Sending a Scheduled Query in Explore

Planned

35 Comments

  • Comdata, Inc.

    2 YEARS people have asked for this.

    Do you all ever move any requests to production. We have data that needs to be exported as a CSV daily out of Zen to a server directory to be ingested into our accounting system. HOW?

    0
  • Eugene Orman
    Zendesk Product Manager

    @...

    Dashbooard sheduling with the end-users is already available as part of the Explore Enterprise and Legacy plans. So, you should be able to enable it in the Explore admin section: https://support.zendesk.com/hc/en-us/articles/360053558053

    -1
  • Eugene Orman
    Zendesk Product Manager

    Thank you for voting for this feature request and sharing your use cases. 

    The ability to schedule email deliveries of individual reports is one of the features we are looking forward to releasing.

    Currently, we are working on the new reporting experience that we plan to release in the first half of 2023. One of the long-term goals of this project is to make sure that this new experience will transform reports into self-sufficient artifacts that can be shared and scheduled separately from the dashboards. We are working towards this goal but it might take a few years to fully fulfill it. 

    Hope this helps to set the right expectation.

    -1
  • Nicole Saunders
    Zendesk Community Manager

    Hi Lohith,

    Yes, you will need to build your reports as Queries in Explore, and then if you want those distributed on a schedule you'll need to put them into a dashboard.

    As Eugene indicated, the product team has seen this request, but there is not currently a plan to allow for the scheduling and sending of individual reports.

    -2
  • Dave Dyson
    Zendesk Community Manager

    Hi Andrea - we do allow scheduled delivery of dashboards to end users. See Scheduling dashboards with end users

    So your C-suite execs don't need to be agents in Zendesk in order to receive scheduled dashboards. Hope that helps at least!

    -2

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