Summary: ◀▼
You can create reports in analyst copilot by asking a natural-language question or building one manually from available datasets like support tickets, agent daily snapshots, and IT asset management. You can add filters, groupings, columns, and visualizations, apply conditional formatting, use suggestions, refresh or share reports, and save them for later or for your team.
Reports help you ask questions about your Zendesk data and get clear, visual answers instantly with no technical skills required. You can use the report builder to drag and drop fields or just type your question in plain language, and HyperArc will create charts or tables for you. Reports can be shared, saved, modified, or added to dashboards, making it easy for anyone on your team to explore and understand key business data.
- Use natural language to query your business information.
- Manually build a report using datasets and configurable fields.
This article contains the following topics:
Understanding the available data
Datasets are the building blocks from which you create reports. Currently, the following prebuilt datasets are available:
- Support tickets: Contains detailed ticket information such as attributes, status, timings, customer and agent metadata, AI-assisted suggestions, and enhanced writing features usage.
- Agent daily snapshot: Contains agent activity metrics such as ticket volumes, resolution stats, AI and enhanced writing feature usage, roles, groups, and other agent-level attributes.
- IT asset management: Contains information about the assets you manage, their status, and their location.
- AI agent conversations: Contains information about your agents, AI conversations, automated resolutions, and more.
You can also create your own dataset by combining fields from other datasets using the dataset builder.
Creating a report using a prompt
Analyst copilot understands natural language prompts, so you can enter a natural-language prompt to easily create a report. For example, you could ask "What's happening with my tickets?"
Analyst copilot creates a report and analysis based on your prompt. Any memories that were used to create the report are displayed. Prompt-based reporting can be used for most reporting applications.
If analyst copilot does not have sufficient information or memories to create a report, no report or memories are created.
Creating reports using report builder
If you want more control over creating your report, or you want to enhance a report created using a prompt, you can use report builder to create or edit the report.
The report builder interface lets you drag-and-drop measures and dimensions, and add filters and other advanced components to get your report looking just how you want.