How can I create a Dynamic Dashboard by Pre-setting Data Filters in Live Dashboard?Completed
I wanted to ask if it's possible to create a dynamic dashboard for agents using data filters.
I created a data filter for Assignee Emails as you can see below. I've set it to show only Emma & Angele.
However, the filtering only works in the edit mode, once I go to live mode then the data filter resets and no one is selected.
Is it not possible to preset the Data Filter so that what I set it to in the Edit mode is kept in the Live Dashboard? This is especially useful as at the moment whenever we have new employees we have to edit each individual report in the dashboard to add each agent.
Thanks for this feedback, André!
Hey, no Problem!
So does this mean that this is not possible with the current setup? Will I need to wait for an update before this is possible?
Thank you in advance.
we are excited to share that dashboard restrictions are now live on the beta builder.
Dashboard restrictions empower editors to dynamically tailor a dashboard to different audiences.
You can learn more about how to use them in the article.
Many of you requested this feature to reduce the number of dashboards maintained when measuring the individual performance of an agent.
To ease your task, we’ve decided to include a “Support agent productivity” template. This has been built to give you an overview of how the agent has been performing on ticket volumes and response time over the last 7 days.
Once you’ve added the template, add a dashboard restriction on “Assignee name” with the value “Based on viewer” and share it with your agents.
Once they open the dashboard they’ll immediately be able to see just their own tickets.
Thanks again for your patience.
We look forward to hearing your feedback.
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