Explore recipe: Help center article views within 30 days of creation

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<p><span style="font-weight: 400;">In this Explore recipe, you’ll learn how to create several different reports on article views in your knowledge base, including views within 30 days of article creation. You’ll also learn how to create a dashboard with filters that help you quickly focus on the information you’re interested in.</span></p>
<div class="note tip">
<span class="notetitle">Tip:</span> For another helpful recipe on article views, see <a href="https://support.zendesk.com/hc/en-us/articles/4408835118106-Explore-recipe-Reporting-on-article-views-for-all-languages">Explore recipe: Reporting on article views for all languages</a>.</div>
<p><span style="font-weight: 400;">This article contains the following topics:</span></p>
<ul>
<li aria-level="1" style="font-weight: 400;"><a href="#h_01FJW0WAYJ0MJ3SGHART63B31X" rel="undefined" target="_self">What you’ll need</a></li>
<li aria-level="1" style="font-weight: 400;"><a href="#h_01FJW0WNQ63QF6JA01N08G5W93" rel="undefined" target="_self">Creating the standard calculated metric</a></li>
<li aria-level="1" style="font-weight: 400;"><a href="#h_01FJW0WY1RQ1Q0QBSENWX7JATP" rel="undefined" target="_self">Creating the reports</a></li>
<li aria-level="1" style="font-weight: 400;"><a href="#h_01FJW11M8A47EJF2YZ2TZN2GVM" target="_self"><span style="font-weight: 400;">Creating the dashboard</span></a></li>
</ul>
<div class="note note">
<span class="notetitle">Note:</span> The Knowledge Base dataset in Explore launched on January 18, 2021. Data from before that date is not available in Explore.</div>
<h2 id="h_01FJW0WAYJ0MJ3SGHART63B31X"><span style="font-weight: 400;">What you’ll need</span></h2>
<p><strong>Skill level:</strong><span style="font-weight: 400;"> Moderate</span></p>
<p><strong>Time required: </strong><span style="font-weight: 400;">30 minutes</span></p>
<ul>
<li aria-level="1" style="font-weight: 400;"><span style="font-weight: 400;">Zendesk Explore Professional or Enterprise</span></li>
<li aria-level="1" style="font-weight: 400;">
<span style="font-weight: 400;">Editor or Admin permissions (see </span><a href="https://support.zendesk.com/hc/en-us/articles/4408836002970-Adding-users-to-Explore"><span style="font-weight: 400;">Giving agents access to Explore</span></a><span style="font-weight: 400;">)</span>
</li>
<li aria-level="1" style="font-weight: 400;"><span style="font-weight: 400;">Article data in Zendesk Guide</span></li>
</ul>
<h2 id="h_01FJW0WNQ63QF6JA01N08G5W93"><span style="font-weight: 400;">Creating the standard calculated metric</span></h2>
<p><span style="font-weight: 400;">The reports in this recipe use a standard calculated metric that returns the number of views within the first 30 days after an article was created. This information is helpful if you have articles that are most relevant immediately after publication, like announcements or product release notes.</span></p>
<p><span style="font-weight: 400;">You can still follow this recipe without creating the standard calculated metric. In that case, you’ll report on total article views instead.</span></p>
<p><strong>To create the standard calculated metric</strong></p>
<ol>
<li>
<span style="font-weight: 400;">In Explore, click the reports (</span><img src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/Explore_query_icon.png"><span style="font-weight: 400;">) icon.</span>
</li>
<li>
<span style="font-weight: 400;">In the Reports library, click </span><strong>New report</strong><span style="font-weight: 400;">.</span>
</li>
<li>
<span style="font-weight: 400;">On the </span><strong>Select a dataset</strong><span style="font-weight: 400;"> page, click </span><strong>Guide</strong><span style="font-weight: 400;"> &gt; <strong>Guide -</strong> </span><strong>Knowledge Base</strong><span style="font-weight: 400;">, then click <strong>Start report</strong></span><span style="font-weight: 400;">. The report builder opens.</span>
