Creating dashboards for the current user in Explore | Community
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Creating dashboards for the current user in Explore

  • September 20, 2019
  • 9 replies
  • 0 views
R

Hi everyone

Pretty new to Explore, hoping someone can help please?

I am trying to create dashboards for each of our agents so they can track their own stats.

I only want an agent to access their own individual stats.

Rather than creating individual dashboards for each agent, is there a suggested method of feeding the current user name into some sort of dynamic attribute filter?

For example John Smith is an agent, he logs into his dashboard. The dashboard displays a count of all tickets assigned to him only.

Something like count tickets where (ticket_assignee_name) = (current_user)

Hope you can help!

Thanks

 

    9 replies

    Tim11
    • Tim11
    • September 22, 2019

    Yeah!! There actually is a way to do it in the 'old' system of Good Data... called variable filters - they do pretty much exactly what you've mentioned, i.e. assignee = current user (and you can set a whole load of other fields based on other properties too). 

    Sadly there aren't variable filters in Explore yet... there's a feature request for it here though: https://support.zendesk.com/hc/en-us/community/posts/360031822473-Request-to-get-Variable-filters-working-in-Explore 

    R
    • Ray16
    • Author
    • September 23, 2019

    Thanks!

    It's interesting - the function USER_NAME() is mentioned in this article -

    https://support.zendesk.com/hc/en-us/articles/360022184834-Explore-functions-reference

    This is supposed to return the name of the current user who is logged into Explore.

    I have a simple query to count the number of open tickets.

    In the column, If I use create a calculated attribute: IF ([Assignee name]="Ray Brookes") THEN TRUE ELSE FALSE ENDIF and apply a filter to only display only true values, that works and gives the correct result.

    However if I use the calculated attribute: IF ([Assignee name]=USER_NAME()) THEN TRUE ELSE FALSE ENDIF the metric validates OK, but returns no results - all values are false.

    Maybe I am not using the function correctly - but it logically seems correct?

     

    J
    • Joel25
    • December 4, 2019

    I am interested in where this ended up.  I couldn't find the reference to USER_NAME() that @Raymond Brookes mentioned in this article - https://support.zendesk.com/hc/en-us/articles/360022184834-Explore-functions-reference.  Was it removed?

    Devan
    • Devan
    • December 5, 2019

    Hello @Joel Mayer,

    We still haven't found a solution to Raymond's original ask. But if you had a question you were facing that was similar, we would like to know more about it if you could share some details on your issue.

    Best regards. 

    J
    • Joel25
    • December 9, 2019

    It is very similar, if not exactly the same.  I'm hoping for a way for my agents to be able to track their individual stats and not have to create individual dashboards.  This approach doesn't really scale well and introduces clutter.

    Brett13
    • Brett13
    • Community Manager
    • December 9, 2019

    Hey Joel,

    I did some digging around and it doesn't look like there's a current user filter that can be applied to reports/dashboards at this time. Currently, you'd have to create a dashboard/query for each agent on the account if you want them to only have access to their information.

    I was also able to track down a possible workaround submitted by one of our Community Moderators that may help: [Explore] Use current user's attribute as default filter for dashboard

    Let me know if you have any other questions!

    Darren13
    • Darren13
    • June 12, 2020

    We have *only* 25 agents and want to introduce a dashboard where they can see their own (and only their own) activity and time logged so that they can monitor their own performance.

    Without being to dynamically set the dashboard to filter by the "logged in user" we have to replicate and then amend 25 dashboards for each agent -  which when we come to amend the dashboard in the future we then have to repeat 25x. 

     

     

    Brett13
    • Brett13
    • Community Manager
    • June 16, 2020

    Hey Darren,

    Variable filters are on the roadmap for the Explore product, however, we don't have an ETA of when this will be available to users. You can take a look at this feedback post for more information: Request to get 'Variable filters' working in Explore

    Let me know if you have any other questions.

    Cheers!

    Omer13
    • Omer13
    • July 25, 2021

    Looking for something similar, a personal dashboard based on the user logged in, we need to allow the employee to see their start/KPI without exposing the entire organization data.
    Any change in the product, I see this is more than a year old.

     

    Omer

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