Zendesk Explore resources

This article contains resources for setting up and using Zendesk Explore, including documentation, blogs, and community tips.

At any time, you can see resources for a different Explore plan by clicking one of the plan buttons below.

Choose your Explore plan   

Lite   Professional   Enterprise

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The Explore Lite resources are sorted into the following categories:

• Getting started
• Moving from Insights to Explore
• Explore basics
• Viewing and using dashboards
• Advice and troubleshooting
• Tips, community, and training

The Explore Professional resources are sorted into the following categories:

• Getting started
• Moving from Insights to Explore
• Explore basics
• Setting up Explore
• Viewing and using dashboards
• Creating dashboards
• Publishing and sharing dashboards
• Building queries
• Customizing queries
• Writing formulas
• Performing calculations
• Advice and troubleshooting
• Explore recipes
• Tips, community, and training

The Explore Enterprise resources are sorted into the following categories:

• Getting started
• Moving from Insights to Explore
• Explore basics
• Setting up Explore
• Viewing and using dashboards
• Creating dashboards
• Publishing and sharing dashboards
• Building queries
• Customizing queries
• Writing formulas
• Performing calculations
• Advice and troubleshooting
• Explore recipes
• Tips, community, and training

Getting started

Getting started with Zendesk Explore Getting started with pre-built dashboards Getting started with the Explore interface Getting started creating queries Getting started creating dashboards Getting started modifying queries

Getting started sharing dashboards Getting started with Explore: Walkthrough Getting started with custom metrics and attributes Learning about Explore with e-books Using the metrics that matter to improve customer support

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Moving from Insights to Explore

Moving to Explore from Insights Comparing Explore versions

Frequently asked questions for moving from Insights to Explore

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Explore basics

Zendesk Explore resources (this article) Explore FAQ: General, activation, and billing Explore FAQ: Using Explore Explore FAQ: Learning and community

Zendesk Explore glossary Monitoring your remote support effectiveness during the COVID-19 pandemic Browsers supported by Explore About the Zendesk Explore plan types

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Setting up Explore

Activating Explore and configuring your access Giving agents access to Explore Understanding Explore user roles Setting editor and admin permissions for custom datasets

Cloning Explore dashboards Privacy and data protection law resources for Explore HIPAA considerations when using Zendesk Explore

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Viewing and using dashboards

Viewing shared dashboards Interacting with dashboards

Overview of the Zendesk Support dashboard Overview of the Zendesk Talk dashboard Overview of the Zendesk Guide dashboard Overview of the Zendesk Chat dashboard

Overview of the Explore Enterprise live dashboard

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Creating dashboards

Creating dashboards Adding queries to dashboards Adding and arranging dashboard widgets Viewing widgets as slides Customizing dashboards

Working with dashboard tabs Adding interactive dashboard widgets Configuring widget slides Best practices for using dashboard filters

Adding live data and live filter widgets to dashboards Live data widget limits for Explore dashboards

Live data widgets for Explore dashboards

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Publishing and sharing dashboards

Sharing dashboards Scheduling dashboard deliveries Turning off dashboard and query interactivity

Customizing dashboards with URL parameters

Configuring Explore Enterprise dashboard sharing permissions Sharing Explore dashboards outside Zendesk

Sharing dashboards with end users

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Building queries

Reporting with custom fields Understanding ticket channels in Explore Creating queries Working with queries Working with datasets Understanding Explore datasets Adding metrics and attributes to queries Interacting with queries

Editing dates and date ranges Choosing metric aggregators Using average or median aggregators Setting a metric's default and visible aggregators About native Support time duration metrics Metrics and attributes for Zendesk Support Metrics and attributes for Zendesk Guide Metrics and attributes for Zendesk Talk Metrics and attributes for Zendesk Chat

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Customizing queries

Editing queries Customizing queries Working with query filters Visualization types reference Changing the format of results Sorting results Editing metrics and attributes Working with datatips Reporting with tags

Chart types for comparing values to total results Chart types for comparing trends over time Chart types using metrics as axes Chart types for comparing metrics Chart types for comparing categories Chart types for displaying workflow Working with tables Using stacked charts to display results

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Writing formulas

Formula writing resources Writing Explore formulas Explore functions reference

Using the IF THEN ELSE function Adding multiple conditional expressions with SWITCH

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Performing calculations

Calculation types reference Adding time and date calculated metrics Creating a top/bottom filter Organizing values by groups and sets Using result metric calculations Using result path calculations Performing analysis with what if variables

Creating standard calculated metrics and attributes Using forecasting to predict results Adding totals to results Selecting the metric result range Adding fixed calculated metrics Hiding rows and columns Setting result manipulation order

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Advice and troubleshooting

Explore advice and troubleshooting Why do I see discrepancies between Insights and Explore? Which time zone does Explore use?

How frequently does my Zendesk data sync to Explore? Why do I get an error cloning my query into a new dataset? [Video] How can I sort months in chronological order in my queries?

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Explore recipes

Explore recipes reference

Explore recipe showcase

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Tips, community, and training

Ask a question Make a suggestion

Zendesk training courses for Explore Zendesk Explore blog

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