</li>
<li>
<span style="font-weight: 400;">Click the </span><strong>Calculations</strong> (<img src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/Explore_calculations.png">) menu &gt; <strong>Standard calculated metric</strong>.</li>
<li>
<span style="font-weight: 400;">Name this metric </span><strong>Days between creation and view</strong><span style="font-weight: 400;">.</span>
</li>
<li>
<span style="font-weight: 400;">Click </span><strong>Save</strong><span style="font-weight: 400;">.</span>
</li>
<li>
<span style="font-weight: 400;">Click the </span><strong>Calculations</strong> (<img src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/Explore_calculations.png">) menu &gt; <strong>Standard calculated metric</strong><span style="font-weight: 400;">.</span>
</li>
<li>
<span style="font-weight: 400;">Name this metric </span><strong>Views within 30 days of creation</strong><span style="font-weight: 400;">.</span>
</li>
<li>
<span style="font-weight: 400;">In the </span><strong>Formula</strong><span style="font-weight: 400;"> field, enter the following:</span><span style="font-weight: 400;"><br></span>
<pre class="c-mrkdwn__pre" data-stringify-type="pre">IF DATE_DIFF([Engagement - Date],[Article created - Date],"nb_of_days") &lt;= 30 THEN
VALUE(Article views)
ENDIF</pre>
<span style="font-weight: 400;"></span>
<div class="note tip">
<span class="notetitle">Tip:</span> If you're working in a language other than English, <a href="https://support.zendesk.com/hc/en-us/articles/4408820266906">read this article</a> to help you enter Explore formulas in your language.</div>
</li>
<li>
<span style="font-weight: 400;">Click </span><strong>Save</strong><span style="font-weight: 400;">.</span>
</li>
</ol>
<h2 id="h_01FJW0WY1RQ1Q0QBSENWX7JATP"><span style="font-weight: 400;">Creating the reports</span></h2>
<p><span style="font-weight: 400;">This recipe covers the following example reports:</span></p>
<ul>
<li><a href="#h_01FJW10M4P8DY32QZS189H8J60" rel="undefined" target="_self">Summary of views by article</a></li>
<li><a href="#h_01FJW10WSQ71AK14A3ZVKJB8VA" rel="undefined" target="_self">Views by article over time</a></li>
<li><a href="#h_01FJW1146PJP9ZGXQFRZEJJ8VZ" rel="undefined" target="_self">Monthly views for all articles</a></li>
<li><a href="#h_01FJW11BXE8TJFFARJYJPE6WJ2" rel="undefined" target="_self">Views by article</a></li>
</ul>
<h3 id="h_01FJW10M4P8DY32QZS189H8J60"><span style="font-weight: 400;">Summary of views by article</span></h3>
<p><span style="font-weight: 400;">This report is a table that lists the articles in your help center, how many views each article has, and how many of those views happened within 30 days of the article’s creation.</span></p>
<p><img class="img-screenshot" src="https://zen-marketing-documentation.s3.us-west-1.amazonaws.com/docs/en/Explore_recipe_summary_of_views.png" width="850"> <strong>To create the report</strong></p>
<p><em><span style="font-weight: 400;">If you created the metric above and are already in the report builder, skip to step 4.</span></em></p>
<ol>
<li>
<span style="font-weight: 400;">In Explore, click the reports (</span><img src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/Explore_query_icon.png"><span style="font-weight: 400;">) icon.</span>
</li>
<li>
<span style="font-weight: 400;">In the Reports library, click </span><strong>New report</strong><span style="font-weight: 400;">.</span>
</li>
<li>
<span style="font-weight: 400;">On the </span><strong>Select a dataset</strong><span style="font-weight: 400;"> page, click </span><strong>Guide</strong><span style="font-weight: 400;"> &gt; <strong>Guide -</strong> </span><strong>Knowledge Base</strong><span style="font-weight: 400;">, then click </span><strong>Start report</strong><span style="font-weight: 400;">. The report builder opens.</span>
</li>
<li>
<span style="font-weight: 400;">In the </span><strong>Metrics</strong><span style="font-weight: 400;"> panel, click <strong>Add</strong> and select:</span>
