Suite | Professional, Enterprise, or Enterprise Plus |
Support with | Explore Professional or Enterprise |
Explore 非常适合用于报告工单、帮助中心页面查看数、通话和在线交谈等数据,但也可以用来报告与您的帐户关联的用户和组织数据。Support:工单数据集包含许多可用于报告用户、组织等数据的指标和属性。请参阅 Zendesk Support 的指标和属性,了解更多关于可报告内容的信息。
注意:用户和组织无需关联支持工单即可计入这些报告。
在本文中,您可以从创建以下两个简单有用的报告开始:
显示每个组织中与您的 Zendesk 帐户关联的用户数
工单组织是您创建的用来分配用户的组,例如 VIP 客户或 Beta 测试。本例中,您将创建一个报告,其中显示您的所有组织,以及每个组织分配了多少用户。
注意:当报告自定义组织字段时,Explore 始终会引用工单请求者的第一个或默认组织(请求者组织名称),而不是工单组织名称字段。如果用户已添加到多个组织,或者工单组织名称与请求者组织名称不同,则报告中的自定义组织字段可能无法正确反映所报告的工单组织。例如,如果请求者被分配到组织 A(默认)和组织 B,但工单组织设置为组织 B,则自定义工单组织相关 Explore 报告将返回组织 A(默认)。
显示与您的帐户关联的组织
- 在 Explore 中,单击报告图标 (
)。
- 在报告库中,单击新建报告。
- 在选择数据集页面上,单击 Support > Support - 工单,然后单击开始报告。报告生成器随即打开。
- 下一步,添加您的指标,以及您要衡量的内容:本例中是与您的帐户关联的组织数量。在指标面板中,单击添加。
- 在指标列表中,选择用户和组织 > 用户,然后单击应用。Explore 将显示您帐户中的用户数。
- 现在,您将对此数据进行切片,以显示每个组织的名称。在行面板中,单击添加。
- 在属性列表中,选择工单组织 > 请求者组织名称,然后单击应用。Explore 将显示您所有组织的列表,以及每个组织中的用户数。如果表格顶部有空白行,则表示有用户未分配到组织。要移除此行,请单击请求者组织名称属性,并排除所有 NULL 值。
有关工单组织的更多信息,请参阅组织工单和用户。
更多创意
虽然您已通过一个简单示例上手,但建议尝试添加更多属性以提高报告有用性。例如:
- 添加属性请求者组织域名可查看与每个组织关联的域名。
- 添加属性请求者组织状态可查看哪些组织当前是活跃的。
显示与您的 Zendesk 帐户关联的用户
这是一个很好的报告,显示了与您的 Zendesk 帐户关联的所有用户和专员及其提出的工单请求数。
显示与您的 Zendesk 帐户关联的用户及其工单请求
- 在 Explore 中,单击报告图标 (
)。
- 在报告库中,单击新建报告。
- 在选择数据集页面上,单击 Support > Support - 工单,然后单击开始报告。报告生成器随即打开。
- 下一步,添加您的指标,以及您要衡量的内容:本例中是与您的帐户关联的组织数量。在指标面板中,单击添加。
- 在指标列表中,选择用户和组织 > 用户,然后单击应用。Explore 将显示与您的帐户关联的用户总数。
- 下一步,将用户名及其 Zendesk 用户角色添加到报告中。在行面板中,单击添加。
- 在属性列表中,选择请求者/用户 > 请求者姓名和请求者用户角色,然后单击应用。Explore 将显示您帐户中的所有用户及其角色。
Explore 可报告数百个指标和属性,您可以使用 Zendesk Support 的指标和属性随意试验这些示例,获取创意。
后续步骤
如果您还没有找到创意,不妨试试我们的 Explore 配方集合,其中有些不错的独立示例,可帮助您使用 Explore 报告真实场景。以下是部分示例的链接,可帮助您报告用户和组织信息:
29 条评论
Rena Towles
1263169148850 You are amazing! I didn't know that about the reporting and it does makes sense after you explained it. I finally have a higher number. It's no where near the 1300, but it's far higher than the 74 so I'm grateful. Thank you!
0
bill cicchetti
1900285694204 : One thing to keep in mind with reporting on users and/or orgs. If the user never submitted or requested a ticket they will NOT show on the report. Its been a sore spot for me since we started using ZD in 2015. Upper mgmt wants a report with all the orgs paid modules (set via check boxes on the org form) but if they org has not opened a ticket it wont show. Very frustrating and hard to explain to mgmt.
I would maybe start with just:
and then try to add aggregates/filters as you go to see how granular you can make the report.
1
Rena Towles
1263169148850 Sure.
0
bill cicchetti
1900285694204 Could you provide screenshots of the report metrics and attributes? It would be helpful to see how you are creating the report
0
Rena Towles
1263169148850 Good point! I did put a date filter in and I still only get 74 agents. I tried to seeing if they have multiple seats. Even if every agent has the max number of seats possible it would still equate to 300-something. Can anyone explain why I'm showing 1000's of seats being used but only 74 users in the system?
0
bill cicchetti
In the filter options is there a date restriction? If so check that since ZD auto-inserts a date range filter (of I think 30 days) in many reports
0
Rena Towles
I want to run a report on every single user that is associated with our ZD instance. Not End User, every user including agents, light agents, end users, and admins. The systems shows we have 1000s of seats used and 1000s of light agents, but when I followed the above to run a report I only received a report of 72 users. There's a discrepancy. Please advise how I can run a User Report?
0
Shawna James
0
Stephen
Are there any plans to add a native Organisation / User dataset to Zendesk Explore?
I am curious, because it would be useful to build custom metrics / attributes based on update times for Ticket fields. This data is quite difficult to surface otherwise - I believe it is available in Audits, but this is not exactly useful for reporting.
0
John Harte
Hi,
How is it not possible to see what users are searching and clicking in Help Center and then report on the user and organisation?. We can see them in Interactions........
There must be a way to report on it - what am I missing?
1
登录再写评论。