Use this article to help you discover some of the terminology differences between Insights and Explore.
For more resources to help you during your move to Explore, see Moving to Explore from Insights.
This article contains the following topics:
Dashboards
Use this table to help you learn some of the terminology differences between Insights and Explore dashboards.
If you're looking for information about where to find pre-built reports you previously used in Insights, see Learning Explore for Insights users.
Insights term | Explore term | Notes |
---|---|---|
Pre-built dashboard | Pre-built dashboard | Pre-built dashboards contain a collection of related queries that you can view and apply filters too. See Getting started with pre-built dashboards. |
Dashboard filter | Dashboard filter widget | Adding interactive dashboard widgets |
Queries
Use this table to help you learn some of the terminology differences between Insights and Explore queries.
Insights term | Explore term | Notes |
---|---|---|
Create a new report | Create a new query | Creating queries |
Data model | Dataset | Working with datasets |
Add metrics to the What panel | Add metrics to the Metrics panel | Adding metrics and attributes to your query |
Add attributes to the How panel | Add attributes to the Columns, Rows, or Explosions panel | Adding metrics and attributes to your query |
Click the Filter button to add filters | Add filter attributes in the Filters panel | Calculation types reference |
Sharing dashboards
Use this table to help you learn some of the terminology differences between Insights and Explore when you share dashboards.
Insights term | Explore term | Notes |
---|---|---|
Emailing scheduled dashboards | Scheduled deliveries | Sharing dashboards through email |
Setting permissions for dashboards and reports | Editor and admin permissions | Setting editor and admin permissions |
Exporting reports | Exporting reports | Saving your query |
Printing reports | Export the report, then print the exported report. | Saving your query |
Metrics and attributes
Use this table to help you learn some of the terminology differences between Insights and Explore metrics and attributes.
Insights term | Explore term | Notes |
---|---|---|
Metrics | Metrics | Understanding Explore datasets |
Attributes | Attributes | Understanding Explore datasets |
Facts | Native attributes | Understanding Explore datasets |
Custom metrics | Calculated metrics | Getting started with custom metrics and attributes |
Miscellaneous
Use this table to find out other differences between Insights and Explore terminology
Insights term | Explore term | Notes |
---|---|---|
Insights recipes | Explore recipes | Zendesk Explore recipes reference |
Head line report | KPI visualization | Visualization types reference |
Bar chart | Column or Bar visualization | Visualization types reference |
Pie and Donut chart | Pie visualization | Visualization types reference |
4 Comments
The link in "For further resources to help you during your move to Explore, see Resources for moving from Insights to Explore" goes to
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The page you were looking for doesn't exist
Jim Stratton Hi Jim, apologies for that. Thanks for letting us know! I've just corrected this.
I have a lot of scheduled reports with this kind of information:
How can I rebuild them with Explore? I don't believe the ticket subjet is in the datasets?
Could you help me out please?
Hi Koen Van Loo, there is an attribute for Ticket subject in the Support: Tickets dataset. See https://support.zendesk.com/hc/en-us/articles/360022182114
Hope this helps. Thanks!
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