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
- Add the charts for reports that matter the most for your day-to-day work
- Access key metrics of your help desk in a click
- 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.
- Log in to your Zoho Desk account with Administrator privileges.
- Click the Setup icon (
) > Integrations > Marketplace.
- Search for 'Custom Dashboards' in the search bar on the right-hand side of the screen.
- Select the Custom Dashboards extension and click Install.
- Click Continue on the Use of Personal Details window.
- Click Install on the Confirm Installation window.
You will land on the General Settings page. - Select the Departments and Profiles whose agents can access the extension in Zoho Desk.
- Agree to the Terms of Use and click Install.
The extension will be installed for the specified departments and profiles. - Click Authorize in the pop-up window to activate the extension.
- 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:
- Click on the (
) icon in the top band (menu bar).
- Under Extensions, click Custom Dashboards in the drop-down menu.
- 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:
- Click on the (
- Under Extensions, click Custom Dashboards in the drop-down menu.
- Under Custom Dashboards, click the Customize icon (
) in the top right area.
- On the Select Reports window, select or unselect the reports whose dashboards should be added to the extension.
- Click Save.
The dashboards for the selected reports will be added to the extension.
Notes:
- Only those reports that have charts created are available for selection.
- 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:
- Go to Setup > Integrations > Marketplace.
- In the Marketplace page, select the Installed Extensions tab.
- Choose Custom Dashboards from the list of extensions.
- Click the More Actions icon (
) at the upper-right corner of the Custom Dashboards extension setup page.
- Select Uninstall Extension.
- Click Confirm to uninstall the extension.
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Working With Dashboards
The Dashboard is a visual representation of the custom reports present in your Desk account. They provide a real-time snapshot of important business metrics that help in quick decision-making. Using dashboards, you can easily visualize the patterns ...Ticket Status Dashboard
The Ticket Status Dashboard is designed to provide an easy to understand view into the status of all tickets received in your help desk. It displays the number of tickets under each status and states, the average amount of time a ticket stays in ...Integrating Zoho Desk with Agent Attendance Tracker Extension
In today's work environments, accurately tracking agent attendance is essential for ensuring productivity and accountability within a ticketing system. Businesses need a reliable system to monitor check-in and check-out times, along with detailed ...Creating Custom Reports in Zoho Desk
In today's dynamic business landscape, organizations rely heavily on data to guide their decision-making processes. However, this data is often scattered across different modules and departments within an organization's systems. To transform this ...Working with API Dashboard
API Dashboard The API dashboard is a visual interface that provides users a comprehensive view of API (Application Programming Interface) usage. This tool helps users track and analyze the API usage, providing insights about the services utilizing ...
New to Zoho LandingPage?
Zoho LandingPage Resources