Explore: Share Dashboard with end-users with dashboard restriction (beta) | The place for Zendesk users to come together and share
Skip to main content
Parked

Explore: Share Dashboard with end-users with dashboard restriction (beta)

Related products:Analytics
  • July 31, 2023
  • 4 replies
  • 31 views

Jasper12

Feature Request Summary: 

Zendesk Explore with Beta dashboards should not only offer dashboard restrictions for Agents but also for end-users. This way, sharing a report with end-users becomes much easier to manage.

Description/Use Cases: 

We work with around 250 clients who would like to receive an SLA reporting on resolved tickets. Currently, this is achievable in the old Explore by creating a dashboard and setting a filter (using bookmark to set the data for a specific organization). However, in that scenario, you would need 250 copies of the same dashboard. A dashboard restriction based on the user's organization would resolve this issue.

Business impact of limitation or missing feature:

The manual process of generating and sending reports currently consumes a significant amount of time. When end-users can access and export these reports themselves in Explore, it will save several hours per month. Dashboard restrictions for end-users are, therefore, a major requirement for us.

4 replies

Jasper12
  • Author
  • October 3, 2023

Any update on this feature request? 


Walter11
  • Employee
  • March 11, 2024

Hello @Jasper - Embrace,

Thank you for sharing your feedback on the new dashboard builder. I wanted to let you know that currently, you can share a dashboard restriction through a link. You can find more information about this feature here.

Although it is not currently included on our 2024 roadmap, we are aware of the need to dynamically adapt dashboards for end-to-end users and are keeping it in mind for future updates.

Regards,
Walter


  • November 26, 2024

HI, any update on this request!

thanks!


Hi,

The function is interesting and very useful.
I have created several restrictions and thus several levels of sharing, but it would also be very useful to manage permissions for downloading.
At the moment there is no way to inhibit the download function or set limits.