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Using Bookmarks to Filter Live Dashboards in Zendesk

Learn how to use bookmarks in Zendesk Explore to filter live dashboards, allowing you to view data for multiple groups on separate tabs.

How can I use bookmarks to filter live dashboards in Zendesk Explore?

You can use bookmarks in Zendesk Explore to filter live dashboards by creating separate tabs for different data groups. This allows you to view live data for multiple groups without needing to configure filters each time.

To set this up, create a dashboard with two tabs, each displaying live data for a specific group. Use live data widgets and filters to show solved tickets for each group. Then, create bookmarks to ensure each tab defaults to the correct group data. For more details, check out theoriginal guide.


More related questions

What do I need to create a live dashboard with bookmarks in Zendesk Explore?

To create a live dashboard with bookmarks in Zendesk Explore, you'll need intermediate skills, about 15 minutes, and access to Zendesk Explore Enterprise. Ensure you have Editor or Admin permissions, ticket data in Zendesk Support, and at least one…

How do I configure a dashboard tab to show live data for a specific group?

To configure a dashboard tab to show live data for a specific group, you'll need to add live data widgets and filters to your dashboard in Zendesk Explore. Start by creating or opening a dashboard in Edit mode. Add a live data widget for solved…

How can I hide bookmarks in a Zendesk Explore dashboard?

Hiding bookmarks in a Zendesk Explore dashboard is straightforward and helps keep your dashboard clean. While in Edit mode, click the down arrow next to the bookmark you want to hide and select 'Hide' from the options. This will remove the bookmark…

Can I schedule reports with bookmarks in Zendesk Explore?

Yes, you can schedule reports with bookmarks in Zendesk Explore, and they will reflect the default bookmark upon delivery. To ensure the correct bookmark is used, pin it as the default filtered state during creation in the dashboard's Edit mode….

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