now. Is there a new ETA on this feature?

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