Feature request: Ability to schedule a single report from a dashboard which contains reports across multiple tabs.

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2 Comentarios

  • Vincent Dollet
    Zendesk Product Manager

    Hi Amie B, many thanks for sharing this pain point.

    I understand that you may want to only send out a few tabs when creating a schedule - as the recipient may not need the entire story that is told in the full dashboard.

    There are a couple of issues we are considering to address in order to optimize the number of dashboards & schedules needed:

    • Enabling you to select what tabs should be sent out
    • Making sure the content adjusts based on each recipient

    I unfortunately do not have an ETA yet. We'll revert as soon as plans firm up.

    Kind regards

    Vincent

    2
  • Eric Kramer

    We would also be interested in the ability to share a specific tab of a dashboard as well as the ability to have a dashboard adjust based on the recipient.

    In our use case, we want to send out individualized reports to our agents without having to have separate dashboards for each agent.  For example, the report might contain a summary of the work the agent has done over the past week and their specific KPIs in comparison to the team's overall performance.

    It would be great to be able to have a single dashboard that updates to only show data for the specific user who is viewing the dashboard.  We'd also like to be able to schedule the dashboard to be sent to all users on the team but for each individual to only receive results pertaining to themselves.

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