How to modify a scheduled dashboard delivery in Zendesk Explore
Here is how to modify a scheduled dashboard delivery in zendesk explore
- First in Zendesk Explore, click on the "Dashboards" icon in the left sidebar
- Then click on the dashboard you want to modify the schedule
- Click on the dropdown arrow next to the "Share" button in the top-right toolbar
- Select "Schedule delivery" from the share dropdown menu
- Next click on the "Edit" icon next to the schedule you want to modify
- Start making the necessary changes to the delivery settings as needed (e.g., update recipients, adjust frequency, change file format)
- Finally, once done click on "Save" button to apply the changes
Why should you modify a scheduled dashboard delivery in Zendesk Explore
Zendesk is a service-first CRM platform that enhances customer support through efficient solutions.
Modifying a scheduled dashboard delivery in Zendesk Explore offers flexibility by allowing you to adjust report schedules to meet your evolving needs.
This feature ensures that the right teams receive the necessary data at the precise moment they require it, optimizing communication and decision-making.
By fine-tuning these deliveries, you keep your teams informed and align analytics with your dynamic business goals effortlessly.
Last update
