Saving Default Filter Values in Zendesk Explore
How do I save default filter values in Zendesk Explore?
To save default filter values, use bookmarks. Values selected from a dashboard filter aren't automatically saved, so each time the dashboard is accessed or reloaded, the filter selections reset. Setting a default bookmark for each dashboard tab is crucial, especially if a time filter is used or if the dashboard will be scheduled for email delivery or shared externally. This ensures consistency in the data presented.
More related questions
How can I simplify the dashboard filtering process in Zendesk Explore?
To simplify the dashboard filtering process, it's best to use reports from fewer datasets. Typically, one or two datasets will provide enough data for your needs. For instance, the most common prebuilt dashboard tabs are based on a single dataset….
What are the best practices for selecting time filter attributes in Zendesk Explore?
When selecting time filter attributes, choose only those you actually need for filtering reports in the tab. Each dataset has multiple time attributes, and these are listed in the time filter menu. Normally, you'll need one to three time attributes…
How do I link data filters across multiple datasets in Zendesk Explore?
To link data filters across multiple datasets, you need to connect data filter attributes to their equivalent attributes from other datasets. For example, in the Satisfaction tab of the default Support dashboard, reports from the Tickets and…
Why might I exclude filters from reports in Zendesk Explore?
Excluding filters from reports can be useful for several reasons: if you're using more than one attribute in the time filter, if you don't want some reports to be affected by a specific filter, or if a dashboard filter might override results…
How can I effectively use time filters in Zendesk Explore dashboards?
When using time filters, it's better to select a specific time limit rather than the All history value. Selecting All history means no time frame is selected, so it doesn't filter any report on the dashboard. This can lead to report-level filters…
Can I use filters across multiple tabs in Zendesk Explore?
Yes, you can use filters across multiple tabs by adding the same filter to each tab you want it to affect. This allows data filters, time filters, and live data filters to work across multiple dashboard tabs, ensuring a cohesive filtering…
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.
