Explore: Share Dashboard with end-users with dashboard restriction (beta)

Posted Jul 31, 2023

Feature Request Summary:

Zendesk Explore with Beta dashboards should not only offer dashboard restrictions for Agents but also for end-users. This way, sharing a report with end-users becomes much easier to manage.

Description/Use Cases:

We work with around 250 clients who would like to receive an SLA reporting on resolved tickets. Currently, this is achievable in the old Explore by creating a dashboard and setting a filter (using bookmark to set the data for a specific organization). However, in that scenario, you would need 250 copies of the same dashboard. A dashboard restriction based on the user's organization would resolve this issue.

Business impact of limitation or missing feature:

The manual process of generating and sending reports currently consumes a significant amount of time. When end-users can access and export these reports themselves in Explore, it will save several hours per month. Dashboard restrictions for end-users are, therefore, a major requirement for us.

3 comments

Date

Official

Walter Bellante

Zendesk Product Manager

Mar 11, 2024

Hello @Jasper - Embrace,

Thank you for sharing your feedback on the new dashboard builder. I wanted to let you know that currently, you can share a dashboard restriction through a link. You can find more information about this feature here.

Although it is not currently included on our 2024 roadmap, we are aware of the need to dynamically adapt dashboards for end-to-end users and are keeping it in mind for future updates.

Regards,
Walter