Zendesk Explore glossary

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4 Comments

  • Liene Vērzemnieks
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    Is there an updated link, or other information, for what was previously in the "Modifying your calendar using fiscal attributes" link (under Fiscal Attributes)? The "Data Structure menu" links above are also dead, and I'd love to be able to modify our fiscal year attributes for reporting purposes.

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  • Rob Stack
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    Hi Liene Vērzemnieks, thanks so much for the feedback about this article. It did indeed need some updates.

    I've removed the part about fiscal attributes as these are now handles differently in Explore. You can use fiscal attributes in your custom attributes by using the fiscal functions. See https://support.zendesk.com/hc/en-us/articles/360022184834-Explore-functions-reference#topic_rpl_mlf_dhb

    Also, the data structure menu was removed from Explore and I've removed mention of it from this doc.

    Thanks again for pointing this out!

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  • Liene Vērzemnieks
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    Thanks Rob Stack! Is it still possible to define/adjust the fiscal year within Explore? We don't have a January-December fiscal year, and it would be nice to be able to align our reporting with the organization's calendar!

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  • Rob Stack
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    Hi Liene Vērzemnieks, I think you can do this with ordered sets. This recipe is a great starting point. While the recipe uses times as an example, it should also work for months of the fiscal year. Let me know how it goes!

    https://support.zendesk.com/hc/en-us/articles/360022367993

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