As a follow up to the original Product Notice Talkdesk Reports & Dashboard Update shared on October 15th, 2019, we would like to provide you with an update on the progress of the deprecation of legacy reports and dashboards.
Between September 30th, 2019, and October 14th, 2019, Talkdesk Explore was released to all customers. In order to provide adequate time to adjust to the new capabilities, the deprecation of the legacy functionality was slated to begin January 2020. However, in an effort to reduce impact to customers, this depreciation had been delayed.
We will now resume efforts of deprecation of the dashboards and schedules tabs in batch during the time period of June 1st, 2020 to July 17th, 2020. In-product guidance messaging has been added to the old schedule emails to remind users of this change.
How will I be impacted?
Customers will need to recreate their scheduled reports in Talkdesk Explore by May 31st, 2020. Visit the Frequently Asked Questions page and find instructions on how to Recreate Reports and Create Scheduled Reports for more information.
What else should I know?
- Permissions - Supervisor and Admin roles by default have Talkdesk Explore permissions enabled. Permissions can be added to other roles if desired.
- Data - Talkdesk Explore will leverage the same data as the legacy reports and provides more metrics and dimensions through the custom reports feature.
- Legacy Reports - Legacy scheduled reports and dashboards will remain available in Talkdesk’s Main application until the depreciation process starts on June 1st, 2020.
For questions or assistance on the deprecation of legacy historical reporting and dashboards and the move to Talkdesk Explore, please contact your Customer Success Manager or Talkdesk Support.