<ul>
<li>
<strong>Knowledge base engagement </strong><span style="font-weight: 400;">&gt; <strong>Article v</strong></span><strong>iews</strong><span style="font-weight: 400;">, using the </span><strong>SUM</strong><span style="font-weight: 400;"> aggregator</span>
</li>
<li>
<strong>Calculated metrics</strong><span style="font-weight: 400;"> &gt; </span><strong><a href="#h_01FJW0WNQ63QF6JA01N08G5W93" rel="undefined" target="_self">Views within 30 days of creation</a></strong><span style="font-weight: 400;">, using the </span><strong>COUNT</strong><span style="font-weight: 400;"> aggregator</span>
</li>
</ul>
</li>
<li>
<span style="font-weight: 400;">In the </span><strong>Rows</strong><span style="font-weight: 400;"> panel, click <strong>Add</strong> and select:</span>
<ul>
<li>
<strong>Articles</strong><span style="font-weight: 400;"> &gt; </span><strong>Article ID</strong>
</li>
<li>
<strong>Articles </strong><span style="font-weight: 400;">&gt; </span><strong>Article title</strong>
</li>
<li>
<span style="font-weight: 400;"><strong>T</strong></span><strong>ime - Article created</strong><span style="font-weight: 400;"> &gt; </span><strong>Article created - Date</strong>
</li>
</ul>
</li>
<li>
<span style="font-weight: 400;">Click the </span><strong>Result manipulation</strong><span style="font-weight: 400;"> (</span><img src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/Explore_result_manipulation.png"><span style="font-weight: 400;">) menu &gt; </span><strong>Result metric calculation </strong><span style="font-weight: 400;">&gt; </span><strong>Add a new metric</strong><span style="font-weight: 400;">.</span>
</li>
<li>
<span style="font-weight: 400;">Name the metric </span><strong>% of views within 30 days</strong><span style="font-weight: 400;">.</span>
</li>
<li>
<span style="font-weight: 400;">In the </span><strong>Formula</strong><span style="font-weight: 400;"> field, enter the following:</span><span style="font-weight: 400;"><br></span>
<pre><span style="font-weight: 400;">COUNT(Views within 30 days of creation)/SUM(Article views)</span></pre>
<span style="font-weight: 400;"></span>
</li>
<li>
<span style="font-weight: 400;">Click </span><strong>Add</strong><span style="font-weight: 400;">.</span>
</li>
<li>
<span style="font-weight: 400;">Name your report </span><strong>Summary of views by article</strong><span style="font-weight: 400;">.</span>
</li>
<li>
<span style="font-weight: 400;">Click </span><strong>Save</strong><span style="font-weight: 400;">.</span>
</li>
</ol>
<div class="note tip">
<span class="notetitle">Note:</span> If you want to see your articles in chronological order, with the most recently created articles appearing first, click the <strong>Result manipulation</strong> (<img src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/Explore_result_manipulation.png">) menu &gt; <strong>Sort</strong> and choose <strong>Z-A</strong>. This works only if you include Article ID as the first of your attributes.</div>
<h3 class="note tip" id="h_01HC2Y7JYWM20HD465Y3MZKMEV"><span style="font-weight: 400;">Views by article over time</span></h3>
<p><span style="font-weight: 400;">This report is a line graph that shows, for a selected article, how many views the article received each month (light blue), and how many of those views happened within 30 days of article creation (dark blue).</span></p>
<p><img class="img-screenshot" src="https://zen-marketing-documentation.s3.us-west-1.amazonaws.com/docs/en/Explore_recipe_views_by_article_over_time.png" width="850"></p>
<p><strong>To create the report</strong></p>
<ol>
<li>
<span style="font-weight: 400;">In Explore, click the reports (</span><img src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/Explore_query_icon.png"><span style="font-weight: 400;">) icon.</span>
</li>
<li>
<span style="font-weight: 400;">In the Reports library, click </span><strong>New report</strong><span style="font-weight: 400;">.</span>
