Editing Reports from a Dashboard in Zendesk
How can I edit a report from a dashboard in Zendesk?
To edit a report from a dashboard in Zendesk, you can either adjust the report's configuration or open it in the report builder for more comprehensive editing.
Start by clicking the dashboards library icon and opening the dashboard that contains the report you want to edit. Click on the report, then click the down arrow to access the report options. You can choose 'Edit report' to access all editing options, including adding new data and changing the chart type, or 'Edit configuration' to customize the report's appearance using the Chart configuration menu. For more details, see theoriginal link.
More related questions
What should I do if a report is locked when I try to edit it?
If a report is locked when you try to edit it, it means another user is currently editing the report. Zendesk only allows one editor to work on a report at a time. If you encounter an error message indicating that the report is locked, you'll need…
How do I edit a report from the reports library in Zendesk?
To edit a report from the reports library in Zendesk, you need to access the report builder. Click the reports icon, then click the Settings icon for the report you wish to edit. From the Settings dropdown list, select 'Edit'. This will open the…
Why don't changes to a report appear on the dashboard immediately?
Changes to a report won't appear on the dashboard until you republish the dashboard. When you edit a report that is included on a dashboard, the updates are not visible to readers until the dashboard is republished. This ensures that all changes…
Can multiple users edit a report at the same time in Zendesk?
No, only one user can edit a report at a time in Zendesk. If you attempt to edit a report that is currently being edited by another user, you will receive an error message indicating that the report is locked. This ensures that changes are not…
Interested indeflectingover 70% of your Zendesk support tickets?
Zendesk Support Tickets
Zendesk Messaging (live chat)
Join1,000+ companies reducing their support costs and freeing up support agents for more important work
“We needed an AI agent integrated within our current tools. My AskAI was the only solution that wasn't going to disrupt our operations.”
Zeffy
“At the end of last year I was given the challenge - how can we provide the same or better service, without hiring anyone?”
Zinc
“My AskAI blew everybody else out of the water. It made the selection process very easy for us.”
Customer.io($50M+ ARR)
“It now resolves 71% of queries (over 35,000 every month), meaning more time solving complex issues and improving UX.”
Freecash
“We needed an AI agent integrated within our current tools. My AskAI was the only solution that wasn't going to disrupt our operations.”
Zeffy
“At the end of last year I was given the challenge - how can we provide the same or better service, without hiring anyone?”
Zinc
“My AskAI blew everybody else out of the water. It made the selection process very easy for us.”
Customer.io($50M+ ARR)
“It now resolves 71% of queries (over 35,000 every month), meaning more time solving complex issues and improving UX.”
Freecash
Reduce support costs.Spend more time on customer success.
