Explore Dashboard Sharing
Feature Request Summary:
Zendesk Explore should have the following functionality as it relates to dashboard sharing
- There needs to be a way to select all if we want to publish a dashboard to all groups. We currently have over 350 groups and having to select each manually is unreasonable for publishing out enterprise wide reports
- There should be a way to disable the send an email functionality. We do not want to spam all users with an email each time an enterprise dashboard is made visible, it should be optional whether or not we want to send the email.
- The email that gets sent out when sharing a dashboard should be customizable.
- It would be great if we can share a report based on role. IE if we have agent activity report, we may want to share that with anyone that has an agent role, or if we have a CSAT report we may want to share that with a team lead role.
-
Official comment
Hi Reshma Patel, Amber and Kincy,
This is fantastic feedback, thank you so much for your input. It's great timing also - we are currently rebuilding our Dashboard Builder in Explore and we will be going into Open Beta next year. Our sharing feature is something we will be reviewing and I will make sure this feedback is included in our thinking next year before we GA.If there was anything else you wished us to review in Dashboard sharing we would love to hear more.
Best Regards
John
-
Yes to ALL OF THIS.
-
What Amber said ^^^
-
Thank you for creating this request Reshma! I just created multiple dashboards for our client account teams and now I have to spam everyone in the company just so they have access to it. It's incredibly inconvenient to do this, as I want everyone to have access to it if they want to see it, but I don't want to blast them all with a separate email for each of the 15 new dashboards I created.
Please sign in to leave a comment.
4 Comments