Explore recipe: Reporting on macros using tags

While Zendesk Explore does not report macro usage, you can get useful information into your reports by having your macro add tags to a ticket when it triggers. For example, could your most popular macro responses be added to your Help Center to deflect tickets? Or can you safely remove certain macros that are not being utilized as often?

Use this article to learn how to add tags to your macros and generate Explore reports from the tags. You can either add tags to existing macros or create new ones. See Organizing and managing your macros and Creating macros for tickets for more information.

Tip: If you're interested in trying out some new tag functionality including finding tickets containing a tag, finding tickets with multiple tags, finding tickets that don't have a tag, and more, see our new Explore EAP, Tag reporting enhancements.

What you'll need

Skill level: Easy

Time required: 20 minutes

• Zendesk Explore Professional
• Editor or Admin permissions (see Adding users to Explore)
• Ticket and agent data in Zendesk Support

Adding ticket tags when a macro is run

To add tags to a macro

1. Click the Admin icon () in the sidebar, then select Manage > Macros.
2. Click Add macro or select Edit from the macros options menu () next to the macro you want to edit.
3. In the editing macro page, select Add tags from the drop-down list in the Actions section.
4. Add the tag of your choice in the text box to the right. If you're using multiple tags, use spaces to separate them.

   The edit macro page will look like this:

   

5. Click Create or Save.

Now, whenever the macro is triggered, it will add the tag you chose to the ticket. In this case, the tag unique_macro_tag will be added.

Reporting about macro tags in Explore

In this procedure, you'll create a report that shows all tickets with the unique_macro_tag tag. Before you start, ensure that the macro you created has run a few times and that Explore has synchronized the latest data from the tickets dataset. Synchronization takes place once an hour.

To create a report to list the macro tags

1. In Zendesk Explore, click the query ( ) icon.
2. In the Queries Library, click New Query.
3. Now, you need to choose the dataset containing the ticket data you'll need to build the query.

   Select Support: Tickets.

   Query Builder opens.

   

4. Next, you need to add a metric. A metric is the thing you want to measure, in this case, the number of tickets.

   In the Metrics panel, click Add.

5. In the metric list that appears, expand Tickets, click Tickets, and then click Apply.
6. Next, add the ticket tags attribute that will break down the number of tickets by tag.

   In the Rows section, click Add.

7. In the attribute list that appears, expand Ticket, and click Ticket Tags Additionally, expand Ticket, click Ticket ID, and then click Apply.

   This generates a table of all ticket tags, and the ticket ID number of each ticket they are associated with.

8. Now, you'll filter the list of attributes so you only see tickets that have the unique_macro_tag tag associated. In the Rows panel, click the Ticket Tags attribute.
9. On the Selected tab of the Ticket Tags page, ensure only unique_macro_tag is selected, and then click Apply.

   

A table showing all your tickets with the unique_macro_tag tag displays. This indicates all of your tickets that the macro ran on.