Zendesk Explore features a pre-built dashboard named Team Publishing that helps you understand your team activity in Guide. The dashboard can help you understand when articles are created, published, edited and more. Additionally, you can use the dashboard to help you understand how your agents are participating in the content creation process.
You can edit and customize the Team Publishing dashboard by cloning it (see Cloning Explore dashboards).
The information in Explore dashboards is updated on a schedule. The schedule depends on which Explore plan you are using. For details, see Data refresh intervals for Explore plans.
Accessing the Team Publishing dashboard
Use the following procedure to access the Team Publishing dashboard.
To access the Team Publishing dashboard
- In the Zendesk product tray, click the Explore icon (
). - From the list of dashboards, select the Zendesk Guide dashboard.
- In the Guide dashboard, click the Team Publishing tab tab.
Tip: If you don't have Team Publishing, the tab won't be displayed.
Understanding the Team Publishing dashboard reports
The Team Publishing dashboard shows information about Team Publishing activities like created, edited, and published articles, You can filter the reports by time, agent name, and article brand.
Team Publishing dashboard headline metrics
The dashboard contains the following headline metrics (KPIs):
- Articles created: Displays the number of new articles that were created.
- Articles edited: Displays the number of articles that were edited.
- Articles published: Displays the number of articles that were published.
- Articles submitted for review: Displays the number of articles that were submitted to another person for review.
- Articles approved: Displays the number of articles that were approved for publication.
- Articles assigned: Displays the number of articles that were assigned to another person.
- Articles verified: Displays the number of articles that were verified as being up to date.
- Articles unverified: Displays the number of articles awaiting verification.
Team Publishing dashboard reports
The dashboard displays the following reports:
- Creation and updates: Displays the number of articles created, published, and edited over the chosen time period.
- Review status and assignments: Displays the review status of your articles over the chosen time period including articles submitted for review and approved articles.
- Verification: Displays the number of verified and unverified articles over the chosen time period.
- Agent activity detailed view: Displays detailed Team publishing activity for all of your agents including the number of articles created, edited, and published and details of articles they have submitted for review.
13 Comments
Hi Rebecca,
The rollout is complete. So make sure you have the following:
and
Let us know if that helps!
How is Team Publishing enabled? I can't seem to find that info in your HC.
Hello! I'm still not seeing Team Publishing as a tab within Insights. We are support enterprise and guide legacy. Is this feature not available on guide legacy even though we're using enterprise plan? Please tell me we can have it without getting off legacy plan... :)
Hi Sally Anne,
You do not have to enable Team Publishing. If you are on Guide Enterprise you just have it. This article gives an overview and links to all the related articles for using Team Publishing.
https://support.zendesk.com/hc/en-us/articles/360000716047
Hope that helps!
Hi Meredith,
Team Publishing requires Guide Enterprise. The Guide Legacy plan is the equivalent of Guide Professional, which does not include this feature.
https://support.zendesk.com/hc/en-us/articles/115005153727-About-the-Zendesk-Guide-plan-types
You would need to upgrade to Guide Enterprise if you want this feature. Sorry about that!
What reports in Zendesk Guide replace this report?
Hi Mike Davis, thanks for the question. New Explore reports for Team Publishing will be along in the very near future though I can't give a specific date yet. Please follow our announcements section to hear when they are released - https://support.zendesk.com/hc/en-us/sections/200623776
Hi all,
I am happy to announce that we are now live with the Guide Team Publishing dataset. However, in an effort to make this available sooner we are temporarily limited to the last 3 months of data. The good news here is that we are working on reloading all historical data, but it may not complete for all accounts before the new year.
Hi all, is there a way to see the number of articles that were both created and published? I'd like to get the number of articles created and published within a certain time period, and there doesn't appear to be a way to do this with the built-in variables listed above.
Hey Lauren,
Thanks for reaching out, I hope you are doing well! When it comes to tracking both "articles created" and "articles published" within a certain period of time, you should be able to add them together by using a Result Metric Calculation. Alternatively you can create a calculated metric that uses both but you'll need to use an OR condition as these two metrics are actually looking at the same event attribute with different values, therefore the same attribute can't have both values at the same time. I hope this helps, let us know if you need anything else, take care!
Russell
Thanks for your response Russell Chee. That's not quite what I meant, though; I should've been clearer. I'd like to know the explicit count of articles that were created & then published within the same time period. My goal is to get a total count of articles published during a time period and be able to splice that into "new" and "updated" buckets. I.e., new articles published + updated articles published = ALL published articles. There doesn't appear to be a way to find this in the native metrics or by using a calculated attribute or metric, due to the way these events are tracked. Perhaps I'm missing something though? Please advise, thanks so much!
Hey Lauren,
Thanks so much for reaching back and clarifying a little bit more about what you are looking for. In your particular case, I have consulted our Explore team about this and they have mentioned that there may be a way to build this but it would involve using customised metrics. To set expectations, because this is a custom metric any troubleshooting around it is outside the scope of support that our Zendesk Advocates can provide.
Having said that, to do something like you have mentioned, you would copy the metrics for created and published articles, then create them as attributes whilst using the IF THEN ELSE function where you would replace [Event ID] with [Event - Timestamp]. From there, you would do a date_diff of the two attributes with your preferred time value.
Hopefully this gets you pointed in the right direction and all the best with building this!
Russell
Hi Russell Chee, thanks so much for your response and suggestion. I'll give that a try! Really appreciate it.
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