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Exporting bookmarked(filtered) data from dashboard

  • January 25, 2024
  • 5 replies
  • 0 views

Can we schedule Zendesk dashboard for different bookmarks? So data exported in excel or pdf will have filtered data. Currently when I am scheduling dashboard it gives all data, I have added 2-3 bookmarks on the dashboard and want to schedule dashboard for each bookmark. Please let me know how this can be done.

5 replies

Brandon12
  • January 26, 2024

As of right now, you'd have to clone the dashboard (not ideal) but this is a good feature suggestion for the Explore Dashboard Builder - now in Beta.


Stephan12
  • January 26, 2024

Hi Gajanan,

As Brandon mentioned the cloning is neccessary, but then it works. Great feature also! 

Regards, Stephan


  • Author
  • January 30, 2024

@stephan12 & @brandon12 Thank you! I have cloned the dashboard but there is one more issue, Sceduled reports are in medium quality, so Pdfs are not showing the complete data. specifically for tabular reports if I have 8 rows visible on dashboard but exported pdf's will show only 3-4 rows. Any option for this?

 


Brandon12
  • January 30, 2024

Hey Gajanan - 

Two options here: Export as Excel or expand the widget to include the entire table.  In the case of larger datasets, adding the table to its own tab is advisable.

Brandon


Stephan12
  • January 30, 2024

Hi @gajanan,

I also experienced this in one dashboard. As Brandon already mentioned, you can send the details via Excel export or you have to change size of dataset in the dashboard according to the size of PDF. If there are a lot of detailed information to share I would suggest to provide an .xlsx-file.

For further information do not hesitate in contacting us.

Regards,

Stephan