Sharing dashboards through email

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16 Comments

  • Braiden Woodward

    Is there any way to share these via email to external email addresses like you can on Good Data? 

    5
  • Lauren Collins

    Is there a way to email to individual users without sharing with the entire group? We have created dashboards for our agents that we want to email out to them every night and the only way it seems to do this right now is to create a group for every single person. We have over 40 people on our team and this feels very manual. Will this ever change?

    4
  • Steve Rankin

    I put a ticket into Zendesk Explore Support and they were able to resolve the unsubscribed agents. They also let me know that currently there is no self-management for this, and that a ticket is required to have people removed from the unsubscribe list.

    1
  • Christian Costello

    Also agree.  This is an import feature, email dashboards to external users, with our adoption of Explore.  Please add.

    1
  • Steve Rankin

    If the dashboard is emailed out, and a recipient clicks "unsubscribe", but then changes their mind - how do you revert the unsubscribe?

    1
  • Matt McCluskey

    Thanks ZD Team.  :)

    I think the issue I was also having was my CS team in Support (Admin > People > Agents Explore Settings) was set up as "Viewer" status, and not "Editor".

    This was not clear to me at first, but I think I got that now.

    I didn't see this in any documentation about setting this up on the Support side.  Maybe I missed it.

    Thank you for the help. : )

    1
  • Rob Stack

    Hi Matt, I believe what you need to do is to check the Dataset authorizations page. Make sure you have permissions to the dataset that makes up the dashboard you are trying to share.

    For more detail, see https://explore.zendesk.com/hc/en-us/articles/115010189747-Setting-editor-and-admin-permissions

    Note: I don't think the current docs describe this clearly enough. I'll try to get them updated soon.

    1
  • Reshma Patel

    Agreed.  We would need the ability to send dashboards or reports to people or distribution lists outside of Zendesk.  

    0
  • Heather R

    We keep getting failures when trying to email a dashboard:

    Your dashboard delivery has failed for the following tag "SLA Test Dashboard on Explore" and reasons: Your queries took longer than 10 minutes to execute. You can retry by clicking here.

    We've tried cloning the dashboard, taking out tabs, slimming down the date range, but it still times out. Any ideas?

    0
  • Jeff Northrup

    Steve Rankin, any luck with the unsubscribed agents?  I also am having this issue and created a support ticket.

    0
  • Steve Rankin

    Hey Matt McCluskey, just to ensure you aren't missing this step, you need to share the dashboard with groups first, before you can share the dashboard via email with those authorized groups:
    https://explore.zendesk.com/hc/en-us/articles/115000998408-Sharing-dashboards

    0
  • Rob Stack

    Hi Heather, thanks for this. I've gone ahead and opened a ticket so this can be properly investigated. You should hear back soon.

    0
  • Matt McCluskey

    I can't even get an Authorized Group to come up in the drop down.  What am I missing?  Thanks.

    0
  • Matt McCluskey

    Mmmm... Still cannot get the Authorized Groups to populate.

    Here's a junk Dash Board that I can't get to work as a Test.

    How do I get Authorized Groups to populate?

    0
  • Rob Stack

    Thanks for this Matt, it will make a useful addition to the docs!

    0
  • Keela

    Agreed to the above. I was wondering if I may have been overlooking something.

    -1

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