Why can't I create reports or dashboards in Zendesk Explore?

Question

Why can't I create reports or dashboards in Zendesk Explore?

Answer

The reason why you can't create reports or dashboards might be due to plan limitations or permission issues.

Plan limitations

Zendesk Explore offers different plans with varying features. Explore Lite is available with standalone Zendesk Support plans, such as Support Team, Support Professional, and Support Enterprise. Explore Lite agents can only access prebuilt dashboards created by Zendesk. Zendesk Lite plans don't permit users to create custom reports or dashboards.

If your current Explore plan is Explore Lite and you need advanced capabilities consider an upgrade of your Explore plan.

For more information, see these articles: 

• Checking your plan type or add-ons
• About the Zendesk Explore plan types

Permission issues

If you have the right subscription plan and still can't create custom reports and dashboards, it might be a user permission issue.

Confirm with your Zendesk admin that your user role includes the necessary permissions to build reports and dashboards. 

For more information, see this article: Giving users access to Explore.