Dashboards personalized by agent

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  • Tim Grimshaw
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    I think we're after the same thing Daniel! - trying to set up personalised dashboards - AND also email them to the individuals.

    I raised a ticket about this and while there are 'Variable Filters' which do exactly this in GoodData, it isn't yet available in Explore. The closest I could get was using the 'bookmarks' feature on the dashboard for each agent.... but that's time intensive to set up, and also means that other agents can click on another bookmark to see another agent's scores... AND doesn't solve our email delivery issue :) 

    I raised this as a request here... 

    https://support.zendesk.com/hc/en-us/community/posts/360031822473-Request-to-get-Variable-filters-working-in-Explore 

    ... and there's more about the Variable Filter feature in GoodData here: https://help.gooddata.com/doc/en/reporting-and-dashboards/reports/working-with-reports/creating-new-reports-in-the-report-editor/filter-pane-filtering-within-a-report/variable-filter 

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  • Chris Bulin
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    I've used the same as Tim. I've set up bookmarks that filter to the agent, and created a dashboard for each agent, that all use the same queries, so I can update one board and everyone gets the updates. But each board then can be emailed separate to each agent and show them only their own information.

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  • Daniel Savage
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    Thanks guys, that's exactly what I'm after! Hopefully the release this feature soon for Explore. In the meantime I might test our the bookmark idea just with Team Leaders to see how it all works/what they think. 

    Thanks again!

     

     

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  • Tim Grimshaw
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    Hi Chris,

    Are you doing that in Gooddata currently, or in Explore? I wasn't able to find a way to email dashboards to individuals in Explore - and was told by ZD that it's not available yet (can only email to a whole group) - but have you found a way to do that?

    Thanks!!

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  • Chris Bulin
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    Hi Tim! I'm currently doing that in Explore. I just create a group that contains that one Zd agent and schedule the reports to that group. For folks that are not Zd agents, I have a group with myself in it that sends to my Outlook then a bunch of Outlook rules to ship each out to the correct recipient. It's not cute, but it works.

    Chris

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  • Tim Grimshaw
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    Interesting - thanks Chris!

    Hm... does that mean that you land up having a bunch of groups listed in the 'Assignee' field? Since you then have a group per person? or are you using an app / other workaround e.g. https://www.zendesk.com/apps/support/assignee-mask/ to hide the 'extras' ? 

    Sorry about all the extra questions - I guess I'm getting more and more curious as this progresses! haha. 

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  • Chris Bulin
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    Hi Tim, yes, we do have extraneous groups, but I push them to the bottom by naming them Xplore - Agent Name so they don't get in the way of usual business when assigning to groups. I was hoping they would have a fix in by end of Q2, but this isn't so intrusive that I feel a need an app to manage it.

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