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Exporting bookmarked(filtered) data from dashboard
Answered
Posted Jan 25, 2024
Can we schedule Zendesk dashboard for different bookmarks? So data exported in excel or pdf will have filtered data. Currently when I am scheduling dashboard it gives all data, I have added 2-3 bookmarks on the dashboard and want to schedule dashboard for each bookmark. Please let me know how this can be done.
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5 comments
Brandon Tidd
As of right now, you'd have to clone the dashboard (not ideal) but this is a good feature suggestion for the Explore Dashboard Builder - now in Beta.
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Stephan Marzi
Hi Gajanan,
As Brandon mentioned the cloning is neccessary, but then it works. Great feature also!
Regards, Stephan
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Gajanan Pund
Stephan Marzi & Brandon Tidd Thank you! I have cloned the dashboard but there is one more issue, Sceduled reports are in medium quality, so Pdfs are not showing the complete data. specifically for tabular reports if I have 8 rows visible on dashboard but exported pdf's will show only 3-4 rows. Any option for this?
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Brandon Tidd
Hey Gajanan -
Two options here: Export as Excel or expand the widget to include the entire table. In the case of larger datasets, adding the table to its own tab is advisable.
Brandon
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Stephan Marzi
Hi Gajanan Pund,
I also experienced this in one dashboard. As Brandon already mentioned, you can send the details via Excel export or you have to change size of dataset in the dashboard according to the size of PDF. If there are a lot of detailed information to share I would suggest to provide an .xlsx-file.
For further information do not hesitate in contacting us.
Regards,
Stephan
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