Sharing a dashboard with an individual

Completed

4 Comments

  • Vincent Dollet

    Hi Candace,

    Thank you for reaching out.

    Good news - we are currently wrapping up the development that will enable you to share dashboards with individual agents. So, in the coming weeks, you'll be able to share dashboards with any agents and / or Support groups.

    Once this is done, we intend to also enable you to share dashboards outside Zendesk as well as with light agents. I unfortunately do not yet have a firm date for both improvements.

    Kind regards

    Vincent

     

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  • Candace Alexandres

    That is great news, @Vincent! It seems odd that we won't be able to share with all agents, including light agents in the coming weeks, but I am happy to hear that light agents and external individuals are on the roadmap. 

    Cheers, 

    Candace 

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  • Natalie Ruhl

    Is there an update on this? From wrapping up 7 months ago?

     

    It would really be beneficial to be able to report outside of Zendesk to for example the exec team or product teams that don't use Zendesk.

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  • Vincent Dollet

    Hi Natalie,

    Apologies for not updating this post earlier on.

    We released last year the possibility to share a dashboard with individual agents (which was the primary request of this post).

    Next on our "insights dissemination roadmap" is:

    • Enabling you to share dashboards with non Zendesk agents
    • Enabling you to schedule a dashboard with individuals and/or non Zendesk agents

    I'll mark that post as "Completed". Don't hesitate to jump in this other topic to discuss sharing outside Zendesk: https://explore.zendesk.com/hc/en-us/community/posts/360004330728-Dashboard-Sharing-with-Others

    Kind regards

    Vincent

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