Opening Zendesk Insights and getting around (Professional and Enterprise) Follow

professional enterprise plans

You can open Zendesk Insights to view pre-built reports or to customize your own reports. You can access Insights in your Zendesk or through the GoodData portal.

Note: If you have not enabled Zendesk Insights, see Enabling Insights for yourself. If you are an Enterprise Support agent in custom role, you might not have access, depending on how your admin set up your custom role.

For information about the pre-built reports in Zendesk Insights, see Working with pre-built reports in Insights. For more resources see Insights resources. Zendesk Insights is only available on the Professional and Enterprise Zendesk Support plans.

You can also watch this short video.

Exploring Zendesk Insights (02:07)

Opening Zendesk Insights

You access Zendesk Insights in the Reporting section. Insights comes with a pre-configured dashboard and a blank dashboard. You can add more dashboards.

To open Zendesk Insights
  • Click the Reporting icon () in the sidebar, then click the Insights tab.
To switch dashboards in Zendesk Insights
  • In Insights, click the dashboards drop-down list in the upper-left, then select a dashboard.

    In addition to the default View Only dashboard and the blank My dashboard, any dashboards you create are available in the list.

Opening Zendesk Insights in the GoodData portal

You can open your Zendesk Insights project in the GoodData portal. To do so, you need to sign in to your Zendesk for authentication, then launch your Insights project in the GoodData portal.

To open your Zendesk Insights project in the GoodData portal
  1. Click the Reporting icon () in the sidebar, then click the Insights tab.
  2. Click GoodData in the upper-right corner.

    Your Insights project launches in the GoodData portal.

Getting around Zendesk Insights

The following image provides a quick tour of the Insights interface so you know where to find things.

For information about using Insights, see Working with pre-built reports in Insights and Adding reports and dashboards in Insights.

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