Custom Dashboards Extension - Zoho Desk Knowledgebase

Custom Dashboards Extension for Zoho Desk

Dashboards provide a central location for decision-makers to access, interact with, and analyze help desk data so they can make critical business decisions. The visualization also serves as an effective solution to the overwhelming amount of data that users work with every day. The Custom Dashboards put critical information into one place that is only a click away, so you don't have to navigate through tabs and folders to get a snapshot of the information you require. Plus, you can customize the extension to add or remove charts as needed.

Key Features
  1. Add the charts for reports that matter the most for your day-to-day work
  2. Access key metrics of your help desk in a click
  3. Customize which profiles can access the custom dashboard

Installing the Extension
The Custom Dashboards extension can be installed from the Zoho Marketplace or your Zoho Desk account.
  1. Log in to your Zoho Desk account with Administrator privileges.
  2. Click the Setup icon (  ) in the top bar.
  3. Under Marketplace, click All.
  4. Search for 'Custom Dashboards' in the search bar on the right-hand side of the screen.
  5. Select the Custom Dashboards extension and click Install.
  6. Click Continue on the Use of Personal Details window.
  7. Click Install on the Confirm Installation window.
    You will land on the General Settings page.
  8. Select the Departments and Profiles whose agents can access the extension in Zoho Desk.
  9. Agree to the Terms of Use and click Install.
    The extension will be installed for the specified departments and profiles.

  10. Click Authorize in the pop-up window to activate the extension.
  11. Click Accept to allow Zoho Workflow to access data in your Zoho Desk account.
    Custom Dashboards extension will be ready for use.

Viewing Custom Dashboards
On installing the extension, the dashboard for the first 10 available reports is automatically added. You can access these dashboards from the top band (menu bar) in Zoho Desk.

To view the dashboards:
  1. Click on the (  ) icon in the top band (menu bar).
  2. Under Extensions, click Custom Dashboards in the drop-down menu.
  3. Under Custom Dashboards, the Overview Report, along with the first 10 available reports will be listed.

Customizing Custom Dashboards
You can select or unselect the reports whose dashboards get displayed on the extension. You can select to view a maximum of eleven dashboards (including Overview Report) at a time.

To customize the extension:
  1. Click on the (  ) icon in the top band (menu bar).
  2. Under Extensions, click Custom Dashboards in the drop-down menu.
  3. Under Custom Dashboards, click the Customize icon (  ) in the top right area.

  4. On the Select Reports window, select or unselect the reports whose dashboards should be added to the extension.
  5. Click Save.
    The dashboards for the selected reports will be added to the extension.

  1. Only those reports that have charts created are available for selection.
  2. You can only add a maximum of 11 charts to the extension.

Uninstalling the Extension
You can uninstall the Custom Dashboards extension at any time. Once uninstalled, you cannot view the dashboards together, all in one place.

To uninstall the extension:
  1. Click the Setup icon (   ) in the top bar.
  2. In the Setup Landing page, click All under Marketplace.
  3. In the Marketplace page, select the Installed Extensions tab.
  4. Choose Custom Dashboards from the list of extensions.
  5. Click the More Actions icon (  ) at the upper-right corner of the Custom Dashboards extension setup page.
  6. Select Uninstall Extension.
  7. Click Confirm to uninstall the extension.

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