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Joseph11
Newcomer
February 25, 2025
Parked

Cannot customize message in Zendesk Explore for schedule delivery

Related products:Analytics
  • February 25, 2025
  • 9 replies
  • 69 views

In the legacy Explore dashboard, when you select “Schedule” there is an option to customize the message that is sent with your reporting dashboard.   For example, we changed the default message “Your scheduled dashboard delivery is ready. It's attached to this email for you" to include the email addresses of our admins in case our managers needed any changes to the reports.

 

Please update the “Schedule Delivery” option in the new builder to allow for adding a message to the emailed reports.

      9 replies

      Shawna James
      Shawna JamesCommunity Manager
      Community Manager
      February 27, 2025
      Hey Joseph,
       
      Thank you for taking the time to provide us with your feedback. This has been logged for our PM team to review. For others who may be interested in this feature request, please add your support by upvoting this post and/or adding your use case to the comments below. Thank you again!
      J
      Joseph11Author
      Newcomer
      March 19, 2025

      We previously used the message option under “Schedule Delivery” in Explore to notify upper management that received daily reports of contact information for our admins.   This was mainly used if there was data missing on the reports or issues with the exported reports attached to the scheduled emails.

        O
        Olivier19
        November 6, 2025

        Hello,

        On my side, I used this very convenient functionality by adding the dash board url in the customize message so that all people receiving the schedule delivery email could connect to the dash board and check the figures and also could directly click on the desired ticket ID to check it.

        It's a convenient way to check the dashboard instead of going to Explore and check the shared dash boards.

        Now, it's not possible and you can only add excel, pdf files and there is no link with the dash board anymore…

        That's clearly a pity.

        So I would really appreciate to get back this possibility or to get another way to fulfill what was convenient before.

        Thanks a lot.

         

        Sincerely,

         

        Olivier

        O
        Olivier19
        November 6, 2025

        Hello,

        I repost a new message as it seems the first one did not work.

        On my side, I used this functionality to put the dash board url into the customize message. It was very convenient to people receiving the schedule delivery as they could get direct access to the dash board by clicking the link and could also check the different reports or click on ID tickets to check them directly in Zendesk support.

        Now the new Explore delivery schedule prevents this possibility as you can only add attached file (pdf, excel, …) and you cannot check figures directly into the dash board.

        I would appreciate to get back this functionality or get a solution to fulfill this requirement.

         

        Thanks a lot.

         

        Sincerely,

         

        Olivier

        J
        Joseph11Author
        Newcomer
        May 13, 2026

        Is there any update or restoring this option to add messages to reports that are emailed from Zendesk analytics?

        Shawna James
        Shawna JamesCommunity Manager
        Community Manager
        July 28, 2026
        Updated idea statusFeedback submitted→Under review
        E
        Eugene OrmanProduct Manager
        Product Manager
        August 7, 2026
        Updated idea statusUnder review→Parked
        E
        Eugene OrmanProduct Manager
        Product Manager
        August 7, 2026

        We are not introducing new features to Explore, but this will be considered for Agentic Analytics when dashboard scheduling is introduced. 

        E
        Elle11
        Newcomer
        August 20, 2026

        I would expect that we would at least get back to product parity with what was available prior to the new dashboard builder getting pushed live for Explore, especially for a feature like this. Being able to add additional context into the body of a scheduled dashboard send and being able to update the subject of the email seem like easy wins. 

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