Recreating and sharing your Insights reports in Explore

If you are moving to Explore from Insights, you'll need to recreate any existing Insights reports and dashboards that you want to keep, then reshare them with users.

If you need more help learning Explore, see Learning Explore for Insights users.

The following sections provide information and resources to help you complete these tasks. 

> Inventorying your Insights reports and making a list

Inventorying your Insights reports and making a list 

Making a list of the Insights reports you need to keep

You'll want to audit your Insights reports to understand which reports are important and currently being used. Be sure to review the Insights pre-built dashboards, which contain many commonly used reports, as well as your own custom reports.

As you review your reports, make a list of the ones you need to recreate in Explore. Keep in mind:

• If the same report exists in an Explore dashboard, you don’t need to build it yourself in Explore. Also see understand how the Insights pre-built dashboards map to Explore pre-built dashboards.
• If there is an Explore recipe for the report, you have a great starting point for building the report in Explore. Be sure to note that on your list.

To review your own custom reports, see What reports am I running in Insights?

Making a list of who you share reports with

In addition to the list of reports you need to recreate, you should make a list of who you share your Insights reports with and how often you share them, so that you can reshare your reports when you build them in Explore.

To find out who you are sharing reports with, see How do I delete or manage scheduled Insights reports and dashboard emails?

> Recreating your reports and dashboards in Explore

Recreating your reports and dashboards in Explore

Recreating your existing reports in Explore

When you're ready, start creating Explore queries for each Insights report you need.

You construct queries using metrics and attributes. If you want to read about all of the metrics and attributes that come with Explore, see Understanding Explore datasets. If the metrics and attributes you need are not available in Explore, you might be able to create your own custom metrics and attributes. If you get stuck, use the resources in Getting help.

A great way to help you learn to recreate your reports is to look at our recipes. A recipe is a set of step-by-step instructions that take you through the process of creating a report for a common business scenario. These can be a great learning tool and a starting point to modify and create your own reports. See Zendesk Explore recipes reference.

If the results from your Explore reports differ from your Insights reports, read Discrepancies between Explore and Insights to find out about some common reasons for this.

Important: Don't do everything at once. Remember, you can continue to use and share your current Insights dashboards while you migrate your reports.

See Getting started creating queries.

Recreating your dashboards

Once you've created queries, you can add them to dashboards. You can create dashboards yourself or give members of your team permission to collaborate on them with you. You can then share them with others in your organization.

If you need inspiration, check out the pre-built dashboards that come with Explore. In addition to queries, you can add all sorts of widgets that help you filter your data and present your dashboard just how you want.

See Getting started creating dashboards.

> Scheduling and sharing your rebuilt dashboards in Explore

Scheduling and sharing your rebuilt dashboards in Explore

After you create a dashboard in Explore, only you can view it. With Explore, you can share the dashboard with any of your Support agents or groups. Additionally, you can email the dashboard to users on a time schedule you choose.

Refer back to your list of Insights reports that are currently shared to make sure you reshare all your reports with the same users. That way, users don’t miss out on important reports and data they’ve been receiving.

Important: To prevent confusing your stakeholders, don't start emailing the dashboard to your stakeholders before you cancel the existing schedule in Insights.

See Getting started sharing dashboards.

Choose your next step

Prepare to stop using Insights   → ←  Go back to the start