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Scheduled Dashboard shows different values

  • November 13, 2019
  • 10 replies
  • 0 views
Z

Hello all,

I am setting up dashboards for different groups that all want the same information. I have so far been able to get the values I expect in the dashboard to stay. When I try to schedule the dashboard to be sent, the PDF I have being sent with the dashboard shows different values than what the dashboard normally shows. Any ideas would be helpful.

Excuse my terrible coloring skills but I think this may be a better representation of what the issue is. The top screenshot is from an emailed PDF and the bottom one is from the dashboard in Explore with all changes published. The date filter seems to work to set it as a floating range but my other filter that I have set does not stay when I email the dashboard in PDF format.

 

 

I would like a way to have the dashboard that is emailed reflect what I am seeing when I login. I know it is possible to do by creating new querys for each of the groups but would like to avoid doing that if possible. The top image is what I see when I log in to explore and the bottom is the emailed PDF version. It looks like instead of keeping the filter, filter 1, it just populates with all of the data instead of just what should be there based on filter 1.

 

Thanks,

 

 

      10 replies

      Brett13
      • Brett13
      • Community Manager
      • November 15, 2019

      Hey Zachary,

      I'm not able to see the images you've uploaded.

      Any chance you could re-upload so we can take a look for you?

      Thanks in advance!

      Z
      • Zach12
      • Author
      • November 18, 2019

      Brett,

      I got the images re-uploaded.

      Thanks,

      A
      • Anonymous
      • November 18, 2019

      Hey Zachary, you don't have an opportunity to set any filters when you schedule a dashboard to be emailed.   The best option is to have a variable date range as the default in your queries so that is what is applied when you get the email (i.e. "last month" or 30 days ago to today").

      Z
      • Zach12
      • Author
      • November 18, 2019

      Hillary,

      I may not have explained this well enough. The date range function works well. I am only seeing tickets from the past 30 days whether I am signed in to explore or if I am looking at the PDF version. It is the other filter, filter 1, that is causing the issue. I am not sure if the date filter is different fundamentally or if I am just missing something. Filter 1 should only show tickets from Group 1 and it works when I sign in and seems to be the default for that filter. I am getting tickets showing up for all groups instead of just Group 1. Is this just the way that it is setup?

      Thanks,

      A
      • Anonymous
      • November 18, 2019

      Hey Zachary, I haven't found a way to set filters for dashboards that are emailed.  The dashboard emails the version without any filters (i.e. the defaults in your queries).  The only way I know of to have a dashboard email just filtered on a group (Group 1) would be to save your queries with only Group 1 data.  Of course, if you have a Group 2, you'd have to save a different version of your queries and make new dashboards for Group 2.

      An alternative would be to have the one dashboard with filters, then manually export the data as you need and manually email that file to users.

      Z
      • Zach12
      • Author
      • November 18, 2019

      Hillary,

      Thanks for the info. The export function I was unaware of but I do not think I will be able to use it for what I need to happen. Do you know if there is a plan to add a default dashboard filter that will email as well?

      Thanks,

      A
      • Anonymous
      • November 19, 2019

      I don't know of a plan from Zendesk for this type of functionality.  I can't find any Product Feedback posts along these lines either.  If you wanted to add a post, I'll give you an upvote, because I would certainly like the same thing.

      Z
      • Zach12
      • Author
      • November 19, 2019

      Hillary,

      Would you mind directing me to the Product Feedback area so that I can make a post for this?

      Thanks,

      Brett13
      • Brett13
      • Community Manager
      • November 19, 2019

      Hey Zachary,

      Here's a direct link to the Explore Product Feedback topic :)

      Cheers!

      K
      • Kyle44
      • February 4, 2021

      I believe that if you set a default Bookmark on a dashboard/tab then that will be the emailed version. Certainly not perfect as then you have to duplicate the dashboard with a different Bookmark to schedule an email to a different filtered group (or other criteria). You can hide the Bookmark also if you like.

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