Workarounds for Custom Role Filtering in Zendesk Explore
How can I work around the lack of custom role filtering in Zendesk Explore?
While Zendesk Explore doesn't support filtering by custom roles, some users have found workarounds. For instance, creating a custom checkbox on user profiles to track full agent licenses can help.
By marking this checkbox for full agents, you can create customer lists and export them to manage and monitor agent roles more effectively. This method, while not perfect, can help bridge the gap until custom role filtering is available.
More related questions
Can I filter Zendesk Explore reports by custom agent roles?
No, you cannot filter Zendesk Explore reports by custom agent roles. You can only filter reports based on the default user roles such as agent, admin, and end user. If you're looking for more information on how to work with report filters, you can…
What are the default user roles available for filtering in Zendesk Explore?
In Zendesk Explore, you can filter reports using the default user roles, which include agent, admin, and end user. These roles are predefined by Zendesk and allow you to categorize and filter your reports based on these specific roles….
Why can't I filter reports by custom agent roles in Zendesk Explore?
Currently, Zendesk Explore does not support filtering reports by custom agent roles. This limitation means you can only use default roles like agent, admin, and end user for filtering. Many users have expressed the need for this feature, as it…
How can I provide feedback on the need for custom role filtering in Zendesk Explore?
If you want to provide feedback on the need for custom role filtering in Zendesk Explore, you can post in the Zendesk community. The community is where product managers provide updates and gather user feedback. By sharing your thoughts there, you…
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