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[ARCHIVED] Explore: Emailing Customer Metrics Reports

  • November 14, 2018
  • 6 replies
  • 0 views
A

Hello Product Team,

Jayme O'Brien and I went through the Explore reports today and as I understand it, it will replace Insights/GoodData at some stage. I currently use the reporting tools to show how may tickets per org are submitted and the efficiency statistics for each org. I send them to the Org management teams weekly and monthly, to show them how efficiently we are at managing their tickets. We will need this functionality moving forward. Can you tell me if this can be added to the roadmap for Explore?

Thanks,

Steve

    6 replies

    V
    • Vincent26
    • November 14, 2018

    Hi Steve,

    Thank you for reaching out.

    Good news - sharing & scheduling dashboards outside your Support organization is definitely high up on our priorities.

    Kind regards

    Vincent

     

    S
    • Stassa
    • May 22, 2019

    Hi Vincent, has the sharing organizational dashboards option been created?

    V
    • Vincent26
    • May 27, 2019

    Hi Stassa,

    We are currently working on the possibility to share live dashboards with public / password-protected links, which will enable stakeholders w/o a Support seat to access dashboards. I can't commit to an exact availability timeline, but we're looking at an EAP in Q3.

    We'll then be adding the possibility to schedule dashboard exports with individual Support agents, followed by the possibility to schedule dashboard exports with stakeholders w/o a Support seat.

    Kind regards

    Vincent

    S
    • Stassa
    • June 18, 2019

    Hi Vincent, 

    What about stakeholders with a seat?  Clients (end-users)?  Is that also included in the dashboard share or are Explore reports being made visible to end-users?

    L
    • Leif12
    • December 2, 2019

    Looking for this same functionality.  How can I share a Dashboard with a client to show organizational performance stats for that client?

     

    Thanks!

     

    Leif

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    • Vincent26
    • December 4, 2019

    Hi @Leif Cederblom

    Thanks for reaching out. I see that you have already signed up for the "Sharing outside of Zendesk" EAP. Your account manager will be reaching out to you shortly re. access to the EAP.

    Kind regards

    Vincent

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