Explore recipe: Reporting on successful and unsuccessful callbacks

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All Suites | Professional, Enterprise, or Enterprise Plus

Support with | Explore Professional or Enterprise

In this Explore recipe, you'll learn how to create a report that allows you to easily track successful and unsuccessful callback requests. The metric Callback calls lets you report on callbacks. If you want to distinguish successful callbacks from unsuccessful callbacks in Explore, create two standard calculated metrics.

What you'll need

Skill level: Advanced

Time required: 20 minutes

Zendesk Explore Professional or Enterprise

Editor or Admin permissions (see Giving agents access to Explore)

A subscription to Zendesk Talk

Creating the report

To create the report

In Zendesk Explore, click the reports ( ) icon.

In the Reports library, click New report.

On the Select a dataset page, click Talk > Talk - Calls, then click Start report. The report builder opens.

Next, open the calculations menu (), then click Standard calculated metric.

On the Standard calculated metric page, name the new metric Successful callbacks.

In the formula field, enter or paste the following formula:

IF ([Call type]="Callback" AND [Call completion status]="Completed")
THEN [Call ID]
ENDIF

Tip: If you're working in a language other than English, read this article to help you enter Explore formulas in your language.

When you are finished, click Save.

Create a second calculated metric for unsuccessful callbacks. Open the calculations menu (), then click Standard calculated metric.

On the Standard calculated metric page, name the new metric Unsuccessful callbacks.

In the formula field, enter or paste the following formula:

IF ([Call type]="Callback" AND [Call completion status]!="Completed")
THEN [Call ID]
ENDIF

When you are finished, click Save.

Under Metrics, click Add >> Calculated metrics and select the two recently created metrics.

The standard calculated metrics give you the option to add the results alongside other metrics. If you want to be able to filter this information, then create a standard calculated attribute.

To create the standard calculated attribute

In the report builder, with the same report opened, open the calculations menu (), then click Standard calculated attribute.

On the Standard calculated attribute page, name the new metric Successful and unsuccessful callbacks.

In the formula field, enter or paste the following formula:

IF ([Call type]="Callback" AND [Call completion status]="Completed")
THEN "Successful"
ELIF ([Call type]="Callback" AND [Call completion status]!="Completed")
THEN "Unsuccessful"
ELSE "Not a callback"
ENDIF

When you are finished, click Save.