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 to 'Share', then select 'Share'. Alternatively, if you're in the dashboards library, click the Settings icon next to the dashboard's name and select 'Share'. In the Share dashboard window, select the users or groups you want to share the dashboard with. Users with the Viewer role can see and interact with the dashboard, while those with the Editor role have full access. You can also schedule shared dashboards to be delivered regularly.
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,…
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….
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…
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 the…