Use this article to help you understand the major differences between Explore and Insights. You'll also find links to information in the Explore docs to help you get started.
Important: Insights has now been removed for most customers. If you used Insights before, you'll now need to move to Explore, the latest generation of reporting for Zendesk products.
This article contains the following sections:
General
| Feature | Insights | Explore Lite | Explore Professional | Explore Enterprise |
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| In-product getting started tutorials (learn more) |  |
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| Access roles (viewer, editor, admin) (learn more) | Limited | |
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| Use Support Enterprise custom roles to assign Explore permissions (learn more) | |
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| Granular editor authorizations to control the datasets and dashboards that users can view and edit. (learn more) | |
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| Data refresh rate (learn more) | See here | Daily | Hourly | Hourly plus live dashboard |
| Data can be located in European Union (learn more) | |
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| Advanced account settings like default colors, export separators and roles (learn more) | |
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Data sources
| Feature | Insights | Explore Lite | Explore Professional | Explore Enterprise |
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| Zendesk Support data, including tickets, ticket updates, users, organizations, backlog history, and SLAs. (learn more here and here) | |
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| Skills-based routing data (learn more) | |
Planned | |
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| Zendesk Talk data (learn more here and here) | |
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| Zendesk Chat data (learn more here and here) | |
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| Zendesk Guide data - available for Answer Bot, Knowledge Capture, and knowledge base - planned for Team Publishing and Gather. (learn more here and here) | |
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| Combine analysis from multiple datasets and products | |
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Planned |
| Multi-select and multi-line custom fields (learn more) | |
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Custom queries
| Feature | Insights | Explore Lite | Explore Professional | Explore Enterprise |
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| 500+ customization options (learn more) | |
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| 20+ visualization types (learn more) | |
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| Intelligent visualization selector to choose the optimum chart type automatically (learn more) | |
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| Drag-and-drop chart builder (learn more) | |
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| Easy-to-use calculations (learn more) | Limited | |
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| Calculated attributes (learn more) | |
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| Result manipulations (learn more) | |
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| Axis configuration options (learn more) | Limited | |
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| Displaying results by color and size (learn more) | |
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| Advanced interactions and filters (learn more) | Limited | |
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| Customizable datatips (learn more) | |
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| Rows selector (learn more) | |
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| Advanced trend line (learn more) | |
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| Forecasting using the Holt Winters model and "What if" analysis (learn more here and here) | |
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Custom dashboards and sharing information
| Feature | Insights | Explore Lite | Explore Professional | Explore Enterprise |
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| Advanced dashboard widget customizations (learn more) | |
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| Change dashboard attribute or metric widget (learn more) | |
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| Bookmarks to save current dashboard state (learn more) | |
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| Dashboard sharing with individual agents or agent groups (learn more) | |
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| Real-time dashboard (learn more) | |
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| Schedule dashboards for delivery to agents (learn more) | |
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| Schedule dashboards for delivery to end-users (learn more) | |
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| Share dashboards with users who don't have a Zendesk account (learn more) | |
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| Test emails before scheduled delivery (learn more) | |
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Note: If you've been migrated from Insights to Explore or if you're currently using Insights, you get a free version of Explore known as Explore Professional (Legacy). This version is currently identical in functionality to Explore Professional except it includes the following features that are not part of Explore Professional:
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