Dashboard filters and bookmarks in Zendesk Explore allow you to quickly change and save different configurations of your dashboard reports. By using filters, you can adjust the time period of the data displayed, and bookmarks let you save these configurations for easy access later.
For example, you can set up reports to track ticket updates and comments over the past year, and then use a change attribute filter to switch between viewing data by year, month, or day. Once configured, you can save these views as bookmarks, enabling viewers to switch between them with a single click. This feature is particularly useful for quickly accessing different data perspectives without manually adjusting settings each time. For more details, check out theoriginal guide.
Setting up dashboard filters in Zendesk Explore requires an advanced skill level and approximately 30 minutes of your time. This process involves creating reports, customizing dashboards, and configuring filters and bookmarks. You'll need Zendesk…
To create a report for tickets created in Zendesk Explore, you'll need to use the report builder to set up a column chart displaying the number of tickets created by month and year. Start by clicking the reports icon in Zendesk Explore, then select…
Customizing your dashboard in Zendesk Explore involves organizing and adjusting the layout to suit your needs. You can edit the dashboard to fit all widgets on one screen and hide unnecessary headers. To customize, open your dashboard in edit mode…
Adding a time filter to a Zendesk Explore dashboard allows viewers to select the date range for the data displayed. This is done by adding a time filter widget to your dashboard. To add a time filter, click 'Add' in your dashboard and select 'Add…
Setting up bookmarks in Zendesk Explore allows you to save and switch between different time views on your dashboard with ease. You can create bookmarks for monthly, weekly, and daily views. To set up bookmarks, first configure your dashboard with…
In Zendesk Explore, bookmarks save the state of all filters, not just one. This means you cannot associate only one filter with a bookmark while leaving others unchanged. A workaround is to use a custom attribute to replicate the bookmarked values…