Use this article to help you understand the reporting options you have with your Zendesk products and plan level. You can access all of your reporting products from the Reporting page (
) of the Zendesk Support console.
This article contains the following topics to help you learn about when you'll use each reporting option:
Zendesk Explore (Support Professional and Enterprise)
- Explore Lite contains pre-built dashboards containing best practices reports for your Zendesk products. Explore Lite is included with all Support Professional and Enterprise plans.
- Explore Professional extends Explore Lite by enabling you to create, share, and secure your own customizable reports. Explore Professional is an add-on for Support Professional and Enterprise.
To learn everything you need to know about Explore, see Zendesk Explore resources.
Use Explore when
- You are an existing Insights customer who has been added to Explore (you will have received an in-product notification)
- You are a new Support Professional or Enterprise customer who purchased the product after July 2018
- You are a member of the Explore Early Access Program (EAP)
Insights (Support Professional and Enterprise)
Insights is included with Zendesk Support Professional and Enterprise. Insights extends the capabilities of the built-in reports to let you build, customize, secure, and share your own reports. If you purchased Zendesk Support after November 13th 2018, you don't have access to Insights.
For more information about Insights, see Zendesk Insights resources.
Use Insights when
- You have not yet been upgraded to Explore (there are currently some limitations to implementing Explore. If you are not automatically added, contact support@zendesk.com for help).
- You want to maintain custom reports you have not yet migrated to Explore. See Upgrading from Insights to Explore for help converting these reports to Explore. Additionally, we've published many recipes that help you get started writing custom reports with Explore.
Built-in reports (all Support plans)
Built-in reports are available with all Zendesk Support plans. To view the built-in reports, open the Reporting page () and select one of the available tabs, which differ depending on the Zendesk products you have installed. For general information about agents and tickets in your company, choose Overview.
For more information about the Zendesk built-in reports, see Using the Reporting Overview.
Use the built-in reports when
- You are on the Zendesk Support Essential or Team plan
- You have not configured Explore and want to use the built-in dashboards
16 Comments
This article has been updated a couple times now seemingly only moments ago. So maybe you are addressing this:
We have been a ZD customer for ~7 years now on the "plus" plan and have had access to Gooddata reports, which changed to "Insights" and is now completely gone. We have ~100 reports that exist there and no way to access to them. Now if I don't upgrade to "explore", which requires a plan upgrade, are my reports lost? Was there any notification that this transition was going to happen?
I am feeling like my reporting system is being held hostage at the moment.
Hi Zeb! I'm sorry to hear this is happening, but I don't think what you're seeing is intended. We don't have any plans to sunset Insights/GoodData at this point (see https://support.zendesk.com/hc/en-us/articles/360002032327-The-future-of-reporting-for-Zendesk-products). I'm going to create a ticket for you so we can investigate why you've lost access!
Hello,
I am noticing that team members who are set to edit reports are not able to access Net Promoter Score and Customer Satisfaction tabs. Hiding these tabs is not advertised nor does it seem aligned with the assertion of access presented with this role feature. Thoughts?
Hi Ches, sorry you and your team are having trouble with this. Is the problem occurring for all team members, or only some? If the problem persists, I'm happy to open a ticket for you.
Hey Rob,
If this is unexpected then I'll submit a ticket to Support. This is impacting all users and setting them to Administrator is the only viable workaround at this point in time.
Thanks!
I think that's a good idea Ches. If it turns out to be some issue that docs don't cover, I'll make any necessary updates. Thanks!
I'm curious about exporting Knowledge Base Reporting. Is it possible to export weekly usage reports, etc.?
Hi Barry, you can't export these reports directly from the dashboard, but you should be able to pull this data using the Zendesk API - https://developer.zendesk.com/rest_api/docs/help_center/introduction . Additionally, if you have Insights reports that contain Knowledge Base information, you can export these.
Hello! All our dashboards disappeared today! What we see now is just the default dashboards.
Hi Ramil! That definitely doesn't sound good. I'm going to open a ticket for you to have our Support team investigate further. Be in touch shortly!
How do I go about upgrading to Explore?
Hey Aaron,
You'll want to reach out to your Account Executive to discuss moving your account over to Explore. If you're unsure who to contact, let me know and I can create a ticket on your behalf to send over.
Thanks!
Hi,
If you have access to both Insights and Explore (like we do), is there any reason why we should choose one over the other? Some functionalities that may be more developed on one or the other? Thanks!
Hi @Elise,
We're thinking through this also and we're leaning towards choosing Explore since Zendesk has stated
"... in the future, Explore will replace Insights, so we encourage you to start migrating any reports that you want to keep."
The issue is, as always, the (re)training and recreating reports we have in Insights to be in Explore.
@Heather thanks for jumping in here :)
@Elise as Heather mentioned, Explore is a product we built and will eventually replace Insights down the road. We do have new Explore features in the works, however, we don't have any information to share at this time. It's possible that GoodData is developing new features for Insights, but that's not something we would have control over or have any information on.
Let me know if you have any other questions!
@Elise, this might help too! Check out Comparing Explore with Insights.
Please sign in to leave a comment.