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Samuel Johnson
Joined Apr 15, 2021
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Last activity Oct 16, 2021
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Latest activity by Samuel Johnson
Samuel Johnson commented,
We would also love this! Our agents may be a part of multiple groups and so filtering by group isn't always helpful, but they can only be in one role, so that is much cleaner for us to use.
View comment · Posted May 14, 2021 · Samuel Johnson
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Samuel Johnson commented,
Hi Sarah,
Wow this is so cool! To take it to the next level then, say I wanted to send two versions of the dashboard to the same person. One where it looks at a specific ticket form, and one where it looks at a specific assignee. Could I create two bookmarks and schedule the same dashboard? Or is the bookmark that is pinned the only one that can send?
In the latter case, would the next best thing be to clone the dashboard, apply the assignee bookmarks to the clone, and send that?
View comment · Posted Mar 09, 2021 · Samuel Johnson
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Samuel Johnson commented,
Yeah, much of our team is not fluent in Explore so I'd prefer to deliver it to them in PDF form so they can get a quick snapshot and follow up with their direct reports on anything they see. Any easier way to do this would be amaaaaaazing.
View comment · Posted Feb 22, 2021 · Samuel Johnson
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Samuel Johnson created a post,
Our team is interested in using the scheduled delivery tool for our individual support teams, like IT, non-IT systems, and others. We copied the default Support dashboard, and used the 'Ticket Form' filters at the top of each dashboard tab to filter to just IT based tickets, then re-published the report and scheduled deliveries to the IT team. However the deliveries (and after checking, the dashboard after publishing) don't seem to hold the form filter in place, meaning those who receive the dashboard delivery see stats for ALL tickets, not just IT tickets. We'd love an easy way to schedule a filtered delivery, rather than what i'm assuming is copying every query in this dashboard, filtering down to the specific form, then placing those queries in a new dashboard, and delivering that.
Posted Feb 22, 2021 · Samuel Johnson
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