Set filters on Scheduled Dashboards


  • Christopher Rome

    Yes, this is a feature we need. On insights, with one dashboard, we are able to schedule a delivery for the current set of filters which include agent groups, different time frames, and different organizations. Our use case is that each organization needs the same dashboard, but they should only be getting their information. What makes it easy for our managers for scheduled pre-filtered dashboards is that the image/pdf is already generated and in their email to download and attach to a report. It also serves as a reminder for them to attach the dashboard to their report. 

  • Sarah Ichord

    We also need this feature - as we have some fields that we filter that are specific to certain teams that we'd like to set those filters and schedule it to send to that team without them having to make changes to the dashboard. It is currently functioning in insights that I'd like to see in Explore.

    Also, another use case is some of our clients actually request reports every month/week - so we have these scheduled to send and forward along to them! So we need that functionality. 

  • David K

    This one should be obvious!

  • Harold

    I concur with all of the above. I just had a discussion in a support ticket with Zendesk about this.

    Use cases same as above: customers get SLA reports every month / quarter. A report (dashboard) has 4 tabs. Filters across tabs work fine in the UI (when you get all the finicky stuff in place: copy filters one-by-one, bookmark on first tab), but the scheduled PDF only applies the filter to the first. 
    I was advised to use bookmarks on every tab, but that means 4 times #customers of arranging hidden bookmarks :(

    This was already a workaround for my first idea. In our portal every customer has their own Help center (Guide) section in which we publish their monthly / quarterly reports. Those used to be Insights PDF's (easy, multitab, filters were applied to schedule and not the dashboard). With Explore I wanted to abandon old fashion PDF and share an Explore link in Guide; That does mean one dashboard for each customer, but the advantage is that customers at any time can see their SLA status.

    However, there's another bug they're still working on: the link does not work in Guide within a host mapped help center article :(

    I guess for now it's gonna be just a lot of manual labor.

  • CJ Johnson

    This would be really fantastic. Currently, if you say, want to send a Dashboard of Unsolved tickets and exclude pending, but also want to let people filter it in and out, you have to build 2 separate dashboards and 2 separate queries. With the lack of any kind of categorization or tagging, this increases the query bloat problem as well. 


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