Using Explore for reporting and analytics
Explore basics
- Zendesk Explore resources for reporting and analytics
- Learning about Explore with e-books
- About the Zendesk Explore plan types
- Navigating the Explore interface
- Data refresh intervals for Explore reporting
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
Explore recipes
- Explore recipes reference
- Explore recipe showcase
- Explore recipe: Breakdown of CSAT by customer sentiment
- Explore recipe: Calls abandoned waiting over 10 seconds
- Explore recipe: Reporting on the volume of tickets generated by group each hour
Viewing and using dashboards
- Understanding dashboards
- Exporting data from Explore (Beta)
- Overview of the Zendesk Support dashboard
- Overview of the Zendesk Guide dashboard
- Overview of the Zendesk Talk dashboard
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
Publishing and sharing dashboards
- Configuring Explore dashboard sharing permissions
- Sharing and publishing dashboards
- Sharing Explore dashboards outside Zendesk
- Scheduling dashboard deliveries
- Scheduling dashboard deliveries with end users
Building reports
- Understanding datasets
- Understanding reports
- Working with datasets
- Metrics and attributes for Zendesk Support
- Metrics and attributes for Zendesk Guide
Customizing reports
- Editing reports
- Customizing reports
- Customizing your chart type and options
- Editing metrics and attributes
- Filtering a report
Writing formulas
- Formula writing resources
- Explore functions reference
- Writing Explore formulas
- Working with aggregation-level functions
- Working with earliest and latest date functions
Performing calculations
- Using result manipulations and calculations
- Creating standard calculated metrics and attributes: Hands-on tutorial
- Creating standard calculated metrics and attributes
- Adding date calculated metrics
- Creating a top/bottom filter
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