Resources for reporting and analytics

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This article contains resources for setting up and using Zendesk reporting, including documentation, blogs, and community tips.

Tip: The Tips, community, and training section below provides information about our free reporting training.

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Lite  Professional  Enterprise

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The Explore Lite resources are sorted into the following categories:

• Getting started
• Explore basics
• Viewing and using dashboards
• Advice and troubleshooting
• Tips, community, and training

The Explore Professional resources are sorted into the following categories:

• Getting started
• Explore basics
• Setting up Explore
• Viewing and using dashboards
• Creating dashboards
• Publishing and sharing dashboards
• Building reports
• Customizing reports
• Writing formulas
• Performing calculations
• Advice and troubleshooting
• Explore recipes
• Tips, community, and training

The Explore Enterprise resources are sorted into the following categories:

• Getting started
• Explore basics
• Setting up Explore
• Viewing and using dashboards
• Creating dashboards
• Publishing and sharing dashboards
• Building queries
• Customizing queries
• Writing formulas
• Performing calculations
• Advice and troubleshooting
• Explore recipes
• Tips, community, and training

Getting started

Welcome to Explore for reporting and analytics Explore quick start guide

Getting started with Zendesk Explore for reporting and analytics Getting started with Zendesk Explore: Hands-on tutorial Evaluating reporting and analytics in your Zendesk Suite trial

Explore basics

Zendesk Explore resources for reporting and analytics (this article) Learning about Explore with e-books About the Zendesk Explore plan types Navigating the Explore interface

Data refresh intervals for Explore reporting Explore FAQ: Understanding Explore Enterprise Zendesk Explore glossary Explore product limits

Setting up Explore

Activating Explore and giving yourself access Giving users access to Explore Understanding Explore user roles Setting Explore dataset permissions Setting default chart colors and export settings

Setting the start of the week for reports and filters Browsers supported by Explore Allowing network IP addresses for Explore HIPAA considerations when using Zendesk Explore Privacy and data protection law resources for Explore

Viewing and using dashboards

Understanding dashboards Overview of the Zendesk Support dashboard Overview of the Zendesk Guide dashboard Overview of the Zendesk Talk dashboard Overview of the Zendesk Chat dashboard Overview of the Zendesk Messaging dashboard Overview of the Zendesk Answer Bot dashboard Overview of the Explore live dashboard Overview of the Explore live performance data by channel dashboard Overview of the omnichannel routing queues live monitoring dashboard

Overview of the omnichannel agent state dashboard Overview of the Generative AI Agent Tools dashboard Overview of the Intelligent triage dashboard Viewing Explore dashboard information and activity Viewing dashboards Interacting with dashboards Seeing live agent status and activities Seeing live agent status with Explore: Use cases Exporting dashboard tabs and reports Understanding discrepancies between the Talk Live calls dashboard and the Explore live dashboard Understanding discrepancies between Guide and Google Analytics data in Explore Understanding discrepancies between Explore reports and exports

Overview of the Explore Enterprise live dashboard

Discrepancies between the Talk Live calls dashboard and the Explore Enterprise live dashboard

Creating dashboards

Creating dashboards Adding reports to dashboards Adding and arranging dashboard components Adding interactive dashboard components Best practices for using dashboard filters Migrating legacy Explore dashboards to the new dashboard builder Best practices for migrating to the new Explore dashboard builder

Customizing dashboards Cloning dashboards Working with dashboard tabs Adding alert thresholds to Explore live data components Adding live data and live filter components to dashboards Live data components for Explore dashboards Live data limits for Explore dashboards About the legacy Explore dashboard builder

Adding live data and live filter components to dashboards Live data component limits for Explore dashboards

Live data widgets for Explore dashboards

Publishing and sharing dashboards

Configuring Explore dashboard sharing permissions Sharing and publishing dashboards Sharing dashboards outside Zendesk Scheduling dashboard deliveries Scheduling dashboard deliveries with end users

Turning off dashboard and report interactivity Dynamically adapting dashboard data based on viewer Bookmarking dashboard states with filtered views

Configuring Explore Enterprise dashboard sharing permissions Sharing Explore dashboards outside Zendesk

Sharing dashboards with end users

Building reports

Understanding datasets Understanding reports Working with datasets Metrics and attributes for Zendesk Support Metrics and attributes for Zendesk Guide Metrics and attributes for live chat Metrics and attributes for Zendesk messaging Metrics and attributes for Zendesk Answer Bot Metrics and attributes for Zendesk Talk Metrics and attributes for agent state Metrics and attributes for Zendesk AI About native Chat time duration metrics About native Talk time duration metrics

Working with the report builder (Beta) Creating reports Using metrics and attributes in reports Working with reports Interacting with reports Cloning a report Reporting on user and organization data Analyzing agent ticket touches Reporting with tags Reporting with custom fields Understanding ticket channels in Explore About native Support time duration metrics Using average or median aggregators Editing dates and date ranges Choosing metric aggregators Setting a metric's default and visible aggregators Understanding Quick Reports (EAP)

Customizing reports

Editing reports Customizing reports Customizing your chart types and options Editing metrics and attributes Filtering a report Changing the format of results Sorting results Working with tables Working with datatips

Using drill in to refine your reports Using stacked charts to display results Chart types for comparing trends over time Chart types using metrics as axes Chart types for comparing metrics Chart types for comparing categories Chart types for displaying workflow Chart types for comparing values to total results

Writing formulas

Formula writing resources Explore functions reference Writing Explore formulas Working with data types in Explore formulas Troubleshooting errors in Explore formulas

Working with aggregation-level functions Working with earliest and latest date functions Using the IF THEN ELSE function Adding multiple conditional expressions with SWITCH

Performing calculations

Using result manipulations and calculations Getting started with custom metrics and attributes Creating standard calculated metrics and attributes Adding date calculated metrics Creating a top/bottom filter

Organizing values by groups and sets Using result metric calculations Using result path calculations Using forecasting to predict results Adding totals to results Selecting the metric result range Hiding rows and columns Setting result manipulation order

Advice and troubleshooting

Reporting and analytics admin questions Metrics, attributes, and filters

How to build dashboards How to create and update reports How to solve unexpected issues with reports

Explore recipes

Explore recipes reference

Explore recipe showcase

Tips, community, and training

Ask a question or make a suggestion

Zendesk training courses for Explore