Sending a Scheduled Report in Explore

Scheduling on selected queries on a dashboard is important to us too, especially on a large dashboard that contains many queries.

+1 for scheduling queries instead of dashboards.  Every single one of our 58 agents currently receives personalized productivity reports several times a day through Insights.  Now I have to setup 58 dashboards to support this functionality?  That's bonkers, y'all, what a time suck and adds so much unnecessary noise to the dashboards section in Explore.

Editing to add:  So I started to change my reporting for my team so that I could cut down on the number of dashboards I would need to setup... but as it turns out, the hourly productivity report I use is too wide to send as an image anyway.  There's no winning here.  I can only send it as an excel file or else the report gets cutoff. 

With Insights, this report could be sent in the body of the email, it was such a quick an easy way for agents to keep track of their work.  Now I can't send it as an individual query, I can't send it as an image, and my agents have to download a file just to see how many emails they've sent throughout the day.

This is def not an improvement.

I agree with @Erica Clayton, I really don't see how it is a reasonable ask to have users create multiple dashboards for simple individual queries. +1 for the functionality being included.

Hey Eugene (or any other community/product person), it's been 9 months since you mentioned it wasn't on the roadmap for the next 9 months, is there any update to share on this? I've just gone to the effort of migrating all our reports from Insights to Explore and combined them all into two easy dashboards but am only now hearing that you cannot schedule even individual tabs.

This means I now have to break all of these dashboards apart into a separate dashboard with a single tab. This is a crazy amount of effort being placed on users and I'm hoping there is an option to, at the very least, be able to schedule a single tab of a dashboard to people rather than ALL tabs.

Another vote for this functionality. I would think that this would benefit a large number of your customers, they just don't know this thread exists to add their voice to the conversation.

I really hope the Product team reconsiders.

When an agent report is created in Explore, we cannot schedule a monthly report to be sent to each agent to remind them to 1) verify their articles with a list of those articles or 2) publish all the draft articles they own.  This is a necessary report. Will this functionality be added to Explore?

I would love to see this added as well!

I use dashboards for overview of the support, while some reports that I need are super detailed. It doesn’t make sense to create a dashboard for only one query. 

2 YEARS people have asked for this.

Do you all ever move any requests to production. We have data that needs to be exported as a CSV daily out of Zen to a server directory to be ingested into our accounting system. HOW?

Thank you for voting for this feature request and sharing your use cases. 

The ability to schedule email deliveries of individual reports is one of the features we are looking forward to releasing.

Currently, we are working on the new reporting experience that we plan to release in the first half of 2023. One of the long-term goals of this project is to make sure that this new experience will transform reports into self-sufficient artifacts that can be shared and scheduled separately from the dashboards. We are working towards this goal but it might take a few years to fully fulfill it. 

Hope this helps to set the right expectation.

Thank you for the update in November. The plan was to release the new reporting experience in the first half of this year; has that been done?

@eugene13, any update on this?

@Iris Edwards, yes the new reporting experience is available as a closed beta at the moment. You can find more information here - Announcing a closed beta for the new Explore report builder. 

We are still working on adding more functionality to the new version of the report builder. The ability to schedule reports will eventually be part of it but we will not have the bandwidth to work on this feature this year.

Zendesk team, 2024 ended, any updates on this request that has been going for over 5 years now from 2019?