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Erin O'Callaghan

Zendesk Documentation Team

2025년 3월 05일에 편집됨

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      Walter Bellante

      Dear Customers,

       

      I want to express our gratitude for the insightful feedback you have all contributed here regarding our new dashboard builder. Your input is invaluable in helping us enhance the product to better meet your needs.

       

      To streamline this process and ensure we can respond to your questions promptly and effectively, we will be closing this post for new comments. Moving forward, we encourage you to share your feedback and observations in our proactive post. This will help us consolidate your insights into actionable items that improve our offerings.

       

      Additionally, if you are experiencing any issues while migrating your dashboards, we recommend creating a support ticket. Our team is committed to providing you with the assistance you need.

       

      Thank you for your understanding and for being an essential part of the Zendesk community.

       

      Regards,
      Walter

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      David Froemke

      Where does one go to level up their reporting game.  Are there any places this group of concerned reporting masters would start?

       

       

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      D.Fitz

      - Excluding Reports from Restrictions: We suggest using filtered views to ensure that reports can be excluded from filters as needed while setting a customized view of the dashboard.

       

      I'm not sure how many times I've shared this feedback but Filtered Views are NOT a viable replacement for the current filter functionality. It's now no longer possible to have two reports filtered by two different attributes (e.g. Update Ticket Assignee and Updater) on the same dashboard. 

      I've shared this shortcoming with tens of people over the past year and not a single person has come up with a viable solution. 

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      Tobias Hermanns

      Live Data on Dashboard Restrictions: At this stage, we do not plan to include this feature in our roadmap. We recommend utilizing filtered views to manage live data accordingly.

      This is not good….

      We want to display for example the “Talk Waiting Queue” or “Agent Status” to different teams, so they can align better each other who take break at which time, or can start meeting when seeing other team agent state or workload in Talk Queue.

      Currently they need manually pick their  “Talk Group” and even a Bookmark Filter for all 20 Talk Group / Teams is too much and not “auto select” once we move Dashboard from “All” to “Team”, so multiple clicks required.

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      Elaine Foster-Jones

      1263082374729

      Global filters does not seem to be an available feature currently. Is there a timeline for release of this feature?

       

      Additionally, would it be possible to have some sort of roundtable or focus group with Zendesk Explore product managers to discuss the necessity of either a) excluding reports from restrictions or b) hiding filters from viewers to prevent changes? Multiple people in the comments on this article have outlined their reasoning for needing one of those options, and telling us to use filtered views when we've already outlined why that doesn't work for our use cases is dismissive of our needs as Zendesk customers. It does not seem like Zendesk is fully understanding the need for one or both of these restriction exclusion or hidden filter features, so a live discussion may prove more productive for everyone.

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      Walter Bellante

      Dear customers,

      I would like to address some of the questions you asked:
       

      - Applying Filtered Views to Multiple Tabs: By using global filters, filtered views can be applied across multiple tabs. This means you only need to set it up once for it to be reflected in the overall dashboard.

       

      - Scheduling Dashboard Restrictions: We plan to introduce this feature before the retirement of the classic builder. It will allow users to obtain a snapshot of the dashboards (including image-based formats) as if the specific viewer had opened the dashboard.

      - Live Data on Dashboard Restrictions: At this stage, we do not plan to include this feature in our roadmap. We recommend utilizing filtered views to manage live data accordingly.
       

      - Excluding Reports from Restrictions: We suggest using filtered views to ensure that reports can be excluded from filters as needed while setting a customized view of the dashboard.


      Regards,
      Walter

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      Tobias Hermanns

      Jul 18, 2023

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      Hi Tobias Hermanns,
      while we plan to introduce it, live data is not currently available in dashboard restrictions.

      Regards,
      Walter

       

      Any news here?

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      David Froemke

      I'm still stunned that I can't send a Dashboard with various reports and cuts of the data to a single user filtered by that user.  I want to build a dashboard with the various metrics we use to measure performance etc.  And I want to send that data to them daily.  We have too many agents to develop a custom report set for each of them.  

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      Laura Galvis

      Hi! 

       

      How is scheduling work for personalized reports? Will their personalized numbers “based on viewer” be sent as a pdf or image? or people in the list of schedules will receive “all access” numbers? 

       

      Thanks

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      D.Fitz

      1263082374729 without the ability to exclude reports from individual data restrictions, it's not possible for numerous reports to exist together. For instance, if we have CSAT (filtered by Update Ticket Assignee) and Tickets Solved (Filtered by Updater) on the same dashboard, the restrictions will apply to both and distort both reports. 

      I've raised this with the support team who have admitted that this is an enormous oversight but that there's nothing to be done apart from posting on these forums. 

      For us, this is an absolute dealbreaker and a huge step backwards in terms of usability. 

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