In this Explore recipe, you'll learn how to create a report to show the number of tickets each of your agents has updated for a date range you specify.
What you'll need
Skill level: Beginner
Time required: 15 minutes
- Zendesk Explore Professional or Enterprise
- Editor or Admin permissions (see Giving users access to Explore)
- Ticket data in Zendesk Support
How to create the report in Explore
Use the following steps to create this report in Explore.
- In Explore, click the reports (
) icon.
- In the Reports library, click New report.
- On the Select a dataset page, click Support > Support - Updates history, then click Start report. The report builder opens.
- In the Metrics panel, click Add.
- From the list of metrics, choose Tickets > Tickets updated, then click Apply.
- In the Rows panel, click Add.
- From the list of attributes, choose Updater > Updater name, then click Apply.
- In the Filters panel, click Add.
- From the list of attributes, choose Updater > Updater role, then click Apply.
- Click the Updater role filter you just added and then, on the Selected tab, select Admin and Agent.
- Click Apply.
- In the Filters panel, click Add.
- From the list of attributes, choose Time - Ticket update > Update - Date, then click Apply.
- Click the Update - Date filter you just added and then specify the date you want to see. Click Edit date ranges at the bottom of the page if you want to see more date range options.
- Click Apply.
-
By default, Explore chooses a column chart to best display the data. To change this, click the Visualization type (
) icon, then choose Table. You'll see something resembling the following table:
- The report was by default named New report. Click the New report text and replace it with a title of your own.
- Click Save.
10 comments
Liz Fox
Is there a way to show only tickets WITHOUT an update for the past x days? I can make a view that filters by "Hours since assignee update" but I can't figure out how to replicate this in Explore.
If I understand correctly, the "ticket updated" attribute counts requester updates as well. I want a way to see tickets that agents aren't making public updates to the requester, even if the requester is still replying in the ticket or internal comments are made.
0
Gab Guinto
You can try building a custom attribute to get the timestamp of the most recent update of an agent on a ticket using the latest date functions (see Working with earliest and latest date functions). Unfortunately, we do not have the resources to assist in building custom metrics or attributes from scratch, but you can check out the sample recipes in that article. When you've created your custom attribute, you can then use the default Update - Date or Update - Timestamp as filter and set advanced ranges to only include in your report updates made within a certain timeframe.
Thanks David!
0
Christopher Stock
Hi Liz Fox, @...,
I had a go at trying to build something, but fell slightly short. I used the DATE_LAST_FIX function as outlined in the article you linked to Gab. With that I was able to get a timestamp for the last public comment on a ticket. I then created a custom metric to calculate the number of hours since that timestamp:
This works, and will allow you to see the number of hours since the last public comment, but I tried combining this with a report filter to include 'Updater Role' is Agent or Admin and what I got was only tickets where the last public comment was made by an agent or an admin. It didn't include tickets where the last comment was made by an end-user.
I feel like this is achievable, but I haven't been able to get there yet.
0
Gab Guinto
If you are trying to measure the data at the ticket level, then can you try a formula similar to the sample recipe for date_first_fix in that article? Just replace the function with DATE_LAST_FIX and see if you're able to get the figures that you are looking to report on with that.
0
Christopher Stock
Thanks Gab, I tried but that just gives me number of hours since the first agent public comment.
0
Gab Guinto
Did you replace DATE_FIRST_FIX with DATE_LAST_FIX? Maybe you can try something similar to this.
I tested that on my account and it returns the last public comment on each ticket. When I filter the data by Updater role, it returns the timestamp of the most recent agent reply, even if there's an end user comment after the agent's.
0
Christopher Stock
Ah no, I was already using DATE_LAST_FIX and replaced with DATE_FIRST_FIX. The snippet you just shared is exactly the attribute I created. That's good to know though, I wonder why it doesn't work when combined with:
Perhaps having the 'Latest agent comment - timestamp' is enough for Liz Fox?
0
Gab Guinto
Maybe you can try these, too, David. You reach out if you encounter any issues. Thanks!
0
Gerald J
what is the correct agent group to use here? Ticket Group or Update Ticket Group? The goal is to see by group and by agent the number of tickets they have updated in a day
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Dainne Kiara Lucena-Laxamana
Hi Gerald J !
It depends if the group updating the ticket is currently the group assigned to that ticket too. If that's the case, then you'd use “update ticket group”. More information can be found here: What's the difference between Ticket group and Update ticket group in Explore?
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