Having filters in place for scheduled delivery
Our team is interested in using the scheduled delivery tool for our individual support teams, like IT, non-IT systems, and others. We copied the default Support dashboard, and used the 'Ticket Form' filters at the top of each dashboard tab to filter to just IT based tickets, then re-published the report and scheduled deliveries to the IT team. However the deliveries (and after checking, the dashboard after publishing) don't seem to hold the form filter in place, meaning those who receive the dashboard delivery see stats for ALL tickets, not just IT tickets. We'd love an easy way to schedule a filtered delivery, rather than what i'm assuming is copying every query in this dashboard, filtering down to the specific form, then placing those queries in a new dashboard, and delivering that.
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I'm just learning Explore, but I believe you have to put the filter in the query to make it permanent in the dashboard, then deliver it. Filters in the dashboard are temporary and don't deliver.
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Yeah, much of our team is not fluent in Explore so I'd prefer to deliver it to them in PDF form so they can get a quick snapshot and follow up with their direct reports on anything they see. Any easier way to do this would be amaaaaaazing.
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Hi @... and @...,
You will want to create a bookmark of the filters you want and then pin the bookmark. Then your scheduled dashboards will use the pinned filters. You can learn more about the process in Taking dashboard filters and bookmarks to the next level. -
Hi Sarah,
Wow this is so cool! To take it to the next level then, say I wanted to send two versions of the dashboard to the same person. One where it looks at a specific ticket form, and one where it looks at a specific assignee. Could I create two bookmarks and schedule the same dashboard? Or is the bookmark that is pinned the only one that can send?
In the latter case, would the next best thing be to clone the dashboard, apply the assignee bookmarks to the clone, and send that?
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