Having filters in place for scheduled delivery

4 コメント

  • Lou

    I'm just learning Explore, but I believe you have to put the filter in the query to make it permanent in the dashboard, then deliver it. Filters in the dashboard are temporary and don't deliver.

    1
  • Samuel Johnson

    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.

    0
  • Sarah C

    Hi Samuel Johnson and Lou,

    You will want to create a bookmark of the filters you want and then pin the bookmark. Then your scheduled dashboards will use the pinned filters. You can learn more about the process in Taking dashboard filters and bookmarks to the next level.

    0
  • Samuel Johnson

    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?

    0

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