</li>
<li>
<span style="font-weight: 400;">On the <strong>Select</strong></span><strong> a dataset</strong><span style="font-weight: 400;"> page, click </span><strong>Guide</strong><span style="font-weight: 400;"> &gt; <strong>Guide -</strong> </span><strong>Knowledge Base</strong><span style="font-weight: 400;">, then click </span><strong>Start report</strong><span style="font-weight: 400;">. The report builder opens.</span>
</li>
<li>
<span style="font-weight: 400;">In the </span><strong>Metrics</strong><span style="font-weight: 400;"> panel, click <strong>Add</strong> and select the following:</span>
<ul>
<li>
<strong>Knowledge base engagement </strong><span style="font-weight: 400;">&gt; <strong>Article v</strong></span><strong>iews</strong><span style="font-weight: 400;">, using the </span><strong>SUM</strong><span style="font-weight: 400;"> aggregator</span>
</li>
<li>
<strong>Calculated metrics</strong><span style="font-weight: 400;"> &gt; </span><strong><a href="#h_01FJW0WNQ63QF6JA01N08G5W93" rel="undefined" target="_self">Views within 30 days of creation</a></strong><span style="font-weight: 400;">, using the </span><strong>COUNT</strong><span style="font-weight: 400;"> aggregator</span>
</li>
</ul>
</li>
<li>
<span style="font-weight: 400;">In the </span><strong>Columns</strong><span style="font-weight: 400;"> panel, click <strong>Add</strong> and select:</span>
<ul>
<li>
<strong>Time - Article engagement recorded</strong><span style="font-weight: 400;"> &gt; </span><strong>Engagement - Year</strong>
</li>
<li>
<strong>Time - Article engagement recorded</strong><span style="font-weight: 400;"> &gt; </span><strong>Engagement - Month</strong>
</li>
</ul>
</li>
<li>In the <strong style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;">Rows</strong><span style="font-weight: 400;"> panel, click <strong>Add</strong> and select:</span>
<ul>
<li>
<strong>Articles</strong><span style="font-weight: 400;"> &gt; </span><strong>Article ID</strong>
</li>
<li>
<strong>Articles </strong><span style="font-weight: 400;">&gt; </span><strong>Article title</strong>
</li>
</ul>
</li>
<li>
<span style="font-weight: 400;">Name your report </span><strong>Views by article over time</strong><span style="font-weight: 400;">.</span>
</li>
<li>
<span style="font-weight: 400;">Click </span><strong>Save</strong><span style="font-weight: 400;">.</span>
</li>
</ol>
<p><span style="font-weight: 400;">To see results for an article, click an article ID to the left of the line graph and then click the corresponding article title (it will be the only one in black text) beneath it.</span></p>
<h3 id="h_01FJW1146PJP9ZGXQFRZEJJ8VZ"><span style="font-weight: 400;">Monthly views for all articles</span></h3>
<p><span style="font-weight: 400;">This report is a column chart that shows how many views all of the articles put together in your help center received each month (light blue), and how many of those views happened within 30 days of article creation (dark blue).</span></p>
<p><img class="img-screenshot" src="https://zen-marketing-documentation.s3.us-west-1.amazonaws.com/docs/en/Explore_recipe_monthly_views.png" width="850"></p>
<p><strong>To create the report</strong></p>
<ol>
<li>
<span style="font-weight: 400;">In Explore, click the reports (</span><img src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/Explore_query_icon.png"><span style="font-weight: 400;">) icon.</span>
</li>
<li>
<span style="font-weight: 400;">In the Reports library, click </span><strong>New report</strong><span style="font-weight: 400;">.</span>
</li>
<li>
<span style="font-weight: 400;">On the </span><strong>Select a dataset</strong><span style="font-weight: 400;"> page, click </span><strong>Guide</strong><span style="font-weight: 400;"> &gt; <strong>Guide -</strong> </span><strong>Knowledge Base</strong><span style="font-weight: 400;">, then click <strong>Start report</strong></span><span style="font-weight: 400;">. The report builder opens.</span>
</li>
<li>
