Dashboard Sharing with Others

Planned

67 Comments

  • Marcel Schader

    Bumping and upvoting this feature request as well, such a basic feature of almost any reporting tool, incl. Insights back then.

    5
  • Jonathan Goodwin

    Seconded! I have to send a daily dashboard update everyday to an internal listserv and it's really frustrating to do duplicative work. Kind of a no-brainer to add this functionality, but I do appreciate the complexities of the product and understand it's in beta.

    I suppose there is a workaround to my situation where I'd create a user with the listserv's email address, but I shouldn't be required to pay for an extra license to share info directly with my team.

    Hear! hear! to the the embedded dashboards. That'd be really handy for my team.

    4
  • Wesley Bowles

    This is crucial in my opinion as more often than not, the people I need to share reports with are not direct Zendesk users and requiring a paid license just to view the reports isn't scalable.

    4
  • Hayley Barber

    Bumping also - the internal stakeholders who need to see our monthly aggregate reporting don't need access to Zendesk, and like others, I don't want to double up on work!

    4
  • Vincent Dollet

    Hi Phil,

    We are making some progress with the development of step #1 above ("Being able to share access with individuals without requiring them to have a full Support seat"). I'll reach out to you email to see if you're interested in seeing the designs and share early feedback,

    Kind regards

    Vincent

    4
  • Vincent Dollet

    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
  • Vincent Dollet

    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).

    4
  • Chris Bulin
    Community Moderator

    We also used this functionality in Insights and it would be very helpful to have it again rather than exporting and emailing that information out by hand on a monthly basis.

    3
  • Joan Ling

    I want to be able to share reports with our management team who don't have access to Zendesk, this functionality would certainly make the process much quicker and efficient.

    3
  • Phil Shackleton

    I was told in December this was promised for Q1 2019. Can we get an official update please?

    3
  • Jeremy Heath

    @Vincent

    As long as the user whom we want to send to can be added to the system (he has an account) what is the harm. It is within the system so its secure.

    Even if you created a "report" account type (choose your own word) and we added that user as a particular type of user

    Or a tickbox "does user require reports", that would be fine and then they appear on the dashboard recipient list. So we can schedule to them.

    You could add it so that when the report is issued its added to their account and they can download it from there. But this requires work on their part and the people i have to send reports too dont have time to be messing about. They expect the report in the mail at a specific time. (maybe better having a backup solution accessible from their zendesk user account) so they can download x months of reports if they need to.

    Or allow their account to have a email transport address box where we can put a specific email so it gets sent to that email, which can be different from the domain and if we add a mail in that address box it shows on the recipients list.

    .....

    You need to forget about seats this has nothing to do with your pricing model.

    It has to do with our support model i.e. our customers not yours

    They expect us to provide reports on how we are providing support to them (nothing to do with zendesk)
    Our customers expect data from us, how many tickets their staff are creating, how quickly our techs are fixing the servers etc etc.

    So dont approach it from the perspective of are we trying to dodge Agent seats and lose Zendesk money, i can emphatically say NO we are not, we are trying to provide our customers the service they want.

    Zendesk is a tool for us that we use to provide that support

    ....

    Give us a page/section in the guide area (or a similar type section).

    Or add a reports page to the user profile when he logs in so he can view his report if he needs to, it won't be live but at least it's something. 

    I have to produce weekly and monthly reports that are emailed to the customer about our service we provide so you can imagine how much grief your system provides me atm.

    Please get this opened up in some form or other so i can send the reports direct to that customer every Monday morning and with a page to view so he can have a look at on Wednesday if he feels like it.

    Please remember not everyone uses Zen like you do, we certainly dont, i would imagine your superiors (in the support side etc) expect reports and i would bet they get them.

    So why would you restrict us from doing what our customer needs?

     

    And one final comment 

    Please remove the Explore logo advert from the dashboard mails, it's completely pointless for the people i send to, and it looks unprofessional for the level of people we send reports to. And why would you have an advert that only goes to Admins and Agents? doesn't make any sense.

    Hope this helps

    3
  • Jillian S. Arthur

    Ditto to sharing outside of agents and embedding. 

    2
  • Jeremy Heath

    Add me to this , ive made several posts already on needing this, if we could embed them into guide pages the customer can come and go as he likes to view his data

    2
  • Jeremy Heath

    @Zendesk

    Is there any movement on this?

    If i have a customer inside my desk, they are already registered with me .

    So whats the difficulty in me being allowed to send a report direct to that customer within my system?

    Its secure because they are within the system.

    I cant do it to Agents because my agents dont get reports.

     

    So currently i have to invite my account on the publish section then send the report to myself then save it to my pc, then use the company email system to send it to a customer... what a PITA

     

    Please just allow internal customers to be able to receive these reports

    2
  • Abilbao

    Hi,

    I think that it is interesting to have the possibility to share a Panel by a public HTTP URL. This way you can publish the "report" to everyone, put it in your Inranet/Internet Web page...

    2
  • Phil Shackleton

    Hi Jeremy,

    We were promised this feature at the time of signing a contract at the end of last year. We were told then it was due to be launched in Q1 2019. Can you please provide an update on this feature? It’s essential for us to be able to share reports with our clients.

    2
  • Tim Shannon

    Yes, I agree this would be very helpful for our org.

    1
  • Stassa Miller
    Community Moderator

    @JeremyHeath, please let me know how you are currently sending out your Monday reports?

    1
  • Jeremy Heath

    @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

     

    1
  • Tide Banking

    Would be very useful indeed. +1 for this future request.

    1
  • Stassa Miller
    Community Moderator

    @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
  • Vincent Dollet

    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.

    1
  • Joel Mayer

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

    1
  • Celso Rodrigo

    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.

     

    1
  • Nadine Lessard

    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!

    1
  • Richard McDonald

    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

    1
  • Leif Cederblom

    I 45th this request.  Need to share a dashboard with a client that is an end-user, but not an agent.  

    This seems like such a basic reporting functionality, and there is clearly a universal need.

    Export to Excel is not ideal as it requires extensive re-work in Excel to create a pivot table and such.

    When can we expect this?

    1
  • Vincent Dollet

    Hi Leif,

    Thanks for reaching out.

    As mentioned by Chris, we have launched an EAP that will enable you to create public or password-protected live links to any of your dashboards, and share them with anyone (or put them up on live monitors). You can read more information about that EAP here.

    In H1 2020, we will also be introducing the possibility to schedule dashboard snapshots with anyone.

    Kind regards

    Vincent

     

    1
  • Erica Sutherland

    I completely agree with this need/feature request. We have certain clients who need information as well as members of our engineering team who are requesting specific reporting that don't warrant a support seat. Even being able to download/export and then email is tedious- if certain dashboards could be scheduled to be emailed and viewable, and the actual dashboards be viewable in explore that would be hugely helpful. (To our CTO, VPs, Client partners, etc). They literally only need reporting. 

    1

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