Scheduled Dashboard shows different values

9 Comentários

  • Brett - Community Manager
    Ações de comentário Permalink

    Hey Zachary,

    I'm not able to see the images you've uploaded.

    Any chance you could re-upload so we can take a look for you?

    Thanks in advance!

    1
  • Zachary Spears
    Ações de comentário Permalink

    Brett,

    I got the images re-uploaded.

    Thanks,

    0
  • Hillary Latham
    Ações de comentário Permalink

    Hey Zachary, you don't have an opportunity to set any filters when you schedule a dashboard to be emailed.   The best option is to have a variable date range as the default in your queries so that is what is applied when you get the email (i.e. "last month" or 30 days ago to today").

    1
  • Zachary Spears
    Ações de comentário Permalink

    Hillary,

    I may not have explained this well enough. The date range function works well. I am only seeing tickets from the past 30 days whether I am signed in to explore or if I am looking at the PDF version. It is the other filter, filter 1, that is causing the issue. I am not sure if the date filter is different fundamentally or if I am just missing something. Filter 1 should only show tickets from Group 1 and it works when I sign in and seems to be the default for that filter. I am getting tickets showing up for all groups instead of just Group 1. Is this just the way that it is setup?

    Thanks,

    0
  • Hillary Latham
    Ações de comentário Permalink

    Hey Zachary, I haven't found a way to set filters for dashboards that are emailed.  The dashboard emails the version without any filters (i.e. the defaults in your queries).  The only way I know of to have a dashboard email just filtered on a group (Group 1) would be to save your queries with only Group 1 data.  Of course, if you have a Group 2, you'd have to save a different version of your queries and make new dashboards for Group 2.

    An alternative would be to have the one dashboard with filters, then manually export the data as you need and manually email that file to users.

    1
  • Zachary Spears
    Ações de comentário Permalink

    Hillary,

    Thanks for the info. The export function I was unaware of but I do not think I will be able to use it for what I need to happen. Do you know if there is a plan to add a default dashboard filter that will email as well?

    Thanks,

    0
  • Hillary Latham
    Ações de comentário Permalink

    I don't know of a plan from Zendesk for this type of functionality.  I can't find any Product Feedback posts along these lines either.  If you wanted to add a post, I'll give you an upvote, because I would certainly like the same thing.

    1
  • Zachary Spears
    Ações de comentário Permalink

    Hillary,

    Would you mind directing me to the Product Feedback area so that I can make a post for this?

    Thanks,

    0
  • Brett - Community Manager
    Ações de comentário Permalink

    Hey Zachary,

    Here's a direct link to the Explore Product Feedback topic :)

    Cheers!

    1

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