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Explore and Slack
Posted Jun 13, 2022
It would be great to be able to share individual reports or dashboards to Slack on a pre-determined basis to be able to easily keep other teams updated in a more collaborative fashion than email.
Is there any way to do this (without paid apps) or is this something that is planned?
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3 comments
Elaine
To share an Explore dashboard with end-users, it's a requirement that they are added as end-users with login credentials. I completely understand the inconvenience of having to log in to an end-user account to access the dashboard. However, I'd like to explore whether sharing the dashboard outside of Zendesk could be a viable solution for your needs. This can involve creating a public link that doesn't require login credentials. It's important to note that the data displayed on the dashboard may vary depending on the time when the report is viewed.
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Peggy
Hello! I wanted to follow up on this as I had some difficulties setting this up for my workspace in a slack channel, and wanted to see if anyone had any support with getting this to be a bit more seamless.
When I went to set up a scheduled send in Explore, I had to create a new end user with the email address of the slack channel, since I didn't see a way to just simply send it to an email as it had to be to a Zendesk account. This is where I had some dificulties as I was completely logged out of my support Zendesk account and was logged into the new end user account and lost access to anything. The only way I was able to get back in was through my companies 3rd party log in service.
So the questions I have:
- Do I have to fully set up the end user account with a password or can I just create it with an email and schedule the send to it.
- Is there a way to send a dashboard to an email without setting up an end user account?
Thanks in advance :)
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AntonMi
In Slack, you can receive e-mails into any #channel. Click the Channel name-> Integrations->Send Emails to this channel to get a mailbox address. Then set up Explore dashboard schedule to send to this mailbox.
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