What's my plan?
Suite Team, Growth, Professional, Enterprise, or Enterprise Plus
Support with Explore Light, Professional, or Enterprise

This article contains resources for setting up and using Zendesk reporting, including documentation, blogs, and community tips.

Tip: The Tips, community, and training section below provides information about our free reporting training.

Click one of the plan buttons below to see resources for each Explore plan level.

Choose your Explore plan.

    


The Explore Lite resources are sorted into the following categories:

  • Getting started
  • Explore basics
  • Viewing and using dashboards
  • Advice and troubleshooting
  • Tips, community, and training

The Explore Professional resources are sorted into the following categories:

  • Getting started
  • Explore basics
  • Setting up Explore
  • Viewing and using dashboards
  • Creating dashboards
  • Publishing and sharing dashboards
  • Building reports
  • Customizing reports
  • Writing formulas
  • Performing calculations
  • Advice and troubleshooting
  • Explore recipes
  • Tips, community, and training

The Explore Enterprise resources are sorted into the following categories:

  • Getting started
  • Explore basics
  • Setting up Explore
  • Viewing and using dashboards
  • Creating dashboards
  • Publishing and sharing dashboards
  • Building queries
  • Customizing queries
  • Writing formulas
  • Performing calculations
  • Advice and troubleshooting
  • Explore recipes
  • Tips, community, and training

Getting started

  • Welcome to Explore for reporting and analytics
  • Explore quick start guide
  • Getting started with Zendesk Explore for reporting and analytics
  • Getting started with Zendesk Explore: Hands-on tutorial
  • Evaluating reporting and analytics in your Zendesk Suite trial

Explore basics

    • Zendesk Explore resources for reporting and analytics (this article)
    • Learning about Explore with e-books
    • About the Zendesk Explore plan types
    • Navigating the Explore interface

  • Data refresh intervals for Explore reporting
  • Explore FAQ: Understanding Explore Enterprise
  • Zendesk Explore glossary
  • Explore product limits

Setting up Explore

  • Activating Explore and giving yourself access
  • Giving users access to Explore
  • Understanding Explore user roles
  • Setting Explore dataset permissions
  • Setting default chart colors and export settings
  • Setting the start of the week for reports and filters
  • Browsers supported by Explore
  • Allowing network IP addresses for Explore
  • HIPAA considerations when using Zendesk Explore
  • Privacy and data protection law resources for Explore

Viewing and using dashboards

  • Understanding dashboards
  • Overview of the Zendesk Support dashboard
  • Overview of the Zendesk Guide dashboard
  • Overview of the Zendesk Talk dashboard
  • Overview of the Zendesk Chat dashboard
  • Overview of the Zendesk Messaging dashboard
  • Overview of the Zendesk Answer Bot dashboard
  • Overview of the Explore live dashboard
  • Overview of the Explore live performance data by channel dashboard
  • Overview of the omnichannel routing queues live monitoring dashboard
  • Overview of the omnichannel agent state dashboard
  • Overview of the Generative AI Agent Tools dashboard
  • Overview of the Intelligent triage dashboard
  • Viewing Explore dashboard information and activity
  • Viewing dashboards
  • Interacting with dashboards
  • Seeing live agent status and activities
  • Seeing live agent status with Explore: Use cases
  • Exporting dashboard tabs and reports
  • Understanding discrepancies between the Talk Live calls dashboard and the Explore live dashboard
  • Understanding discrepancies between Guide and Google Analytics data in Explore
  • Understanding discrepancies between Explore reports and exports
  • Overview of the Explore Enterprise live dashboard
  • Discrepancies between the Talk Live calls dashboard and the Explore Enterprise live dashboard

Creating dashboards

  • Creating dashboards
  • Adding reports to dashboards
  • Adding and arranging dashboard components
  • Adding interactive dashboard components
  • Best practices for using dashboard filters
  • Migrating legacy Explore dashboards to the new dashboard builder
  • Best practices for migrating to the new Explore dashboard builder
  • Customizing dashboards
  • Cloning dashboards
  • Working with dashboard tabs
  • Adding alert thresholds to Explore live data components
  • Adding live data and live filter components to dashboards
  • Live data components for Explore dashboards
  • Live data limits for Explore dashboards
  • About the legacy Explore dashboard builder
  • Adding live data and live filter components to dashboards
  • Live data component limits for Explore dashboards
  •  Live data widgets for Explore dashboards

Publishing and sharing dashboards

  • Configuring Explore dashboard sharing permissions
  • Sharing and publishing dashboards
  • Sharing dashboards outside Zendesk
  • Scheduling dashboard deliveries
  • Scheduling dashboard deliveries with end users
  • Turning off dashboard and report interactivity
  • Dynamically adapting dashboard data based on viewer
  • Bookmarking dashboard states with filtered views
  • Configuring Explore Enterprise dashboard sharing permissions
  • Sharing Explore dashboards outside Zendesk
  • Sharing dashboards with end users

Building reports

  • Understanding datasets
  • Understanding reports
  • Working with datasets
  • Metrics and attributes for Zendesk Support
  • Metrics and attributes for Zendesk Guide
  • Metrics and attributes for live chat
  • Metrics and attributes for Zendesk messaging
  • Metrics and attributes for Zendesk Answer Bot
  • Metrics and attributes for Zendesk Talk
  • Metrics and attributes for agent state
  • Metrics and attributes for Zendesk AI
  • About native Chat time duration metrics
  • About native Talk time duration metrics
  • Working with the report builder (Beta)
  • Creating reports
  • Using metrics and attributes in reports
  • Working with reports
  • Interacting with reports
  • Cloning a report
  • Reporting on user and organization data
  • Analyzing agent ticket touches
  • Reporting with tags
  • Reporting with custom fields
  • Understanding ticket channels in Explore
  • About native Support time duration metrics
  • Using average or median aggregators
  • Editing dates and date ranges
  • Choosing metric aggregators
  • Setting a metric's default and visible aggregators

Customizing reports

  • Editing reports
  • Customizing reports
  • Customizing your chart types and options
  • Editing metrics and attributes
  • Filtering a report
  • Changing the format of results
  • Sorting results
  • Working with tables
  • Working with datatips
  • Using drill in to refine your reports
  • Using stacked charts to display results
  • Chart types for comparing trends over time
  • Chart types using metrics as axes
  • Chart types for comparing metrics
  • Chart types for comparing categories
  • Chart types for displaying workflow
  • Chart types for comparing values to total results

Writing formulas

  • Formula writing resources
  • Explore functions reference
  • Writing Explore formulas
  • Working with data types in Explore formulas
  • Troubleshooting errors in Explore formulas
  • Working with aggregation-level functions
  • Working with earliest and latest date functions
  • Using the IF THEN ELSE function
  • Adding multiple conditional expressions with SWITCH

Performing calculations

  • Using result manipulations and calculations
  • Getting started with custom metrics and attributes
  • Creating standard calculated metrics and attributes
  • Adding date calculated metrics
  • Creating a top/bottom filter
  • Organizing values by groups and sets
  • Using result metric calculations
  • Using result path calculations
  • Using forecasting to predict results
  • Adding totals to results
  • Selecting the metric result range
  • Hiding rows and columns
  • Setting result manipulation order

Advice and troubleshooting

  • Reporting and analytics admin questions
  • Metrics, attributes, and filters
  • How to build dashboards
  • How to create and update reports
  • How to solve unexpected issues with reports

Explore recipes

  • Explore recipes reference
  • Explore recipe showcase

Tips, community, and training

  • Ask a question or make a suggestion
  • Zendesk training courses for Explore

Powered by Zendesk