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Insights resources (Professional and Enterprise)

Jennifer Rowe
  • Edited
Zendesk Documentation Team

professional enterprise plans

Zendesk is removing Insights reporting on February 5th, 2021. If you are using Insights, you’ll need to move to Explore, the latest generation of reporting for Zendesk products, before that time.

Insights is an analytics offering with data and best-practice dashboards to help you make more sense of your data. With Insights you can understand your customer service operations, gain greater context, and turn findings into actions.

The following resources are available for Insights:

 

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12 Comments

  • Kevin Hunter
    Hi, I'm kevin hunter at genologics, and I'm in Insights, but also don't see the My Dashboard option; is that an authority/config issue on our end? I see a previous post with this problem above, but it's not clear what the resolution was - did you tweak their account?
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  • Jacob J Christensen - Cloudhuset A/S
    • Edited
    Community Moderator

    Hi Kevin, Looks like Laura D. also gave a response about this above... 

     

    Hi Bob, Sorry for the confusion about this, your Insights project is set up properly. The "My Dashboard" dashboard is a blank canvas that was meant to help accounts that don't have customized dashboards and would otherwise only have the built-in view only dashboard. If you really want you can create one, but otherwise your okay. Sorry we didn't catch that it isn't being added for all accounts, I've let the team know!
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  • Jessie Schutz
    Zendesk team member
    Hi Kevin! Can you show me a screenshot of where you're looking? I need a little context to answer your question...
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  • Kevin Hunter
    Hi Jessie, thanks for getting back to me. I did find another route through to creating my own dashboard (through Good Data) and I think I have what I need for now, but thank you for checking in! At the far right of Insights we had a Good Data link which took us to a new tab, where I was able to use the gear icon to change an existing dashboard, and then save it with a new name... so all good now. Kevin
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  • Jessie Schutz
    Zendesk team member
    Awesome! I'm glad you were able to get it sorted out. :)
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  • Klang, Lena

    I dont understand if insight cost extra or not when you have professional

    0
  • Jessie Schutz
    Zendesk team member

    Hey Lena!

    Insights is included on the Professional plan and higher. You can compare all our plan features on Pricing page. 

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  • Asger Andersen

    Hey guys,

    The insights module takes a great deal of time to load, and that makes perfect sense taking the amount of data into consideration. Do you have any recommendations for browsers known to best load the Insights and GoodData dashboards?

    Currently, I'm using Chrome and I'm on a desktop PC, i5-6400 and 16 GB RAM.

    0
  • Jessie Schutz
    Zendesk team member

    Hi Asger!

    Zendesk supports several different browsers, but we recommend the most recent version of Chrome. Our testing suggests that you'll get the best performance with it.

    As far as Insights/GoodData goes, their recommendations are similar. They have a full document that lists all their system requirements and gives some additional information that you might find helpful. You can find that here: GoodData System Requirements and Supported Browsers.

    As you observed, sometimes data in Insights just takes some time to load because there's so much of it. But these documents will help you make sure your system is optimized for best performance!

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  • Gabriel Cyr

    Is there a way to block access to the reporting section all together to all agent except admins?

    1
  • Diogo Maciel

    Hi Gabriel!

     

    Yes you can! You can restrict users on Insights in different manners. You can see the details in the article below

     

    https://support.zendesk.com/hc/en-us/articles/204116536-Understanding-and-restricting-user-permissions-in-Insights-Professional-and-Enterprise-#topic_hj5_dsl_sq

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  • Martijn Vanherf

    Hi,

    Thanks for these great tips!

    Is it also possible to have insight statistics for each view?

    We have some different views for differtent departements and it would be a great help if I can setup insight for each view.

    Kind regards

    0

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