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Configuring time filter and content of scheduled reports

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Serge Mucibabic

Data ultimo post: 05 ago 2022

Is it possible to select the time filter different than default (one month filter) for scheduled reports. Also, is it possible to configure the content of the reports if the xls or csv is selected as reporting format.

For example, if my query is configured with "drill-in" feature, can I configure my scheduled report to contain "drill-in" data (or subset of it) rather than a simple xls table like

The picture above is all that I get from the "satisfaction" report if I chose xls as reporting format.

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    Dainne Kiara Lucena-Laxamana

    Zendesk Customer Care

    Hi Serge Mucibabic,

     

    At the moment it's not possible to customize the scheduled date for the scheduled reports. As for the drill-in function, it is a function within Explore so your exported reports won't have that included. You can however export your drill-in reports but at the moment it's not possible to schedule it.

    However, I do agree that it would be a nice feature to have. I encourage you to create a new post in the General Product Feedback topic in our community to engage with other users who have similar needs and discuss possible workarounds. Conversations with a high level of engagement ultimately get flagged for product managers to review when they go through roadmap planning. 

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