In addition to scheduling dashboards with agents, you can also schedule Explore dashboard deliveries with customers (orend users）.你需要做一些额外的工作来启用this for each user. Before you begin, ensure you have enabled the settingEnable scheduling dashboards to end userson theDashboard sharing permissionspage. For details, seeConfiguring Explore dashboard sharing permissions.
Use the following procedure for each end user you want to enable dashboard deliveries to:
To configure end users for dashboard scheduling (Explore Enterprise)
Perform the following actions for each end user that you want to schedule dashboard deliveries with.
- In the Zendesk Support sidebar, clickCustomers(
）. - Click the end user you want to configure for scheduling. You can restrict the list of people to only end users by clicking the filter underneath the search box.
- In theTagssection of the user profile, enter the tagexplore.
Now, you can use the procedure inScheduling dashboard deliveriesto share the dashboard. The end user you configured will appear in the list of users you can choose to share with.
13 Comments
Hello there. After adding the user tag 'explore' to the specific user, I don't see it in the list of users that I can choose to share. What might be wrong?
HiGeorge Ntatianidis
I created a ticket for you so I can take a look directly at your issue.
You will receive a notification about it soon.
HiThibaut
I also have the same problem. Even though I have added the tag as "Explore" it doesn't allow me to send the reports to share the dashboard.
如t所示he graphic at the top of the article, this functionality requires Suite Enterprise or Explore Enterprise. You can check your subscription here:Viewing and managing plan subscriptions
Hi there,
My company is using Suite Enterprise plan but we can't share the dashboard to End User.
I have been following the instruction but the End User account never show up on sharing tab
Hello - does anyone know how to send the dashboard to an end-user as a ticket attachment rather than to their email address? For security purposes, we'd like them to log in to Zendesk and retrieve the file from a ticket.
Thanks!
Mark
I'd suggest exporting the dashboard tab you want to share, saving it to your computer as a PDF or other format, then attaching the saved file. For more information, see "To export an entire dashboard tab"here: Getting started with prebuilt dashboards
Thank you,@..., but we are looking for a solution that would help us do this at scale with hundreds (if not thousands) of users. Suggestions welcome. Thanks.
Thanks! This article was really helpful! The only thing I am not sure is that, do we manually add end users with explore tag every time we want to send a report to specific end users? Is there a way we could type the tag, 'explore' instead, and then the list of end users with that tag would show up in the list for us to select the only ones we need to send out a report? Thank you!
I hope all is well! Yes, you will need to add the tag manually to each end-user you want to see available for the dashboard scheduling. Adding the tag does add the custom to the list of end-users that can be chosen for the Dashboard scheduling. You will only share the Dashboard with those you select during theDashboard delivery configuration.
I hope this helps!
Hello,
how can i make sure that only specific endusers from specific organizations have access to a explore dashboard? Thanks
HiMartin,
Once you're done withconfiguring Explore dashboard sharing permissionsandadding the tagexploreto specific end-users, you should be able to locate specific end-users from specific organizations that have access to an Explore dashboard as follows:
1. From Zendesk Support,perform an advanced searchand enter the following keywords in the search bar:role:end-user tags:explore.
2. Below the search bar, click on theUsers tabto filter the results which should automatically provide you with a list of end-users who has the tagexploreadded to their user profiles along with the name of theorganizationsthey belong to.
3. Lastly, in Explore, go to Admin > then select Dashboard email delivery toreview existing scheduled dashboard deliveriesand confirm if the end-users from the search results above are added as recipients to any of the schedules.
I hope this helps! Stay safe! (:
I was told that I need to create a dashboard for each customer. Can this be done with one dashboard and the customer only sees data relevant to them
Pleasesign into leave a comment.