Question
I am new and unsure where I go to open Explore. Where is Explore located?
Answer
You can get to Explore from anywhere in Zendesk. Click the product tray icon ( ) at the top right-hand corner of your screen. Then, select Explore.
Troubleshooting access issues
I can't see the product tray
If you don't see the product tray, that probably means you're not logged in to Zendesk as an agent. Sign in as an agent, not end user, to get access to the agent interface.
I do see the product tray, but Explore is not listed there
If you don't see Explore in your product tray, make sure Explore is included in your subscription. You may need help from the account owner for this: Viewing and managing plan subscriptions.
I can click on Explore in the product tray but then I see "Uh oh"
If you see an error that you don't have permission to access Explore, ask an admin to help you enable Explore access on your agent profile in Admin Center: Error Message: "It looks like you don't have permission to access Explore".
When I click on Explore it takes me to an activation page
If you've never used Explore before you need to activate it. This may take a few hours. Feel free to close the page, this will not interfere with activation.
I was given a link to a report but I can't open it
If you generally have access to Explore but get an error when following a link to a report, check with the report owner. The owner must give you permission to view or edit: Sharing dashboards.
I can't see the Reports icon in Explore
If your Explore view is missing the Reports icon:
It means your current permission level only allows you to view content in Explore. To gain the ability to create custom reports, your admin has to upgrade your account. If you want to give access to users, check this article: Giving users access to Explore.
For more information, see this article: Getting started with Zendesk Explore for reporting and analytics.
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