Explore - Add data filter to show only agents and not end users?
Answered
Posted Dec 12, 2022
I've tried a number of options but can someone please advise how to add a data filter on a dashboard in explore so that it only shows true Agents and not all the End users?
The report itself has a filter to only include 5 agents and only "Agent" roles:
The data is filtered correctly, but on the dashboard, when I add a Data filter it's showing every single user in the system, when I only want the 5 agents I've selected in the report filter...
Thanks,
James
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3 comments
Brett Bowser
Hey Efrat,
I replied to your comment here: https://support.zendesk.com/hc/en-us/community/posts/4531275098906/comments/6560452785178
Hope this helps!
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Efrat Barak Zadok
This link does not work - any other suggestion here?
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Gabriel Manlapig
As of the moment, it is expected behavior for end users to show in your list of assignees when you add the Assignee name filter from the Support: Tickets [default] dataset to a dashboard. This is a product of the way the dataset is currently structured.
Explore team is currently working on improving this area of the datasets so, end-users will be filtered out from attributes like Assignee name, Call agent name and Chat agent name.
As a workaround, I found an article that discusses this:
Why do end users show in my assignee filter on my dashboard?
I hope this helps! Thank you.
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