Creating reports in analyst copilot (EAP)

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<p id="docs-hc-snippet" style="display: none;">Reports help you ask questions about your Zendesk data and get clear, visual answers instantly with no technical skills required. You can use the report builder to drag and drop fields or just type your question in plain language, and HyperArc will create charts or tables for you. Reports can be shared, saved, modified, oradded to dashboards, making it easy for anyone on your team to explore and understand key business data.</p>
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<p id="docs-ai-summary-content">You can create reports in analyst copilot by asking a natural-language question or building one manually from available datasets like support tickets, agent daily snapshots, and IT asset management. You can add filters, groupings, columns, and visualizations, apply conditional formatting, use suggestions, refresh or share reports, and save them for later or for your team.</p>
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<div class="note attention">
<span class="attentiontitle"></span> This feature is currently in an Early Access Program (EAP). You
can <a class="xref" href="https://community.zendesk.com/zendesk-eap-agentic-analytics-154/how-do-i-sign-up-for-the-agentic-analytics-eap-21701" target="_blank">sign up for the EAP here</a>.</div>
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<p class="p">Reports help you ask questions about your Zendesk data and get clear, visual answers
instantly with no technical skills required. You can use the report builder to drag and
drop fields or just type your question in plain language, and HyperArc will create
charts or tables for you. Reports can be shared, saved, modified, or <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/10468739947290" target="_blank">added to dashboards</a>, making it easy for anyone on your team
to explore and understand key business data.</p>
<div class="p">You create reports in analyst copilot, the primary interface for agentic analytics. To
create a report, you have two options: <ul class="ul" id="acp_create_reports_manually__ul_vkn_4gw_z3c">
<li class="li">Use natural language to query your business information.</li>
<li class="li">Manually build a report using datasets and configurable fields.</li>
</ul>
</div>
<p class="p">This article contains the following topics:</p>
<ul class="ul" id="acp_create_reports_manually__ul_mj1_znh_w3c">
<li class="li"><a class="xref" href="#topic_a3s_mqz_t3c">Understanding the available data</a></li>
<li class="li"><a class="xref" href="#topic_s4w_x4h_w3c">Creating a report using a prompt</a></li>
<li class="li"><a class="xref" href="#topic_xs3_y4h_w3c">Creating reports using report builder</a></li>
</ul>
</div>
<div aria-labelledby="ariaid-title2" class="topic nested1" id="topic_a3s_mqz_t3c">
<h2 class="title topictitle2" id="ariaid-title2">Understanding the available data</h2>
<div class="body">
<p class="p" dir="ltr">Datasets are the building blocks from which you create reports. Currently,
the following prebuilt datasets are available:</p>
<ul class="ul" id="topic_a3s_mqz_t3c__ul_mwv_4qz_t3c">
<li class="li" dir="ltr">
<strong class="ph b">Support tickets</strong>: Contains detailed ticket information such as
attributes, status, timings, customer and agent metadata, AI-assisted
suggestions, and enhanced writing features usage.</li>
<li class="li" dir="ltr">
<strong class="ph b">Agent daily snapshot</strong>: Contains agent activity metrics such as
ticket volumes, resolution stats, AI and enhanced writing feature usage, roles,
groups, and other agent-level attributes.</li>
<li class="li">
<strong class="ph b">IT asset management</strong>: Contains information about the assets you manage,
their status, and their location.</li>
<li class="li">
<strong class="ph b">AI agent conversations</strong>: Contains information about your agents, AI
conversations, automated resolutions, and more.</li>
</ul>
<p class="p">You can also create your own dataset by combining fields from other datasets using the
<a class="xref" href="https://support.zendesk.com/hc/en-us/articles/10468674410906" target="_blank">dataset builder</a>.</p>
</div>
</div>
<div aria-labelledby="ariaid-title3" class="topic nested1" id="topic_s4w_x4h_w3c">
<h2 class="title topictitle2" id="ariaid-title3">Creating a report using a prompt</h2>
<div class="body">
<p class="p" dir="ltr">Analyst copilot understands natural language prompts, so you can enter a
natural-language prompt to easily create a report. For example, you could ask
"What's happening with my tickets?"</p>
<p class="p">Analyst copilot creates a report and analysis based on your prompt. Any <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/10468666615194" target="_blank">memories</a> that were used to create the
report are displayed. Prompt-based reporting can be used for most reporting
applications.</p>
<p class="p"><img class="image" id="topic_s4w_x4h_w3c__image_zvl_413_gjc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/arc-final-6.png" width="750"></p>
<p class="p" dir="ltr">If analyst copilot does not have sufficient information or memories to
create a report, no report or memories are created.</p>
<p class="p">See <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/11041903244826-Creating-analyst-copilot-reports-using-a-prompt-EAP" target="_blank">Creating analyst copilot reports using a
prompt</a>.</p>
</div>
</div>
<div aria-labelledby="ariaid-title4" class="topic nested1" id="topic_xs3_y4h_w3c">
<h2 class="title topictitle2" id="ariaid-title4">Creating reports using report builder</h2>
<div class="body">
<p class="p" dir="ltr">If you want more control over creating your report, or you want to enhance
a report created using a prompt, you can use report builder to create or edit the
report.</p>
<p class="p"><img class="image" id="topic_xs3_y4h_w3c__image_l1p_jpp_zjc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/HA_new_3.png" width="500"></p>
<p class="p">The report builder interface lets you drag-and-drop measures and dimensions, and add
filters and other advanced components to get your report looking just how you
want.</p>
<p class="p">See <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/11041950353434-Creating-analyst-copilot-reports-using-report-builder-EAP" target="_blank">Creating analyst copilot reports using report
builder</a>.</p>
</div>
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