Explore recipe: Call outcomes by call owner

Note: Sell customers who also have a Suite Professional plan or higher may also create this report.

In this Explore recipe, you’ll learn how to create a pie chart showing you the percentage breakdown of your calls by call outcome. You can further filter the report by call owner.

This article contains the following topics:

• What you’ll need
• Creating the report

What you’ll need

Skill level: Beginner

Time required: 5 minutes

• Zendesk Explore Professional or Enterprise
• Editor or Admin permissions (see Giving agents access to Explore)
• Sales data in Zendesk Sell

Creating the report

1. In Explore, click the reports () icon.
2. In the Reports library, click New report.
3. On the Select a dataset page, click Sell > Sell - Calls, then click Start report. The report builder opens.
4. In the Metrics panel, click Add.
5. From the list, select Calls and click Apply.
6. In the Columns panel, click Add.
7. From the list, select Call outcome and click Apply.
8. To change the chart type, go to the Visualization type menu () and select Pie.
9. To add an optional filter for the call owner, in the Filters panel, click Add.
10. From the list, select Call owner and click Apply. You can then click this attribute to filter the report’s results to suit your needs.
11. To filter out calls with no recorded outcome, click the Call outcome attribute on the left, go to the Excluded tab, and select NULL, and click Apply.
12. To add the outcome label so that it appears when a viewer hovers over a pie segment, go to the Chart configuration menu () and select Datatips.
13. In the Select element to add field, select Call outcome.