Explore recipe: Reporting on macros using tags

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  • Mirjam Happel

    This does not seem to work in our case. When I choose Ticket Tags and I want to filter on it is only shows me a list of unique combinations of tags that are on tickets and never a single ticket tag. It also looks like it is not showing everything. I can see that the combinations are sorted alphabetically, but it never reaches the tags that start with anything other then a number or a. Why is this? Is this a bug? And better yet, can this be solved? If I can't filter on a single tag, Explore is going to be useless for me and Booking.com in general.

  • Rob Stack
    Zendesk Documentation Team

    Hi Mirjam, I'm sorry you've been having problems. I wonder, do you have a very large number of different tags on your tickets? I wonder if that could be causing this. I will open a ticket for you so someone can help you investigate.

    In the meantime, one way to get around this if you are searching for tickets with a specific tag might be to use a standard calculated metric. In the metric, use this formula:

    IF ([Ticket tags]="your_tag_name") THEN [Ticket ID] ENDIF

    replace your_tag_name with the tag you want to search for.

    I hope this helps.

  • Natalie Engel

    I am having the same issue as Mirjam. I was wondering if there were additional instructions on how to utilize the standard calculated metric provided or if there was any update on this issue?

  • Greg - Community Manager
    Zendesk Developer Support Team

    Hi Natalie! The first step that we're recommending that you take here would be to make sure that you're using the most up-to-date dataset. Can you start by creating a new dataset following the instructions in this article and then let us know if the issue persists?

  • Sandra M

    Hello.  Is there anyway to include the Macro Name in explore reporting, as well as the tag?  

  • Jemuel

    Hi Sandra, it's currently not possible to include macro names in Explore but it's possible to report on tags. Do you have a particular use case or something that you want to achieve?

  • Ryan Worsfold

    Hi Sandra,

    While as Jemuel mentioned the macro name itself isn't pulled into Explore, if your objective is simply to make your reporting more human readable you could create a 'renamed set' based on the 'ticket tags' attribute.

    I've used this technique in the screenshot below to replace the 'agent_ooo' tag with the text 'Out of Office'.

    If that is something you might be interested in you can find more information here.

  • Mari-Liis

    Hi there, 

    Seeing the instructions below: there are 2 datasets available for support, one is "support: tickets" and the other one "support: tickets, users, organizations". 


    Will I get accurate results if I use Support: tickets dataset, it would be easier to use because in this datasets I can pick individual tag. I have the same issue as others here that in support: tickets, users, organizations I have a combination of tags available only. 



  • Kyle Jones
    Zendesk Customer Advocate

    Hey there Mari-Liis,

    This is a very good question! The good news is that the Support: Tickets dataset is the latest schema and it should be the most recent/updated dataset. It's recommend to use Support: Tickets over Support: tickets, users, organizations. This article might be helpful too: https://support.zendesk.com/hc/en-us/articles/360022191014#h_6a7161c2-dae3-4b44-91b8-6ef111b79639 


    I hope this helps!

  • Logan

    Hi all,

    I've now filtered this down to specific tags I'm looking at, and changed it to a much more readable column graph.
    Have had to change the ticket tags to "column" instead of "rows" to achieve this.

    Having a little trouble now defining a date range for the data. How would I go about altering this so it's always showing me the previous week's data?

  • Andy Killingsworth

    Hey, Logan.

    You should be able to add a date filter in the same fashion that you would another query. For example, if you add a filter for Date - Ticket Created and set it to "Last Week", you should be able to look at only the tickets created in the last week. 

    You're welcome to set that  filter for any of the date attributes you'd like, such as Date - Ticket Solved or Date - Ticket Updated. 

  • Alisha Strawbridge

    We are very interested in seeing macros being available at a ticket updates data set level. 
    We want to measure more activity and highlight more information in events such as who is using which macros (most cases the agent / updater / person applying the macro will never historically be an assignee of the ticket). 

    I thought that adding tags would be the answer to this but it turns out that tags are not related to ticket updates data set and therefore update level attributes such as updater are also not available.

    Is there any way to work around this or is anyone looking to add tags to an update data set level or make tags available as a text field change?

    My use case is only one idea but so much more could be done with reporting on tags at update level.

  • Kyle Jones
    Zendesk Customer Advocate

    Hey there Results,

    Unfortunately, the only workaround we have available would be using Ticket tags.

    However, this is something that has been requested quite a bit and I would recommend leaving a comment here ( https://support.zendesk.com/hc/en-us/community/posts/360029387174 ). The Product Manager looks like they're watching that thread, and it would be great to have more examples of use cases.

  • Danny Koss

    Is there a way to report on the agent who applied a specific tag at the time the ticket was updated? For example, I'd like to know which agents use a certain macro (which applies a unique tag) and how often.

  • Graeme Carmichael
    Community Moderator


    I don't believe that is possible in reporting. The tag changes are not recorded in the Ticket Updates dataset as part of the field changes. So you would have to examine the ticket events in Support or extract details using the API.

    You can of course count the number of times a macro was applied using the tag count. But not count the agent that applied it.

    Sorry about that.

  • Andrei Kamarouski
    Community Moderator

    Hi all, 

    There is a great solution – Advanced Macros Usage Reporting for Zendesk. It is a part of the Advanced Macros by Pythia app https://www.zendesk.com/apps/support/advanced-macros-by-pythia

  • Jared Vicencio

    Is there like an "AND" conditoinal feature for reporting on tags.  Example, I want to know how many tickets we responded to last month that have both TAg_1 and TAg_2?  Thanks.

  • Marco Malbas
    Zendesk Customer Advocate

    Hi Jared,

    Thanks for posting regarding this! To achieve a report for tickets that have two specific tags, you will need to use standard calculated metrics. So for two tags, it would look something like this:

    IF (INCLUDES_ALL([Ticket tags], "united_states","italy")) THEN [Ticket ID] ENDIF

    For more information regarding this, you can check this article here: https://support.zendesk.com/hc/en-us/articles/360022183574-Reporting-with-tags#topic_q5d_dms_jkb

    Hope this helps you out! Cheers!

    Marco M. | Zendesk Support


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