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Sending a Scheduled Report in Explore
Posted Dec 19, 2019
Zendesk Explore only allows you to schedule the sending of Dashboards, when we need to be able to send specific Queries only. For example, we have some information that is contained in one query that we need to regularly send to users as part of their weekly follow-up processes. The only work-around is to create an entire Dashboard just with that query so we can get the data to the users. This is going to cause us to have to create a large number of unnecessary Dasbhoards just to get a Query (report) out to people.
This is a gap in the product, as Insights currently allows you to schedule reports (query) only.
Please enhance Explore by allowing individual queries to be set up via scheduled emails in the same way we can with Dashboards.
60
39 comments
Jacob R.
I agree with Erica Clayton, I really don't see how it is a reasonable ask to have users create multiple dashboards for simple individual queries. +1 for the functionality being included.
1
Erica C.
+1 for scheduling queries instead of dashboards. Every single one of our 58 agents currently receives personalized productivity reports several times a day through Insights. Now I have to setup 58 dashboards to support this functionality? That's bonkers, y'all, what a time suck and adds so much unnecessary noise to the dashboards section in Explore.
Editing to add: So I started to change my reporting for my team so that I could cut down on the number of dashboards I would need to setup... but as it turns out, the hourly productivity report I use is too wide to send as an image anyway. There's no winning here. I can only send it as an excel file or else the report gets cutoff.
With Insights, this report could be sent in the body of the email, it was such a quick an easy way for agents to keep track of their work. Now I can't send it as an individual query, I can't send it as an image, and my agents have to download a file just to see how many emails they've sent throughout the day.
This is def not an improvement.
3
Jennifer Ko
Scheduling on selected queries on a dashboard is important to us too, especially on a large dashboard that contains many queries.
2
Dave Dyson
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
Andrea Moore
This is functionality that we need to have as part of our business processes. There are several members of higher management that receive a single report once a week to have line of sight into our customer service department. It is not feasible to have our C-suite access Explore just to view one report.
1
Ben Kroes
Our organization would really like to see this feature as well.
1
Robert De La O
Agreed this is important for us as well.
1
Megan Lalock
I wanted to comment and give this a bump! I would much prefer to have a query go out on a schedule than having to migrate one thing over to a dashboard. Please enable this functionality as it would be a lot more helpful for those of us just wanting to see a specific query each week!
1
Michael Cardamone
I agree. We need this functionality from the Explore reporting product.
Please feel free to test with your Explore live users ;-)
1
Paul Strauss
Just another Zendesk customer here who could really use the ability to schedule individual queries to be sent. While I'm at it, it would be fantastic if they could be sent via SFTP and not just email too.
1
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