Create a Dashboard from Report Builder in Zendesk
How do I create a dashboard from the Report builder in Zendesk?
Creating a dashboard from the Report builder is straightforward. You can create new, empty dashboards directly from the Report builder, which is handy if you're working on a report that you plan to add to a new dashboard once finished.
To do this, open or create a report in the Report builder. Click on 'Save' and then 'Add to dashboard'. You can choose to save it to a new dashboard by selecting 'new dashboard' and entering your dashboard's name, or save it to an existing dashboard by selecting the desired one. After saving, a confirmation message will appear, and the new dashboard's name will be shown in the top toolbar of the Report builder. You can also find the dashboard in the dashboards library. For more details, check out theoriginal link.
More related questions
How can I create a dashboard from the Dashboards library in Zendesk?
Creating a dashboard from the Dashboards library is a simple process. This method is ideal if your workflow is based on creating dashboards rather than reports. To create a new dashboard, click on the Dashboards library icon on the left sidebar….
How do I share a dashboard with users in Zendesk?
Sharing a dashboard with users in Zendesk is easy and flexible. You can share dashboards with individual users or groups of users that have been added in Zendesk Support. To share a dashboard, open the dashboard and click the drop-down arrow next…
Can I filter a shared dashboard for individual users in Zendesk?
Yes, you can filter a shared dashboard so that each user only sees their own ticket history. This feature is available using the new beta dashboard builders. To implement this, you would need to set up filters that apply to each user's data…
What are the next steps after creating a dashboard in Zendesk?
Once you've created a dashboard in Zendesk, the next steps involve adding reports, filters, and other items to it. This customization allows you to tailor the dashboard to meet your specific needs. You can arrange these elements to best display the…
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