"Emailing Dashboard" in Explore?

4 Comentários

  • Christopher C.
    Ações de comentário Permalink

    I would also be very interested in being able to send dashboards to individuals vs. groups. Don't understand why this is not possible in Explore.

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  • Devan
    Ações de comentário Permalink

    Hello Jeremy & Christopher,

    When you schedule dashboards in Explore, this is scheduled by tabs instead of the full dashboard. So as long as you are scheduling the singular tab (or tabs) you want to go out, you shouldn't run into a mass blast of all your reports. This article also goes into more detail on how this process works.

    Best regards.

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  • Christopher C.
    Ações de comentário Permalink

    Hello Devan,

    Thank you for your response. I have been in contact with some of the Zendesk support team regarding this issue.

    Question:

    "I want to send out an email dashboard using only one tab from a dashboard."

    Answer:

    "It is not possible, but you can clone the tab into a new dashboard and created an emailing dashboard this way"

    Next Question:

    "I want to send out an emailing dashboard to an individual agent and not to a group. Is it possible to send an emailing dashboard to only one person like in Insights?"

    Answer: 

    "The ability to schedule dashboard exports to an individual instead of groups in Explore can be extremely helpful not just for you but for businesses that have the same need. This may not be an available feature at the moment but it looks like this is a planned feature as mentioned in this link about schedule dashboards to be sent to individual users, not only groups

    Would you be able to post your request to our Feature Request forum https://support.zendesk.com/forums/1848-feature-requests?"

    So the features, in Explore, are not the same as in Insights and will not change anytime soon?

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  • Brett - Community Manager
    Ações de comentário Permalink

    Hey Christopher,

    You're correct and the features between Insights and Explore are not an exact match. However, looking at the feature request you attached, it looks like this is something that's on our roadmap. I don't have an ETA to provide for when this feature will be released but you can follow our Announcements sections to stay updated. We also have a few Explore EAP's going on right now that may interest you. If you click the link above you can select the EAP's tab and click on the EAP you're interested in to find out more.

    Let me know if you have any other questions for me.

    Cheers!

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