Creating Filtered Views in Zendesk Explore
How do I create a filtered view in Zendesk Explore?
Creating a filtered view in Zendesk Explore is a straightforward process. A filtered view saves a specific dashboard filter configuration, allowing you to easily return to a saved state within a dashboard tab.
To create a filtered view, open an existing dashboard or create a new one. Select the tab you want to create a filtered view for, as filtered views apply at the tab level. Add the desired filters to the dashboard and set the filter values. Click the Filtered views icon in the right sidebar, then click the plus sign (+) in the Filtered views panel. Enter a descriptive name for the filtered view and optionally set it as the default. Finally, click 'Create filtered view'. For more details, check theoriginal link.
More related questions
Can I edit an existing filtered view in Zendesk Explore?
Yes, you can edit an existing filtered view in Zendesk Explore, but only certain aspects. You can update the name and default status of a filtered view. To edit a filtered view, open the dashboard and select the tab with the filtered view you want…
How can I delete a filtered view in Zendesk Explore?
Deleting a filtered view in Zendesk Explore is simple and helps keep your dashboard organized. However, you cannot delete a filtered view that is set as the default. To delete a filtered view, open the dashboard and select the tab with the filtered…
How do I apply a filtered view to a dashboard tab in Zendesk Explore?
Applying a filtered view to a dashboard tab in Zendesk Explore allows you to quickly switch between saved filter states. This feature is useful for comparing information without manually resetting filters. To apply a filtered view, open the…
What should I do if I can't create a filtered view in Zendesk Explore?
If you're unable to create a filtered view in Zendesk Explore, ensure that you've selected at least one value in each filter on the dashboard. A filtered view cannot be created if the filters have no values selected. Double-check your filter…
Does using filtered views improve dashboard loading times in Zendesk Explore?
Using filtered views can help improve dashboard loading times in Zendesk Explore by reducing the amount of data initially loaded. To optimize loading times, consider adding a time filter. In the new dashboard builder, any time filter will initially…
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