Using Explore Dashboard Filters - Frequently asked questions
Frequently asked questions
How can I simplify the dashboard filtering process in Zendesk Explore?
To simplify the dashboard filtering process, it's best to use reports from fewer datasets. Typically, one or two datasets will provide enough data for your needs. For instance, the most common prebuilt dashboard tabs are based on a single dataset….
What are the best practices for selecting time filter attributes in Zendesk Explore?
When selecting time filter attributes, choose only those you actually need for filtering reports in the tab. Each dataset has multiple time attributes, and these are listed in the time filter menu. Normally, you'll need one to three time attributes…
How do I link data filters across multiple datasets in Zendesk Explore?
To link data filters across multiple datasets, you need to connect data filter attributes to their equivalent attributes from other datasets. For example, in the Satisfaction tab of the default Support dashboard, reports from the Tickets and…
Why might I exclude filters from reports in Zendesk Explore?
Excluding filters from reports can be useful for several reasons: if you're using more than one attribute in the time filter, if you don't want some reports to be affected by a specific filter, or if a dashboard filter might override results…
How can I effectively use time filters in Zendesk Explore dashboards?
When using time filters, it's better to select a specific time limit rather than the All history value. Selecting All history means no time frame is selected, so it doesn't filter any report on the dashboard. This can lead to report-level filters…
How do I save default filter values in Zendesk Explore?
To save default filter values, use bookmarks. Values selected from a dashboard filter aren't automatically saved, so each time the dashboard is accessed or reloaded, the filter selections reset. Setting a default bookmark for each dashboard tab is…
Can I use filters across multiple tabs in Zendesk Explore?
Yes, you can use filters across multiple tabs by adding the same filter to each tab you want it to affect. This allows data filters, time filters, and live data filters to work across multiple dashboard tabs, ensuring a cohesive filtering…
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