Getting started with pre-built dashboards

All versions of Zendesk Explore include pre-built dashboards that display your Zendesk business information in an easy to read format..

All Explore users can view pre-built dashboards, regardless of their role . The dashboards are read-only, but Explore Professional users can create editable copies of them. For details, see Editing pre-built dashboards. The pre-built dashboards, and the queries they contain can be useful as templates for creating new queries and dashboards.

Tip: If any of your agents with the viewer role can't see the pre-built dashboards, ensure that the dashboards have been shared with them. For details, see Getting started sharing dashboards. If you've just activated Explore and can't see the pre-built dashboards, ensure your own Explore account has the admin role (see Adding users to Explore).

The information in Explore dashboards is updated on the following schedule:

• Explore Lite: Each day at midnight in the timezone of the account.
• Explore Pro: Once every hour. The update time is randomized within the hour.

This article contains the following sections:

• Dashboards included with Explore
• Interacting with pre-built dashboards
• Editing pre-built dashboards
• Next steps

Dashboards included with Explore

To access the pre-built dashboards, click the Explore icon () in the product tray, then select the dashboard.

These are the dashboards that are currently included with Explore:

• Zendesk Support
• Zendesk Talk
• Zendesk Guide
• Zendesk Chat

Zendesk Support

The Zendesk Support dashboard contains the following tabs:

• Tickets: Contains reports about tickets created in your Zendesk account. This includes information about solved, created, and reopened tickets.
• Efficiency: Analyzes how efficiently agents are solving tickets by measuring key ticket and time-based metrics.
• Assignee Activity: Helps you to see the results when you assign tickets to agents and others. This includes information about solved tickets, time to resolution, and tickets that were resolved with a certain number of agent replies.
• Agent Updates: Shows comments and updates made to tickets by your agents. This includes public comments, internal comments, and the number of tickets that were created and solved.
• Unsolved Tickets: Helps you take a detailed look at tickets in your account that are still open. You can list your open tickets, and find tickets that are not assigned, have no replies, or that have had no activity for a while.
• Backlog: Displays a snapshot of your unsolved tickets providing an easy way for you to view your historic data and analyze past trends.
• Satisfaction: Helps you take a closer look at customer satisfaction scores for your tickets.
• SLAs: Displays how well you are meeting your SLA policies. You must have active SLA policies to use this dashboard.

For more information about the Zendesk Support pre-built dashboard, see Overview of the Zendesk Support dashboard.

Zendesk Talk

The Zendesk Talk dashboard contains the following tabs:

• Calls: Displays information about Talk calls that your agents made and received. You can filter reports by date, Talk number, IVR group, and the end-user's organization.
• Efficiency: Displays information about your agents efficiency with Talk calls. You can filter reports by date, Talk number, IVR group, and the end-user's organization.
• Agent Activity: Displays information about your agents activities, for example how many calls they received. You can filter reports by date, call agent, call direction, Talk number, and IVR group.

For more information about the Zendesk Talk pre-built dashboard, see Analyzing your Talk activity.

Zendesk Guide

The Zendesk Guide dashboard contains the following tabs:

• Answer Bot: Displays information about Answer Bot activities, ticket resolutions, and activity by articles.
• Knowledge Capture: Displays information about Knowledge Capture activities including articles that were linked to from a ticket, articles that were created using the app, and agent engagement with the app.

For more information about the Zendesk Guide pre-built dashboard, see Overview of the Zendesk Guide dashboard.

Zendesk Chat

The Zendesk Chat dashboard contains the following tabs:

• Chats: Displays information about the Chat sessions made and received in your organization. You can filter each report by date, department, type, completion, and by who started the chat.
• Efficiency: Displays information that helps you gauge the efficiency of your agents while using Chat. You can filter each report by date, department, type, completion, and by who started the chat.
• Satisfaction: Displays information about customer satisfaction scores following a chat session. You can filter each report by date, department, type, completion, and by who started the chat.
• Agent Activity: Displays information about how often and how well your agents are engaging with customers by using Chat. You can filter each report by date, department, agent, who started the chat, and assignment.

For more information about the Zendesk Chat pre-built dashboard, see Overview of the Zendesk Chat dashboard.

Interacting with pre-built dashboards

While you cannot edit pre-built dashboards, you can configure the dashboards' interaction options to enable viewers to control the information the dashboard presents. This section details some of the different interaction options and where to find them.

• Filtering dashboard results
• Exporting your data
• Changing chart types

Filtering dashboard results

Use filters when you want to restrict the data shown on a dashboard to more specific values. For example, you could filter the Tickets created by hour report on the Zendesk Support dashboard to show only those tickets that were opened from a Chat session.

Filters are located at the top of each pre-built dashboard, for example:

When you click a filter, you are shown a drop-down list of values from which you can choose to include or exclude specific values from the query results on your dashboard. This enables you to focus on a specific group, channel, etc.

Note: When you use date filters, you don't select values to include or exclude, but instead a date range to limit results in. You can select from either a list of date ranges or configure more advanced options. For more information, see Editing the dashboard date range.

For more information on filtering results, see Filtering by attribute values.

Exporting your data

Sometimes, you might want to save the current version of a query or dashboard, or view the data in a different format. You can save an individual query or an entire dashboard tab to your computer using the export interaction. You can use Export on either queries or dashboards.

To export a single query

1. Hover over the query you want to export.
2. Click the Export icon in the bottom right corner of the query.

   

3. Select from the following export options:
   • Export format: Select from either CSV, image, Excel, or PDF.
   • Size: Select either a pre-set or custom size. If you select custom size, you will need to enter the width and height. If you check Keep ratio, the width or height will adjust proportionally when you change values.

     

4. Click Export.

To export an entire dashboard tab

• At the top of the dashboard tab you want to export, click More > Export.
• Select from the same export options as for a single query, and then click Export.

The dashboard tab or query in the selected file format and size will be downloaded to your computer.

Changing chart types

For some queries on your pre-built dashboards, you can change the chart type or visualization used. This is done using the Visualization Selector feature. If a query has the Visualization Selector enabled, the different visualizations a viewer can switch to are shown as icons in the top left corner of the query.

For example in the image above, the Tickets created by channel over time query on the Zendesk Support dashboard permits you to switch between column and line charts.

Editing pre-built dashboards (Explore Professional only)

Zendesk Support pre-built dashboards are view-only. You cannot make changes such as adding new filters, changing colors, text formatting, or any other customization options. To make edits to a pre-built dashboard, you must create an editable version of the dashboard. Users with the editors and admin role can do this by duplicating the pre-built dashboard.

Note: When you duplicate a dashboard, all queries and connections used on the dashboard will also be imported into your account. If multiple editors or admins duplicate a dashboard, it can result in several copies of the same queries and connections as well.

You can duplicate a dashboard by clicking Clone at the top of the dashboard. You can also duplicate a dashboard in the Dashboards library (), by selecting Clone from the Settings () drop-down list to the right of the dashboard name.

For more detailed information on duplicating dashboards, see Cloning pre-built and shared dashboards.

Next steps

• Getting started creating queries