Schedule Dashboard Delivery in Zendesk Explore
How do I schedule a dashboard delivery in Zendesk Explore?
To schedule a dashboard delivery in Zendesk Explore, you need to configure the delivery settings for your shared dashboard. First, open the dashboard and copy its URL from your browser. Then, click on 'Schedule' to access the Scheduled deliveries page, where you can see any existing schedules.
Click 'New schedule' to set up a new delivery. You'll need to configure the time and recurrence for the dashboard delivery, keeping in mind that the scheduled time is when the data is calculated, not necessarily when it's delivered. You can also customize the email subject and message, and choose the delivery format (Image, PDF, Excel, or CSV). Finally, select the recipients and click 'Schedule' to finalize the setup. For more details, visit theoriginal link.
More related questions
Can I modify an existing scheduled dashboard delivery?
Yes, you can modify an existing scheduled dashboard delivery in Zendesk Explore. To do this, go to the Dashboards library and find the dashboard you want to update. Click on 'Schedule' to open the Scheduled deliveries window. Select the schedule…
How can I delete a scheduled dashboard delivery?
Deleting a scheduled dashboard delivery in Zendesk Explore is straightforward. Navigate to the dashboard you want to manage and click on 'Schedule' to open the Scheduled deliveries window. Hover over the delivery you wish to delete, click the…
What are the available delivery formats for scheduled dashboards?
When scheduling a dashboard delivery in Zendesk Explore, you can choose from several delivery formats. These include Image (.png), PDF (.pdf), Excel (.xlsx), and CSV (.csv). Each format has its own benefits depending on how you want the data to be…
How do placeholders work in scheduled dashboard emails?
Placeholders in scheduled dashboard emails allow you to customize the subject and message with dynamic content. In Zendesk Explore, you can use placeholders like {{dashboard_title}} and {{date}} to automatically insert the dashboard's title and the…
Can I schedule dashboard deliveries to end users?
Yes, on Zendesk Explore Enterprise plans, you can schedule dashboard deliveries to end users. However, you must first enable this feature for each user by adding the 'explore' tag to their user profile. Once the tag is added, you can select end…
What happens if a scheduled dashboard delivery fails?
If a scheduled dashboard delivery fails in Zendesk Explore, a notification email is sent to the owner of the schedule. This ensures that the owner is aware of the issue and can take corrective action. Common reasons for delivery failure include…
How does the scheduled time differ from the delivery time?
In Zendesk Explore, the scheduled time is when the dashboard's reports are calculated using the data currently synced in Explore. This is not necessarily the same as the delivery time, which is when recipients actually receive the dashboard. For…
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