Use this article if you use Insights, and are about to upgrade to Zendesk Explore. For a high-level overview to help you plan to move, see Moving to Explore from Insights.
If you are new to Explore, you can start learning basics by working through Getting started with Zendesk Explore. This article can help you to find some of the capabilities you might have used in Insights, and to start using Explore productively as soon as possible.
1. Viewing prebuilt dashboards
If you've used Insights for a while, you'll be familiar with it's prebuilt dashboards that contain reports for many common business scenarios. As you move to Explore, you'll find that most of these are also available in Explore. Read the article Understanding dashboards for a full list of the Explore prebuilt reports. Use the following table to discover where to find your Insights prebuilt reports in Explore.
|Insights report||Explore report||Notes|
|Overview dashboard tab||Zendesk Support dashboard - Tickets and Backlog tabs||See Overview of the Zendesk Support dashboard.|
|Tickets dashboard tab||Zendesk Support dashboard - Tickets tab||See Overview of the Zendesk Support dashboard.|
|Satisfaction dashboard tab||Zendesk Support dashboard - Satisfaction tab||See Overview of the Zendesk Support dashboard.|
|Prediction dashboard tab||Currently unavailable|
|Efficiency dashboard tab||Zendesk Support dashboard - Efficiency tab||See Overview of the Zendesk Support dashboard.|
|Agent activity dashboard tab||Zendesk Support dashboard - Assignee activity and Agent Updates tabs||See Overview of the Zendesk Support dashboard.|
|Chat dashboard tab||Zendesk Chat dashboard||See Overview of the Zendesk Chat dashboard.|
|Skills dashboard tab||No dashboard available, but you can use custom metrics to create your own reports.||See Metrics and attributes for Zendesk Support.|
|SLAs dashboard tab||Zendesk Support dashboard - SLAs tab||See Overview of the Zendesk Support dashboard.|
|Talk dashboard tab||Zendesk Talk dashboard||See Analyzing your Talk activity.|
|Answer Bot dashboard tab||Zendesk Guide dashboard - Answer Bot tab||See Overview of the Zendesk Guide dashboard.|
|Knowledge Capture dashboard tab||Zendesk Guide dashboard - Knowledge Capture tab||See Overview of the Zendesk Guide dashboard.|
|Team Publishing dashboard tab||Planned||Currently unavailable.|
2. Choosing a data source
With Insights, when you create a report, your metrics and attributes for all products are found in the What column of the report builder.
In Explore, your Zendesk data is split into manageable blocks called datasets. Before you can begin to create reports, you must choose the dataset that contains the data for your product.
For details about how to choose your dataset, and to find out what datasets are available, see Working with datasets.
Frequently asked questions about datasets
- Can I combine the information from two datasets into one
Not currently, however, this is planned in the future.
- How can I find out what datasets are coming in the future?
To learn about new and upcoming datasets, see our announcements section.
- How do I find out what's in each dataset?
Take a look at Working with datasets.
3. Creating reports
The reports that you created with Insights are known as reports in Explore.
The method you use to construct reports is similar in both products. Use the following table to help you understand where you'll find the features you used in Insights now that you are migrating to Explore:
|Create a new report||Create a new report||Creating reports|
|Add metrics to the What panel||Add metrics to the Metrics panel||Adding metrics and attributes to your reports|
|Add attributes to the How panel||Add attributes to the Columns or Rows panel||Adding metrics and attributes to your reports|
|Click the Filter button to add filters||Add filter attributes in the Filters panel||Calculation types reference|
Finding metrics and attributes
If you used Insights for a while, you were probably familiar with the articles that helped you find metrics and attributes to use in your custom reports.
In Explore, you'll find this information in Understanding Explore datasets, which gives you the metrics and attributes you can use, sorted by product.
After you review this article, if you can't find the metric or attribute you need, you might be able to configure your own. The article Creating basic calculated metrics and attributes can help get you off to a great start doing this.
Frequently asked questions about reports
- Do Insights reports work in Explore?
While you can't import an Insights report directly into an Explore report, most reports can be rewritten as an Explore report.
- How do I find out what metrics and attributes I can use?
4. Creating dashboards
The method you use to create a dashboard in Explore is similar to the method you used in Insights.
In Explore, you typically create a blank dashboard, and then add reports and other static or interactive elements to it. These are known as widgets.
A great article to start learning about dashboards in Explore is Getting started creating dashboards.
Frequently asked questions about dashboards
- Can I automatically migrate reports I created from Insights into
No. You will need to recreate these reports in Explore. Use the information in this article, and in Getting started with Zendesk Explore to help you get started.
5. Sharing dashboards and reports
Explore gives you similar sharing capabilities as you used in Insights. Use the following table to find out where the option you used previously can be found in Explore:
|Emailing scheduled dashboards||Sharing dashboards through email|
|Emailing scheduled reports||Sharing dashboards through email|
|Setting permissions for dashboards and reports||Setting editor and admin permissions|
|Changing the schedule when a report is sent||Sharing dashboards through email|
|Exporting reports||Saving your report|
|Printing reports||Saving your report (export, then print the report)|
For more information, see Getting started sharing dashboards.
Frequently asked questions about sharing reports
- Can I share reports with anybody?
You can share to individuals, or groups, as long as they are registered in Zendesk Support.
- How do I print a report?
Currently, Explore does not provide built-in printing capabilities. However, you can export a dashboard to another format such as PDF, and then use the software of your choice to print it.
There is a lot more to Explore than you've read above. We encourage you to get to know the Explore documentation and also, to give us feedback. If you want to read more, start with the following articles:
The Explore community gives you a chance to interact with both the Explore team and other customers using the product. We love to hear from you!
Get started in the Explore community with the following resources:
- Ask a question: If there's anything you don't understand, or need help with, this is a great place to ask. Both the Zendesk team and other Explore experts hang out here, and can give you the help you need.
- Share a tip: Have you written a great report? Do you have a great tip for creating dashboards? Are you an Explore expert? Share your knowledge here!
- Make a suggestion: We are always improving our products to make your work easier and more productive. Many improvements come directly following feedback from you. While we can't promise to include every suggestion, we read all feedback.