<span style="font-weight: 400;">In the </span><strong>Metrics</strong><span style="font-weight: 400;"> panel, click <strong>Add</strong> and select:</span>
<ul>
<li>
<strong>Knowledge base engagement </strong><span style="font-weight: 400;">&gt; <strong>Article v</strong></span><strong>iews</strong><span style="font-weight: 400;">, using the </span><strong>SUM</strong><span style="font-weight: 400;"> aggregator</span>
</li>
<li>
<strong>Calculated metrics</strong><span style="font-weight: 400;"> &gt; </span><strong><a href="#h_01FJW0WNQ63QF6JA01N08G5W93" rel="undefined" target="_self">Views within 30 days of creation</a></strong><span style="font-weight: 400;">, using the </span><strong>COUNT</strong><span style="font-weight: 400;"> aggregator</span>
</li>
</ul>
</li>
<li>
<span style="font-weight: 400;">In the </span><strong>Columns</strong><span style="font-weight: 400;"> panel, click <strong>Add</strong> and select:</span>
<ul>
<li>
<strong>Time - Article engagement recorded</strong><span style="font-weight: 400;"> &gt; </span><strong>Engagement - Year</strong>
</li>
<li>
<strong>Time - Article engagement recorded</strong><span style="font-weight: 400;"> &gt; </span><strong>Engagement - Month</strong>
</li>
</ul>
</li>
<li>
<span style="font-weight: 400;">Name your report </span><strong>Monthly views for all articles</strong><span style="font-weight: 400;">.</span>
</li>
<li>
<span style="font-weight: 400;">Click </span><strong>Save</strong><span style="font-weight: 400;">.</span>
</li>
</ol>
<h3 id="h_01FJW11BXE8TJFFARJYJPE6WJ2"><span style="font-weight: 400;">Views by article</span></h3>
<p><span style="font-weight: 400;">This report is another column chart that shows how many total views each individual article in your help center received (light blue), and how many of those views happened within 30 days of article creation (dark blue).</span></p>
<p><img class="img-screenshot" src="https://zen-marketing-documentation.s3.us-west-1.amazonaws.com/docs/en/Explore_recipe_views_by_article.png" width="850"></p>
<p><strong>To create the report</strong></p>
<ol>
<li>
<span style="font-weight: 400;">In Explore, click the reports (</span><img src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/Explore_query_icon.png"><span style="font-weight: 400;">) icon.</span>
</li>
<li>
<span style="font-weight: 400;">In the Reports library, click </span><strong>New report</strong><span style="font-weight: 400;">.</span>
</li>
<li>
<span style="font-weight: 400;">On the </span><strong>Select a dataset</strong><span style="font-weight: 400;"> page, click </span><strong>Guide</strong><span style="font-weight: 400;"> &gt; <strong>Guide -</strong> </span><strong>Knowledge Base</strong><span style="font-weight: 400;">, then click <strong>Start report</strong></span><span style="font-weight: 400;">. The report builder opens.</span>
</li>
<li>
<span style="font-weight: 400;">In the </span><strong>Metrics</strong><span style="font-weight: 400;"> panel, click <strong>Add</strong> and select:</span>
<ul>
<li>
<strong>Knowledge base engagement </strong><span style="font-weight: 400;">&gt; <strong>Article v</strong></span><strong>iews</strong><span style="font-weight: 400;">, using the </span><strong>SUM</strong><span style="font-weight: 400;"> aggregator</span>
</li>
<li>
<strong>Calculated metrics</strong><span style="font-weight: 400;"> &gt; </span><strong><a href="#h_01FJW0WNQ63QF6JA01N08G5W93" rel="undefined" target="_self">Views within 30 days of creation</a></strong><span style="font-weight: 400;">, using the </span><strong>COUNT</strong><span style="font-weight: 400;"> aggregator</span>
</li>
</ul>
</li>
<li>
<span style="font-weight: 400;">In the </span><strong>Columns</strong><span style="font-weight: 400;"> panel, click <strong>Add</strong> and select:</span>
<ul>
<li>
<strong>Articles</strong><span style="font-weight: 400;"> &gt; </span><strong>Article ID</strong>
</li>
<li>
<strong>Articles </strong><span style="font-weight: 400;">&gt; </span><strong>Article title</strong>
