Zendesk Explore resources for reporting and analytics

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

Tip: See the Tips, community, and training section below for information about our Explore training which is now free.

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

Choose your Explore plan   

Lite   Professional   Enterprise

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The Explore Lite resources are sorted into the following categories:

• Getting started
• Moving from Insights to Explore
• 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
• Upgrading from Insights
• 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
• Moving from Insights to Explore
• 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

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Upgrading from Insights

Resources for moving from Insights to Explore Moving to Explore from Insights Frequently asked questions for moving from Insights to Explore Get started with Explore and compare to Insights Saying goodbye to Insights

Recreating and sharing your Insights reports on Explore Learning Explore for Insights users Comparing Explore plans to Insights Discrepancies between Explore and Insights Insights to Explore terminology reference

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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: General, activation, and billing Explore FAQ: Using Explore Explore FAQ: Understanding Explore Enterprise Explore FAQ: Learning and community Zendesk Explore glossary Explore product limits

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Setting up Explore

Activating Explore and giving yourself access Giving users access to Explore Understanding Explore user roles Setting Explore dataset permissions 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

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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 Zendesk Sell dashboard Overview of the Explore live dashboard

Viewing dashboards Interacting with dashboards Seeing live agent status and activities Exporting dashboard tabs and reports Viewing widgets as slides 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

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Creating dashboards

Working with the dashboard builder (Beta) Comparing features available in the dashboard builder Creating dashboards Adding reports to dashboards Adding and arranging dashboard widgets Adding interactive dashboard widgets Best practices for using dashboard filters

Customizing dashboards Cloning dashboards Working with dashboard bookmarks Working with dashboard tabs Adding alert thresholds to Explore live data widgets Adding live data and live filter widgets to dashboards Live data widgets for Explore dashboards Live data limits for Explore dashboards Configuring widget slides

Adding live data and live filter widgets to dashboards Live data widget limits for Explore dashboards

Live data widgets for Explore dashboards

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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 Customizing dashboards with URL parameters Dynamically adapting dashboard data based on viewer

Configuring Explore Enterprise dashboard sharing permissions Sharing Explore dashboards outside Zendesk

Sharing dashboards with end users

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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 Zendesk Sell

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

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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

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Writing formulas

Formula writing resources Explore functions reference Writing 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

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Performing calculations

Using result manipulations and calculations Getting started with custom metrics and attributes Creating standard calculated metrics and attributes Adding time and date calculated metrics Creating a top/bottom filter Organizing values by groups and sets

Using result metric calculations Using result path calculations Performing analysis with what if variables Using forecasting to predict results Adding totals to results Selecting the metric result range Adding fixed calculated metrics Hiding rows and columns Setting result manipulation order

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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

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Explore recipes

Explore recipes reference

Explore recipe showcase

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Tips, community, and training

Ask a question or make a suggestion

Zendesk training courses for Explore

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