[Explore] Use current user's attribute as default filter for dashboard

7 Comments

  • Louise Dissing
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    Hi Nicolas,

    Correct me if I misunderstand you, but you automatically want your agents to see stats of the groups they belong to when they arrive at a dashboard, is that correct?

    My suggestion would be to create dashboards and reports specifically for your different groups and then only share it with those groups.

    #helpsome regards,
    Louise Dissing
    Team Lead @ helphouse.io

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  • Nicolas Dijkstra
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    Hi Louise,

    Your understanding is correct and I was looking for a way that would scale more easily than just having to clone my dashboards 10 times - I have 10 different groups that want to see exactly the same information about their tickets but I don't want them looking at other's stats.

    If I have to make change to any dashboard, then I would have to replicate it 10 times. That's really hard to maintain.

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  • Louise Dissing
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    Hi Nicolas,

    I hear you - how about creating a single report of ex. amount of tickets and reuse this on the 10 dashboards.
    If I'm not wrong, then you could simply update your report and it would have an effect on all 10 dashboards.

    Then you create a hidden filter on each of the dashboards that filter for the specific group? :-)

    #helpsome regards,
    Louise Dissing
    Team Lead @ helphouse.io

    1
  • Nicolas Dijkstra
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    Thanks Louise!

    This one looks promising, I'll give it a try

    Kind regards,
    ND

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  • Louise Dissing
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    Awesome - glad to hear! 

    Let me know if you get it to work! :-)

    #helpsome regards,
    Louise Dissing
    Team Lead @ helphouse.io

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  • Jeremy Holmes
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    This is still cumbersome and I have a similar issue that should be filtered by the user viewing it. We had a way to filter to current user on Insights Reporting. It seems this would be a logical option in Explore. 

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  • Jérémy Verbert
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    Hi !

    I agree with Jeremy (and not just because I have the same first name :)) : in a support team, I think it's useful to share stats and graphs about each user's activity, but not really advised to encourage competition or "cheating" by sharing user specific data with everybody.

    And having to create 10 dashboards to share the same reports seem to be an unnecessary overhead ...

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