[ARCHIVED] Add ability to send reports to end users (not just PDFs of Dashboard) | Community
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[ARCHIVED] Add ability to send reports to end users (not just PDFs of Dashboard)

  • July 12, 2018
  • 17 replies
  • 0 views
A

Hi Zendesk Product Team,

My team and I crucially need the ability to send reports (not dashboards) to non agent users. We have customer managers of end users that would like to see metrics and be able to pivot on them in a CSV/Excel format and we'd like to use the email scheduling feature to send these out. While email scheduling to end user's works terrifically with dashboards, it only allows emailing of a PDF. Our managers need CSV's/Excel format documents which are only available in report email scheduling. Finally, it looks like the ability to add end user emails in report email scheduling 'almost works' as when you enter an email you get a pop-up to 'add email' but after you click that the email disappears. 

Hoping you can look into adding this functionality as it would be a huge win for our team and the product.

Cheers,

~Adam 

    17 replies

    Dave15
    • Dave15
    • July 12, 2018

    Adam,

    great feature request... you should vote for it since you made the request.  ;)

     

    -Dk

    Nicole17
    • Nicole17
    • July 12, 2018

    Thanks for the feedback, Adam! We will be interested to hear if others would benefit from something similar. 

    D
    • David236
    • July 12, 2018

    Adam,

    Excellent point and SO needed. Please help us out on this one Zendesk. PDF's are very limited when we are trying to automate reporting with data that can be extracted or used in other reports with our associates.

    Dave

    J
    • James174
    • July 18, 2018

    We serve multiple enterprise customers and I want to create scheduled reports for them, this is a very important criterion for me. Right now I need to schedule to agents and then manually send them out to my customers 1 by 1, this takes up quite a lot of time. If this can be automated it will save me a lot of time.

    M
    • Michael66
    • July 20, 2018

    Concur entirely with the OP. Getting access to the raw data, so individual managers can run their own analysis or reporting, is absolutely crucial. This should be available in the product as a feature at the higher subscription levels.

    A
    • Adam47
    • Author
    • August 14, 2018

    Any update on this request? My team still could really use this feature, also, it looks like it'd be simple to implement. The only thing that restricts it currently is not being able to add outside (non-agent) email addresses.

    D
    • David236
    • August 15, 2018

    Hi Zendesk -

    Can your product team give us an estimation of how much effort this would take? Or if there is an intention behind not having the ability to send reports to non-agents (as well as in excel format)?

    Thank you!

     

    Dave

    M
    • Maggie11
    • August 15, 2018

    Yes, we could definitely use this enhancement too. We have numerous customers that want reports from us about their support usage, ticket counts, users generating the most support, etc. Currently, we have to send the reports to ourselves and then forward to the customer. It would be great to take us right out of that mix and send directly to the customer.

    N
    • Nicolas37
    • October 13, 2018

    i concur too... being able to pull and automatically send a report to a key stakeholder for one organization is a must have.

    right now i have to work through a special view with "only" 10 columns (i have agent only fields) sync with our Engineering dpt + dealing with CSV, assemble triage etc...pfff..takes a good hour (and by that time the data might have change!)

    Insight is great, do not get me wrong :-)

    S
    • Samy12
    • March 15, 2019

    We are experiencing the same challenge as Maggle and would greatly benefit from this feature.

    R
    • Russell23
    • April 22, 2019

    The ability to have excel / csv reports scheduled to our clients is critical so couldn't be more for this feature.

    Can ZD product team comment if this is in the pipeline for explore?

    Nicole17
    • Nicole17
    • June 20, 2019

    Hi all - just a note that I'm moving this over to the Explore Product Feedback topic, as that is where any and all updates related to reporting will happen going forward.

    S
    • Sidd13
    • September 10, 2019

    Hi Nicole,

    Do we have this feature ready? Do we have any timeline for us to schedule the report in Excel format or CSV format?

    Devan
    • Devan
    • September 10, 2019

    Hello Nantha,

    Currently, at this time we don't have any update on the feature update in regards to its implementation on our update roadmap.

    Best regards.

    S
    • Shane29
    • October 7, 2020

    Still no update on this? 

    R
    • Rob21
    • October 7, 2020

    Hi, scheduling dashboards with end users is now available on Explore Professional (Legacy) and Enterprise plans. For more details, see https://support.zendesk.com/hc/en-us/articles/360053654653

    S
    • Shane29
    • October 7, 2020

    That is not the topic of this request... This is asking for the option to send reports (not dashboards). 

    I'm not wanting to schedule an entire dashboard... I want customer-specific data to be scheduled w/out sending creating a separate dashboard for every single customer that we have. 

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