Sharing a dashboard with an individual

Completed

6 Comments

  • Vincent Dollet

    Hi Candace,

    Thank you for reaching out.

    Good news - we are currently wrapping up the development that will enable you to share dashboards with individual agents. So, in the coming weeks, you'll be able to share dashboards with any agents and / or Support groups.

    Once this is done, we intend to also enable you to share dashboards outside Zendesk as well as with light agents. I unfortunately do not yet have a firm date for both improvements.

    Kind regards

    Vincent

     

    1
  • Candace Alexandres

    That is great news, @Vincent! It seems odd that we won't be able to share with all agents, including light agents in the coming weeks, but I am happy to hear that light agents and external individuals are on the roadmap. 

    Cheers, 

    Candace 

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  • Natalie Ruhl

    Is there an update on this? From wrapping up 7 months ago?

     

    It would really be beneficial to be able to report outside of Zendesk to for example the exec team or product teams that don't use Zendesk.

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  • Vincent Dollet

    Hi Natalie,

    Apologies for not updating this post earlier on.

    We released last year the possibility to share a dashboard with individual agents (which was the primary request of this post).

    Next on our "insights dissemination roadmap" is:

    • Enabling you to share dashboards with non Zendesk agents
    • Enabling you to schedule a dashboard with individuals and/or non Zendesk agents

    I'll mark that post as "Completed". Don't hesitate to jump in this other topic to discuss sharing outside Zendesk: https://explore.zendesk.com/hc/en-us/community/posts/360004330728-Dashboard-Sharing-with-Others

    Kind regards

    Vincent

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  • Christopher Kenrick

    @Vincent


    Is there anything further on this, please??
    I have customers who I would like to get on to these reports, as part of a migration away from GoodData.

    Please advise as this was part of my reasons for moving on to Zendesk Suite.

    Thanks,
    Chris

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  • Vincent Dollet

    Hi Christopher,

    Thanks for reaching out. Here's an update:

    • Over the coming months, we are planning to enable you to share live dashboards with stakeholders who do not have a seat in Zendesk (ie. some of your colleagues, some partners etc.). To achieve this, you'll be able to create links which will be accessible publicly, or with passwords.
    • By the end of the year, we are planning to enable you to schedule dashboard exports to be sent out automatically to Support agents, Support groups and/or individuals outside Zendesk (represented by email addresses)

    Kind regards

    Vincent

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