How to Create Dashboards - Frequently asked questions
Frequently asked questions
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,…
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…
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“We needed an AI agent integrated within our current tools. My AskAI was the only solution that wasn't going to disrupt our operations.”
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“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
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