Reporting Metrics via Emails

3 댓글

  • Graeme Carmichael
    Community Moderator

    Andrew

    Triggers are not used for that kind of thing. Triggers fire when a ticket is updated.

    To send out weekly metrics by email, you use Explore which is the Zendesk provided reporting tool.

    First you would create a query, add it to a dashboard and then schedule its delivery. You can find out about scheduling reports here.

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  • Andrew

    Thanks Graeme.

    Are there any basic videos which show you how to create the queries within Explore as it all seems quite complicated?

     

    0
  • Graeme Carmichael
    Community Moderator

    Andrew

    Yes, it can be overwhelming at first. I am not sure that there are many videos, but the getting started articles are here.

    It would be best to follow those examples first, then look at the Explore recipes . Try to recreate a recipe that interests you.

    Remember that Zendesk do provide a suit of dashboards for you. So they may meet your needs without modification.

    Once you have that grounding, you can try to create your own reports.

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