</li>
</ul>
</li>
<li>
<span style="font-weight: 400;">Name your report </span><strong>Views by article</strong><span style="font-weight: 400;">.</span>
</li>
<li>
<span style="font-weight: 400;">Click </span><strong>Save</strong><span style="font-weight: 400;">.</span>
</li>
</ol>
<h2 id="h_01FJW11M8A47EJF2YZ2TZN2GVM"><span style="font-weight: 400;">Creating the dashboard</span></h2>
<p><span style="font-weight: 400;">Now that you’ve created your individual reports, you’ll create a dashboard where you can see all of the reports in this recipe together. Then you’ll add dashboard filters and bookmarks that let you quickly hone in on specific segments of your results. Finally, you’ll publish your dashboard and share it with others.</span></p>
<p><strong>To create the dashboard</strong></p>
<ol>
<li>
<span style="font-weight: 400;">In Explore, click the dashboard (</span><img src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/Explore_dashboard_icon.png"><span style="font-weight: 400;">) icon.</span>
</li>
<li>
<span style="font-weight: 400;">In the Dashboards library, click </span><strong>Create dashboard</strong><span style="font-weight: 400;">.</span>
</li>
<li><span style="font-weight: 400;">On the Start a dashboard page, select Blank dashboard, then click <strong>Select</strong>.</span></li>
<li>In the blank dashboard that opens, click <strong>+</strong> &gt; <strong>Report</strong>.</li>
<li>
<span style="font-weight: 400;">Find and select the four reports you created earlier:</span>
<ul>
<li><strong>Summary of views by article</strong></li>
<li><strong>Views by article over time</strong></li>
<li><strong>Monthly views for all articles</strong></li>
<li>
<strong>Views by article<br></strong>The reports are added to the dashboard.</li>
</ul>
</li>
<li>
<span style="font-weight: 400;">Reposition the reports so they’re arranged how you want them on the dashboard. For help, see </span><a href="https://support.zendesk.com/hc/en-us/articles/4408838017690-Adding-and-arranging-dashboard-widgets"><span style="font-weight: 400;">Adding and arranging dashboard components</span></a><span style="font-weight: 400;">.</span>
</li>
<li style="list-style-type: none;"> </li>
</ol>
<p><strong>To add dashboard filters</strong></p>
<ol>
<li>
<span style="font-weight: 400;">With your dashboard still open, click </span><strong>+</strong><span style="font-weight: 400;"> &gt; </span><strong>Data filter</strong><span style="font-weight: 400;">.</span>
</li>
<li>
<span style="font-weight: 400;">Find and select the attributes you want to be able to filter the dashboard’s results by. Some recommendations are:</span>
<ul>
<li><strong>Article section ID</strong></li>
<li><strong>Article locale</strong></li>
<li><strong>Engagement locale</strong></li>
<li><strong>Article created - Date</strong></li>
</ul>
</li>
<li>
<span style="font-weight: 400;">Reposition the filters so they’re arranged how you want them on the dashboard. For help, see </span><a href="https://support.zendesk.com/hc/en-us/articles/4408838017690-Adding-and-arranging-dashboard-widgets"><span style="font-weight: 400;">Adding and arranging dashboard components</span></a><span style="font-weight: 400;">.</span>
</li>
<li style="list-style-type: none;"> </li>
</ol>
<p><strong>To publish and share the dashboard</strong></p>
<ol>
<li><span style="font-weight: 400;">With your dashboard still open, give it a descriptive name.</span></li>
<li>
<span style="font-weight: 400;">Click </span><strong>Publish changes</strong><span style="font-weight: 400;">.</span>
</li>
<li>Share your dashboard with others as needed. For help, see <a href="https://support.zendesk.com/hc/en-us/articles/4408827282714-Sharing-dashboards" style="background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;"><span>Sharing dashboards</span></a><span style="font-weight: 400;">.</span>
</li>
<li style="list-style-type: none;"> </li>
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