Why can't I create reports or dashboards in Zendesk Explore?

Question

Why can't I create reports or dashboards in Explore?

Answer

You might not be able to create reports or dashboards due to plan limitations or permission issues.

Plan limitations

Zendesk Explore offers different plans with different features. Explore Lite is available with standalone Zendesk Support plans, such as Support Team, Support Professional, and Support Enterprise. Explore Lite agents can only access prebuilt dashboards created by Zendesk. Explore Lite plans don't permit users to create custom reports or dashboards.

If your current Explore plan is Explore Lite and you need advanced capabilities, consider an upgrade to your Explore plan.

See Check your plan type or add-ons.

Permission issues

If you have the right subscription plan and still can't create custom reports and dashboards, it might be a user permission issue.

An admin can confirm if your user role includes the necessary permissions to build reports and dashboards.

See Give users access to Explore.