Can you have one dashboard report to send to agents with only their data?

Answered


Posted Apr 13, 2022

I am working on a project that we want to give agents their customer stats once a week. So trying to see can I make a single dashboard and have it send the stats for that single agent and not display the other agents. If it has to display the other agents, is there a way to hide the names of the others? 


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2 comments

Thanks that is great to hear

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Hi Miguel Contreras, the closest way to achieve something similar is by adding an "Agent name" or "Updater name" attribute filter to a dashboard. This wouldn't prevent agents from seeing each other's stats as you need, though.

Not all is bad news: looks like Zendesk is already planning something like this, according to their Product Manager; see here (and feel free to upvote!).

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