Suite | Professional, Enterprise, or Enterprise Plus |
Support with | Explore Professional or Enterprise |
In this recipe, you'll learn how to configure clickable links within reports for tickets and knowledge base articles. When you configure clickable links, anyone viewing the report can click the link to quickly open the selected ticket or article, provided they have access.
You can create clickable links when you use the following chart visualization types:
By default, many Zendesk objects—like tickets, users, and organizations—can be opened in an Explore report by clicking on the object's ID and selecting Open link. For these objects, you don’t have to follow this recipe, but you still might choose to in order to maintain a consistent look and feel across your reports.
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Clickable ticket link available by default | Clickable ticket link created in this recipe |
This recipe contains the following topics:
What you'll need
Skill level: Beginner
Time required: 5 minutes
- Zendesk Explore Professional or Enterprise
- Editor or Admin permissions (see Giving users access to Explore)
- Ticket data in Zendesk Support, or article data in Zendesk Guide
Configuring clickable links for tickets
- In Explore, click the reports (
) icon.
- In the Reports library, click New report.
- On the Select a dataset page, click Support > Support - Tickets, then click Start report. The report builder opens.
- In the Metrics panel, click Add and select Tickets.
-
Create a standard calculated attribute named Ticket ID converted to string with the following formula:
STRING([Ticket ID])
Tip: If you're working in a language other than English, read this article to help you enter Explore formulas in your language. - Create another standard calculated attribute named Clickable ticket ID with the following formula, replacing yoursubdomain with your actual subdomain name:
LINK("https://yoursubdomain.zendesk.com/agent/tickets/" + [Ticket ID converted to string],[Ticket ID])
- In the Rows panel, click Add and select Clickable ticket ID.
- In the Chart configuration menu (
), select Chart and set the Text interpretation field to HTML.
- Make sure the Clickable URL checkbox is selected.
Now, when you click any ticket in the Clickable ticket ID column, it will open a new browser window with the ticket.
Configuring clickable links for articles
- In Explore, click the reports (
) icon.
- In the Reports library, click New report.
- On the Select a dataset page, click Guide > Guide - Knowledge Base, then click Start report. The report builder opens.
- In the Metrics panel, click Add and select Article views.
- Create a standard calculated attribute named Clickable article link with the following formula:
-
LINK([Article URL],[Article title])
- In the Rows panel, click Add and select Clickable article link.
- In the Chart configuration menu (
), select Chart and set the Text interpretation field to HTML.
- Make sure the Clickable URL checkbox is selected.
Now, when you click any article in the Clickable article link column, it will open a new browser window with the article.
16 comments
Rob Stack
Hi Bart, nice to hear from you. Unfortunately, this isn't currently possible though would make a great suggestion for our feedback forum at https://support.zendesk.com/hc/en-us/community/topics/360001200913
0
Bart
Rob Stack,
Is it possible to create a link to the requester.
Use case scenario. Because there is no native round robin tool, quite often we have multiple tickets from the same requester. Instead I have a explore recipe that shows me requester by volume of tickets. I would like to click on the requester name - as I do for ticket id - but instead get taken to the requester where multiple tickets appear to be able to manage multiple emails in one go.
Thanks
Bart
0
Vladimir P
I can definitely echo Adrian's general sentiment here. The migration is mandatory, but there are quiet a few functionalities that don't match Insights experience. We are coming up against issues nearly every day with Explore lately
1
zAdrian
Thanks Eugene for answering and clarifying the roadmap for this.
Looking forward for when the clickable links are default for the ID attributes, as it will save us so much time when analyzing reports.
Good day :)
0
Eugene Orman
Hi Adrian M.
Thank you for the feedback. You have a good point.
We are currently working on enabling clickable links for the ID attributes like Ticket ID by default. These links will work directly in the queries and when drilling into data. At this stage, these links will not be added to the Excel or PDF exports.
Default Clickable links feature should be available by the end of March 2021.
-1
zAdrian
Any news on ETA on this guys? Mandatory migration is in less than one month, but Explore is still incomplete, like for this feature to have clickable links in drill through and exports. More than one year ago you said is on the roadmap but no further updates.
The workaround you give is just not matching the experience from Insights and our current reporting needs.
How you set the migration date, you should have set a deadline to achieve the key features in previous platform, which yo are aware of for a very long time now.
Very disappointed :(
2
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