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Zach12
November 19, 2019
Accepted

Set filters on Scheduled Dashboards

Related products:Analytics
  • November 19, 2019
  • 28 replies
  • 151 views

Hello,

I created a post here: https://support.zendesk.com/hc/en-us/community/posts/360037531293-Scheduled-Dashboard-showes-different-values?input_string=Set%20filters%20on%20Scheduled%20Dashboards that talked about having filters applied to a scheduled dashboard. I would like to see if there is going to be a possibility of using the same queries and having them filtered on the scheduled delivery. When I open the dashboard, it shows me the data filtered how I expect it without me having to set a filter. On the emailed PDF version, it does not keep the filter. If this is too similar to setting default filters on dashboards I will go ahead and remove my post.

Thanks,

      28 replies

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      Paul26
      Paul26
      Newcomer
      December 7, 2021

      Is there any possibility this ability will be coming in the near future? This is costing us time and money each week because we have to manually pull reports for each of our clients because we can't schedule filtered dashboards showing just their data. Sure we could create duplicate queries for each client with filters pre-applied, but that is messy and unmaintainable for us.

        Nikki13
        Nikki13
        February 28, 2022

        Applicable for us too. For me, it's a date filter. I get a last-14-days PDF each morning, but I'd also like to get a last-90-days filter weekly.

          Matthew14
          Matthew14
          Contributor
          June 15, 2022

          Is the best current solution to this to clone whichever dashboard you want to have the separate range, update the date range bookmark, and then set up a schedule for that one?

          Dane13
          Dane13Employee
          Employee
          July 2, 2022
          Hi mfg,
           
          As it turns out, that's currently the only workaround for this kind of use case.
          Omar18
          Omar18
          September 23, 2022

          we want and need this also

          so you can send agents their metrics each week/day etc via the schedule, but they only see theirs, not the whole team

          Omar18
          Omar18
          September 27, 2022

          how do you clone the dashboard so only one agent is on the scheduled delivery?

           

          e.g. you have dashboard with reports:

          (assignee name) solved tickets, requester wait time, first reply time, one touch, two touch

          how can I clone that so it has only one agent in the assignee name part, rather than having that as a drop down where it is all filtered

           

          Also noticed this thread has comments from 2021 about schedule delivery with filters, so can be emailed out etc. to invidual.

          its clearly something that people need and want, whats the hold up with delivering it?

           

          Edwin11
          May 1, 2023

          +1 on this feature!

          Atanas
          Atanas
          Contributor
          June 12, 2023

          +1

          John87
          John87
          June 25, 2023

          @bctsupport did you ever get publishing the reports to the community to work?   I have been wanting to do this but can't find a quick or easy way to do it

          HAC_RD11
          July 13, 2023

          Definitely a needed function. I have to apply date filters to multiple pages and export each tab otherwise. If this is not possible, there should be a way to export all tabs at once after having applied a date filter across all tabs.

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