Explore recipe: Call campaign for leads with a specific tag

Zendesk is removing the Sell datasets and prebuilt dashboard from Explore on January 16, 2024. For more information, see Announcing the removal of Sell datasets and dashboards in Explore.

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 table summarizing call information for leads tagged with a specified value. This information helps you report on the progress of different sales campaigns.

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 the following metrics and then click Apply:
   • Leads
   • Calls
   • Call duration
6. In the Rows panel, click Add.
7. From the list, select the following attributes and then click Apply:
   • Lead name
   • Lead tags
   • Call owner
   • Call outcome
   • Time - Call made at - Date
   • Call recording URL
8. To filter the report to show only results with a specific tag, click the Lead tags attribute on the left.
9. On the Selected tab, select the specific tag or tags you want the report to include, and click Apply.
10. To change the Call time column to a duration format, go to the Chart configuration menu () and select Display format. In the SUM(Call duration) field, select Duration.
11. To make the Call recording URL values clickable, go to the Chart configuration menu () and select Chart. In the Text interpretation field, select HTML.