Set filters on Scheduled Dashboards

16 Comments

  • 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. 

    2
  • SproutLoud

    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. 

    2
  • ZENDESK SUPPORT

    This one should be obvious!

    1
  • bctsupport

    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.

    0
  • CJ

    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. 

    0
  • Pat Harland-Lee

    Would really love an update on this!

    0
  • Deb Kaseman

    Scheduling daily reports used to be so easy in Insights. With Explore, I now have to generate each daily report, every single day. Takes up a lot of my time setting up and emailing. Would love to see this feature added to Explore. 

    1
  • Chris Cox

    I agree with Deb.  With all the positives with Explore, the lack of the ability to schedule dashboards with specific filters is a major step back from Insights. Can we have an update please Zendesk on if you plan to address this much needed missing feature? 

    1
  • Kelsi - Customer Care Manager

    I hope this issue is addressed ASAP. It really does stunt Explore in a major way. For me, this makes the "Schedule" feature entirely non-functional. 

    1
  • Anastasia Kachanova

    +1 

     

    This should be a must in Explore. 

    We need to have a possibility to filter data. At least to have data filters + time filters for exact period of time /time range. We need to share our KPIs  with stakeholders daily. And currently when we schedule dashboard sharing -> we have all data exported for this instance (for lifetime) - this should be changed. 

    1
  • PAUL STRAUSS

    Is there any possibility this ability will be coming in the near future? This is costing us time and money each week because we have to manually pull reports for each of our clients because we can't schedule filtered dashboards showing just their data. Sure we could create duplicate queries for each client with filters pre-applied, but that is messy and unmaintainable for us.

    1
  • Nikki

    Applicable for us too. For me, it's a date filter. I get a last-14-days PDF each morning, but I'd also like to get a last-90-days filter weekly.

    2
  • mfg

    Is the best current solution to this to clone whichever dashboard you want to have the separate range, update the date range bookmark, and then set up a schedule for that one?

    0
  • Dane
    Zendesk Engineering
    Hi mfg,
     
    As it turns out, that's currently the only workaround for this kind of use case.
    0
  • Omar

    we want and need this also

    so you can send agents their metrics each week/day etc via the schedule, but they only see theirs, not the whole team

    0
  • Omar

    how do you clone the dashboard so only one agent is on the scheduled delivery?

     

    e.g. you have dashboard with reports:

    (assignee name) solved tickets, requester wait time, first reply time, one touch, two touch

    how can I clone that so it has only one agent in the assignee name part, rather than having that as a drop down where it is all filtered

     

    Also noticed this thread has comments from 2021 about schedule delivery with filters, so can be emailed out etc. to invidual.

    its clearly something that people need and want, whats the hold up with delivering it?

     

    0

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