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Explore - Saving Dashboard Dates

  • February 19, 2021
  • 2 replies
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Joshua11

The date range for the Zendesk-created dashboards in Explore are set to automatically be for the last 30 days as soon as you visit the dashboard. I cannot get my own dashboards to mimic this behavior.

For example, I'd like to have an Agent dashboard that has tabs for Weekly, Monthly, Quarterly, etc. I'd rather not have to create a query for each date range. In fact, I'd love it if I could just have buttons on my dashboard for common ranges.

Anyway, no matter what I do with the time filter, I can't get it to save my choice. I have followed the instructions here as well as straight up copying the filter settings from one of the ZD dashboards both with no luck.

What am I doing wrong?

    2 replies

    sphen11
    • sphen11
    • February 19, 2021

    @Joshua Bentley  You can totally do this! Adding buttons to toggle between common ranges is done via Bookmarks. 

    The behavior you describe with the precanned dashboard automatically filtering for last 30 days is done with a Bookmark. Since it's just a single bookmark setting a default, the precanned dashboard has hidden the bookmark so you can't see it or interact with it. But you can expose the bookmark widget on your own custom dashboard, and add several of them for common ranges.

    https://support.zendesk.com/hc/en-us/articles/360037527374-Explore-recipe-Taking-dashboard-filters-and-bookmarks-to-the-next-level

    In this article, see "Configuring dashboard filters" and then the "Setting up the bookmarks" section. This example walks you through setting up three common ranges: 12 months, 12 weeks, and past 30 days. But you can make this whatever date ranges you'd like :) 

      Joshua11
      • Joshua11
      • Author
      • February 23, 2021

      Thanks, @Stephen Belleau! I figured out the hidden bookmark thing not too long after I posted, but the rest of your information is really helpful.

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