Automatically Email Zendesk Explore Reports
Learn how to automatically email your Zendesk Explore reports by adding them to a dashboard and scheduling deliveries.
How can I automatically email my Zendesk Explore report?
To automatically email your Zendesk Explore report, you need to add the report to a dashboard and schedule dashboard deliveries. This process ensures that the latest version of your report is emailed to users automatically.
If you're using Explore Enterprise, you can also share dashboards with end users by adding the user tag 'explore' to their profile. For more detailed instructions, you can refer to the article onScheduling dashboard deliveries.
More related questions
Why do I need to create a dashboard to email a Zendesk Explore report?
Creating a dashboard is necessary to email a Zendesk Explore report because the system uses dashboard deliveries to send reports. This might seem like extra work, but it's the current method Zendesk uses to ensure reports are sent automatically….
Can I share a single Zendesk Explore report via email without a dashboard?
Currently, Zendesk requires reports to be added to a dashboard for email delivery. This means you cannot directly email a single report without first creating a dashboard. Many users have expressed a desire for this feature, and Zendesk is aware of…
How can I share Zendesk Explore dashboards with end users?
To share Zendesk Explore dashboards with end users, you need to be on the Explore Enterprise plan. You can enable sharing by adding the user tag 'explore' to the end-user's profile. This feature allows end users to receive dashboard deliveries,…
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