Documentation for dashboard sharing outside of Zendesk EAP

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17 Comentários

  • Amie B
    Ações de comentário Permalink

    Hey Team,

    I'm really struggling to find where this is on our customer's account after receiving an email saying it was activated for us. I can't even get passed step 1. There's no screenshot for it so I can make sure I'm looking in the correct place for the edit button. 

    There is no shared dashboard page as far as I can see? When I try to share a dashboard all i get is the share dashboard popup. 

    Has it actually been activated on the instance correctly?

    Best,

    Amie

    0
  • Vincent Dollet
    Ações de comentário Permalink

    Hi Amie,

    We've enabled the EAP on all instances that had been enrolled via the sign-up form. Don't hesitate to reach out to me to confirm you are looking at an instance that has been enabled, and don't hesitate to enrol any additional subdomains.

    Once enabled on an instance, you will find the "link sharing" option at the bottom of the "sharing modal".

    Kind regards

    Vincent

    0
  • Emma Phillips
    Ações de comentário Permalink

    Hi Vincent,

     

    We have recently signed up for sharing dashboards with the wider business who do not use Zendesk. We have received the confirmation email to say we're signed up however, like Amie, we're also struggling to find where we can 'switch this on'. When we go into dashboards and click share there is no Link settings page. Please can you explain in further detail where this page is and from where you click to find it.

     

    Thank you

    Emma

    0
  • Rob Stack
    Ações de comentário Permalink

    Hi everyone, thanks for the feedback. I've added another step and screenshot to the procedure which hopefully will help.

    If, after following that procedure, you still don't see the option, please let us know.

    0
  • Bill Cicchetti
    Ações de comentário Permalink

    So far so go...Could this lead to potentially exposing reports to an exterior source such as an internal company website showing common metrics for all to see?

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  • Vincent Dollet
    Ações de comentário Permalink

    Hi Bill Cicchetti,

    Thanks for reaching out.

    Yes, we are discussing the possibility to enable you to embed public dashboards in websites using iframes. We will share more information as plans firm up.

    Kind regards

    Vincent

     

    0
  • Coral Guzman
    Ações de comentário Permalink

    Hi Vincent Dollet, my team signed up for this EAP today - any idea how long it would take to enable this for our instance? Thank you in advance for any info you can provide!

    Best,

    Coral

    0
  • Fabian Trattnig
    Ações de comentário Permalink

    I did already sign up TWICE (since the EAP started) - but not a single feedback until now. Would be nice to hear something from any responsible person...

    Thanks, Fabian 

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  • Vincent Dollet
    Ações de comentário Permalink

    Hi Coral Guzman, we're received your team's request. We'll get you on the EAP within a couple of days. Once ready, we'll notify the individual who signed-up as well as the account owner.

    Hi Fabian Trattnig, we received one request for the subdomain tractive.zendesk.com on Nov 12th, which was duly processed on Nov 15th. I sent you a welcome email on that same day. Let me know if you don't see the link sharing option in the "dashboard sharing modal". 

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  • Fabian Trattnig
    Ações de comentário Permalink

    Vincent Dollet I'm very sorry, I mixed up something here :( I did receive the message and can use the feature - please accept my apologies for the misunderstanding

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  • Vincent Dollet
    Ações de comentário Permalink

    No problem at all Fabian Trattnig, I fully understand that we send out lots of emails and they can easily get dropped. I was more concerned if you could not access the link sharing option. 

    0
  • Aja Varney
    Ações de comentário Permalink

    Vincent Dollet Any hope that we could schedule sending of these, to external sources? 

    Use case: every Monday morning, my leadership team wants a report. In Insights, I can just enter the email addresses and schedule it. Good to go. 

    Looks like, in Explore, I can either a) Schedule send to someone with a ZD account (not applicable here), or b) turn the new link sharing on, and manually send them a link every week? 

    I've sent myself an automated dashboard from Explore, with the option of image and pdf turned on.... Basically, I want to do the same thing for external sources, without the big "view dashboard in explore" sort of button in the middle. 

    How do I automate an external email report? (Or is that on the radar for progression of this feature?)

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  • Vincent Dollet
    Ações de comentário Permalink

    Hi Aja Varney,

    In addition to being able to create & share links to interactive dashboards, we are currently working on the possibility for you to schedule dashboard exports with end-users. Once done, you will be able to create end-users for each member of your leadership team, and from there on be able to add them as recipients to dashboard schedules. This will likely reach production early Q3.

    Kind regards,

    Vincent

    1
  • Sakhteh
    Ações de comentário Permalink

    How can we use the share link to embed it in a Google Site? I've tried this but the page just shows an error message with "zendesk.com refused to connect".

    Thanks in advance for any  help!

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  • Vincent Dollet
    Ações de comentário Permalink

    Hi Sakhteh, thanks for reaching out. It is currently not possible to embed dashboards in 3rd party website. We are planning to make that possible in H2 2020. Many thanks for your patience.

    0
  • Ttaylor
    Ações de comentário Permalink

    I signed up for EAP a few days ago but haven't received any notification that it's been completed.  How long should this take? I've followed the steps above to see if my account has been activated, but it doesn't give me the Edit function.

    Thank you!

    Toni

    0
  • Eugene Orman
    Ações de comentário Permalink

    Ttaylor, The Sharing outside of Zendesk EAP should be enabled in your account now. 

    1

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