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Request to get 'Variable filters' working in Explore

Related products:Analytics
  • June 13, 2019
  • 45 replies
  • 85 views

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45 replies

  • June 17, 2021

Hi - is this still on track for delivery in H2 2021? 


  • July 8, 2021

Hey @Walter Bellante better late than never!

This really is critical to our reporting tools - all of our clients want to see their open and closed tickets and how our support team has been every month, and we have over 100 clients. Creating a hard-coded dashboard for every client is currently the only way I can imagine automating this which would be ridiculous :P

Could you (or someone else on the Product team) please provide an estimate of when this is scheduled for? We're already in the start of the second half of the year so I'd expect it'd be easier to tell at least if it's Q3 or Q4 from here.


  • July 8, 2021

@Pat Harland-Lee,

I have been told by my ZD account manager that it's likely a Q4 (US FY) release.


  • July 26, 2021

A rough estimate for this would be amazing, if the Q4 comment could be confirmed that'd be great!


Walter11
  • Employee
  • February 7, 2022

Hello,
this is to share an update regarding the ability to dynamically adapt the content of the dashboards.

I understand we had initially communicated for this to happen by the end of 2021 and that many of you are eager to have this feature to reduce the number of dashboards you manage.
The feature requires a bit more time than we had initially accounted and it is currently set to be shipped in Q2 2022.

I will keep you posted on any other updates.
Thanks again for your patience and feedback.

Walter


Daniella13

Have there been any updates to the ability to create individual agent dashboards?


Katie26
  • March 29, 2022

Will there be a beta? Super thrilled about this upcoming feature!


  • July 8, 2022

Hey guys, any update since Q2 has come and gone now?


Dan32
  • July 12, 2022

Also eager to hear any news on this feature, it's been requested for some time and will make a huge impact for our teams


Jorge28
  • September 8, 2022

Hi! 

Is this feature already released or is there a new release date?

Best regards,


Walter11
  • Employee
  • September 8, 2022

Hi everyone,
thank you so much for the enthusiasm you've shown with your comments.

The feature is currently under development and we estimate it to be ready between Q4 22 and Q1 23.
I understand many of you are eager to have this feature available and I can guarantee this is top of mind for Explore.

The feature is named "Dashboard restrictions" and will be available as part of the new dashboard builder experience.
You can learn more about the full list of features and how to access the new experience.

I will keep you posted once it's released.
Thanks again for your patience.

Walter


WB86
  • November 19, 2022

Any update on this? It seems ridiculous that there isn't an easy way to share individualized agent data that limits their ability to see the data of teammates. 


Walter11
  • Employee
  • December 15, 2022

Dear customers,
today I would like to share more than an update and give you the opportunity to get a sneak peek into dashboard restrictions.

I also want to reiterate that it will be available in Q1 ’23 as part of the beta builder.

Dashboard restrictions empower editors to dynamically adapt data to different audiences. As many of you requested, this includes the possibility of creating an individual agent dashboard where data will be dynamically adapted based on the viewer that is logged in.

Thanks again for your patience.
I hope you’ll enjoy the preview.
I will keep you posted once the feature is available. 


CJ95
  • December 15, 2022

@walter11 Will you be making this available for existing Dashboards? We have dozens of Dashboards that took many hours to set up. We cannot reasonably be expected to rebuild them all in the "new" Builder just to get a feature that we've been asking for, for 2 years. If this feature is not made available on the supported, already existing Dashboard builder, it has no value for me (and likely many others). 


Walter11
  • Employee
  • December 16, 2022

Hello @cj95,
dashboard restrictions will be available exclusively for dashboards built with the beta builder.

This functionality is designed to combine multiple dashboards into a single one. My recommendation would be to see if there's an opportunity to reduce the number of dashboards you have to manage and rebuild just a smaller amount.

Thanks,
Walter


  • January 11, 2023

Hello @walter11,

Will this also be available in the scheduled reports? 
If I create a schedule for my group "Customer Support" with 15 agents, will they receive 15 individual reports in PDF? 

BR Lasse


Walter11
  • Employee
  • January 11, 2023

Hi @lasse11,
thanks for your interest in dashboard restrictions.

Schedules won't be available at launch and it's not yet planned to be integrated in the next year.
You will be able though to create a single dashboard and have every agent in the group see individual reports.

Regards,
Walter


Walter11
  • Employee
  • January 31, 2023

Dear customers,
we are excited to share that dashboard restrictions are now live on the beta builder.
Dashboard restrictions empower editors to dynamically tailor a dashboard to different audiences.

You can learn more about how to use them in the article.

Many of you requested this feature to reduce the number of dashboards maintained when measuring the individual performance of an agent.
To ease your task, we’ve decided to include a “Support agent productivity” template. This has been built to give you an overview of how the agent has been performing on ticket volumes and response time over the last 7 days.
Once you’ve added the template, add a dashboard restriction on “Assignee name” with the value “Based on viewer” and share it with your agents.
Once they open the dashboard they’ll immediately be able to see just their own tickets.

Thanks again for your patience.
We look forward to hearing your feedback.

Walter


CJ95
  • January 31, 2023

@Walter Bellante -- For me, this is not really an implementation that is useful, because: 
1. It's only in a beta product that not everyone can even use. 
2. The beta has no scheduling features, so you cannot set up users to get a report of their data, which is for most people, the main purpose of this request, including the literal feature request post itself: 
"We're trying to get personalised emails sent to agents with a snapshot of what they've worked on, what CSAT looked like, etc etc at the end of each week. Without variable filters it would be a manual process of setting up a dashboard for every agent :( "

It's so frustrating to wait literal years only for the feature to be rolled out in a way that is inaccessible and unusable for the purpose it was requested for, and then see the request marked complete. 


Brett Bowser
  • Community Manager
  • May 1, 2026
The following idea has been merged into this idea:

All the votes have been transferred into this idea.