Sharing Zendesk Explore Dashboards
How can I share my Zendesk Explore dashboard with others?
Sharing your Zendesk Explore dashboard allows others to view the insights you've created.
To share, open your dashboard and click 'Publish changes', then 'Share'. In the Invite people window, search for and select the agents or groups you want to share with. You can restrict data access for invited users and choose whether to send an email notification. For Enterprise users, dashboards can also be shared externally by generating a link, with options to protect it with a password.
More related questions
How do I create a dashboard using the Zendesk Explore beta dashboard builder?
Creating a dashboard in the Zendesk Explore beta dashboard builder is simple and intuitive. To get started, click the Dashboard icon in the left sidebar and then click 'Try it now' in the banner at the top. In the 'Start a dashboard' window, you…
What components can I add to a Zendesk Explore dashboard?
In the Zendesk Explore beta dashboard builder, you can add reports and filters as the main components. Reports provide metrics about your Zendesk usage, either current or historical, while filters allow you to slice this data based on specific…
How can I customize the layout of my Zendesk Explore dashboard?
Customizing the layout of your Zendesk Explore dashboard allows you to tailor it to your needs. By default, the dashboard layout automatically adjusts to fit the viewer's screen, with components snapping to the closest grid line. If this doesn't…
How do I add and manage tabs in a Zendesk Explore dashboard?
Adding and managing tabs in a Zendesk Explore dashboard helps organize information effectively. To add a tab, click the plus icon in the Tabs panel and choose to build from scratch or use a template. You can create up to ten tabs per dashboard….
What is the drill-in feature in Zendesk Explore dashboards?
The drill-in feature in Zendesk Explore dashboards allows viewers to refine report results by slicing metrics with additional attributes. By default, drill-in is turned off to prevent unauthorized access to detailed data. If your dashboard has no…
How do I exclude reports from filters in a Zendesk Explore dashboard?
Excluding reports from filters in a Zendesk Explore dashboard ensures certain data remains unaffected by dashboard-level filters. This is useful for benchmark reports or when attributes don't apply to linked filters across datasets. To exclude a…
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