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Download reports from the new dashboards on Explore

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Publicado 28 de nov. de 2024

Within the new version of the dashboards, we can't download individual reports. This impacts us heavily since we often need to download tables to share with other teams and to do in-depth analysis.

 

So far, the team has been using the old version of the dashboards, but for new reports (that I'm not adding there), they need to find the reports aside from the dashboard to download, which makes the new dashboard kind of useless for this purpose (which is one of the main purposes we have some dashboards).


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Walter Bellante

Zendesk Product Manager

Hello Mayra ,

thanks for sharing your feedback about the download of reports.

To download individual report data, editors can select a report, then click “Edit in report builder” and download the report from there.

I hope it helps.

Regards,
Walter

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Walter Bellante this is a quick fix that can only work for some of the people who use the dashboard; the person would need access to edit the dashboard so that they could go in Edit > then click in the report > then click on Edit on report builder > then go to the page of the report (if the person doesn't have access to Zendesk and only access the dashboard through a shared link, this won't work and we will need to be regularly sending the reports to them).

 

The old model had the option to apply the filters and then instantly download the tables.

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We have the same issue. Please re-add the ability to download individual reports from dashboards.

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I echo this, it creates a lot of unnecessary work arounds when people can't download an individual report from a dashboard they've been shared on. 

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