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Report on Organisation custom field updates in Explore

Answered


Posted Jan 26, 2021

Hi all,

We use a custom organisation field (drop down) in Zendesk to record what pricing/service tier our customers are on. We currently run a report (outside of Zendesk) each month to show changes in plans, i.e. people who upgraded over the course of the last month.

Is there a way to do this in Explore? I have been tinkering for a while on it trying to finagle something using this to pull in the information I want but it doesn't appear to be possible. Is it possible to report on organisation-level updates or only on the ticket? So for example, say we have two levels, "Basic" and "Professional", we want a query that shows, in a given month, any org where the custom organisation field was changed from "Basic" to "Professional". We don't care about downgrades in this case although I'm assuming the same would be possible with the same solution to this, if there is one.

Cheers!


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Brett Bowser

Zendesk Community Manager

Hey Trevor,

It doesn't look like we have any datasets available currently that will allow for you to report on organization fields at this time. You can see a full list of our available datasets here: Understanding Explore datasets

Let me know if you have any other questions!

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