Adding interactivity to reports with analyst copilot report actions (EAP)

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<div class="note attention" id="acp_report_actions__note_qdm_vw2_hkc">
<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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<div class="p">Report actions in analyst copilot create clickable links in your reports. These links can
open another report, dashboard, or website, or they can also pass values to the
destination. For example, with a report that displays solved tickets by assignee, you
could configure the following report actions:<ul class="ul" id="acp_report_actions__ul_vsd_rzk_hkc">
<li class="li">Pass the assignee name to another report or dashboard that displays information
about each ticket. This provides a drill in capability.</li>
<li class="li">Open a web page that details your company's ticket triage process.</li>
</ul>
</div>
<p class="p"><img class="image img-screenshot" id="acp_report_actions__image_g5k_bxk_hkc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/acp_report_act_4.png" width="300"></p>
<p class="p">This article contains the following topics:</p>
<ul class="ul" id="acp_report_actions__ul_ekd_bx2_hkc">
<li class="li"><a class="xref" href="#topic_ndp_ww2_hkc">Opening a report or dashboard</a></li>
<li class="li"><a class="xref" href="#topic_mnw_ww2_hkc">Opening a URL</a></li>
<li class="li"><a class="xref" href="#topic_h51_dx2_hkc">Deleting report actions</a></li>
</ul>
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<div aria-labelledby="ariaid-title2" class="topic nested1" id="topic_ndp_ww2_hkc">
<h2 class="title topictitle2" id="ariaid-title2">Opening a report or dashboard</h2>
<div class="body">
<p class="p">A report can be configured with one or more links to another agentic analytics report
or dashboard.</p>
<p class="p"><strong class="ph b">To configure links to another report or dashboard</strong></p>
<ol class="ol" id="topic_ndp_ww2_hkc__ol_p33_cvk_hkc">
<li class="li">In a report, click the Display tab.</li>
<li class="li">Expand <strong class="ph b">Report actions</strong>.</li>
<li class="li">Click <strong class="ph b">Add action</strong>.<p class="p"><img class="image img-screenshot" id="topic_ndp_ww2_hkc__image_v1b_4sc_lkc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/acp_actions_update_1.png" width="250"></p>
<p class="p">Alternatively, right-click any report element and select <strong class="ph b">Add
drill-in</strong>.</p>
<p class="p"><img class="image img-screenshot" id="topic_ndp_ww2_hkc__image_tvh_ltc_lkc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/acp_actions_update_2.png" width="400"></p>
</li>
<li class="li">On the Add report action page, click the <strong class="ph b">Go to report or dashboard</strong> tab,
then configure the following:<ul class="ul" id="topic_ndp_ww2_hkc__ul_p2t_zvk_hkc">
<li class="li">
<strong class="ph b">Action name</strong>: Enter a name for the action. This will be displayed
when you click a report element.</li>
<li class="li">
<strong class="ph b">Apply to</strong>: Select the value that will be passed to the linked
report or select <strong class="ph b">Whole row</strong> to pass all of the values.</li>
<li class="li">
<strong class="ph b">Target</strong>: Click <strong class="ph b">Pick a report or dashboard</strong>, then select the
report or dashboard you want to link to.</li>
<li class="li">
<strong class="ph b">Pass state</strong>: Choose whether to pass no filters to the linked
report or whether to pass filters, cross-filters, or all filters.</li>
<li class="li">
<strong class="ph b">Open in tab or modal</strong>: Control whether to open the linked report
In a new tab or a separate window.</li>
</ul>
<p class="p"><img class="image img-screenshot" id="topic_ndp_ww2_hkc__image_ajg_l1l_hkc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/acp_report_act_5.png" width="350"></p>
</li>
<li class="li">Click <strong class="ph b">Apply</strong>.<p class="p">Now, when you click a report element, the Open ticket
details option will be available.</p>
</li>
</ol>
</div>
</div>
<div aria-labelledby="ariaid-title3" class="topic nested1" id="topic_mnw_ww2_hkc">
<h2 class="title topictitle2" id="ariaid-title3">Opening a URL</h2>
<div class="body">
<p class="p">Each report can be configured with one or more links to another internal or external
web page URL.</p>
<p class="p"><strong class="ph b">To configure URL links</strong></p>
<ol class="ol" id="topic_mnw_ww2_hkc__ol_frw_dvk_hkc">
<li class="li">In a report, click the Display tab.</li>
<li class="li">Expand <strong class="ph b">Report actions</strong>.</li>
<li class="li">Click <strong class="ph b">Add action</strong>.<p class="p">Alternatively, right-click any report element and
select <strong class="ph b">Add URL link</strong>.</p>
<p class="p"><img class="image img-screenshot" id="topic_mnw_ww2_hkc__image_bwq_wtc_lkc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/acp_actions_update_2.png" width="400"></p>
</li>
<li class="li">On the Add report action page, click the <strong class="ph b">Go to URL</strong> tab, then configure
the following:<ul class="ul" id="topic_mnw_ww2_hkc__ul_usj_z1l_hkc">
<li class="li">
<strong class="ph b">Action name</strong>: Enter a name for the action. This will be displayed
when you click a report element.</li>
<li class="li">
<strong class="ph b">Apply to</strong>: Select the value that will be passed to the linked
report or select Whole row to pass all of the values.</li>
<li class="li">
<strong class="ph b">URL</strong>: Enter the full URL of the web page you want to link to. The
following URL formats can be used:<ul class="ul" id="topic_mnw_ww2_hkc__ul_dqc_1cl_hkc">
<li class="li">
<strong class="ph b">Insert a full URL for external targets</strong>, for
example:<p class="p">https://example.com/page.html</p>
</li>
<li class="li">
<strong class="ph b">Insert a path URL for internal Zendesk targets</strong>, for
example:<p class="p">/agent/tickets/${Ticket ID}</p>
</li>
<li class="li">
<strong class="ph b">Fields you can insert</strong> (these will vary depending on the
elements in your report, but will include URLs in the following
format:<p class="p">${Assignee name}</p>
<p class="p">${Auto assist
used}</p>
<p class="p">${Solved Tickets}</p>
</li>
</ul>
</li>
</ul>
<p class="p"><img class="image img-screenshot" id="topic_mnw_ww2_hkc__image_ebb_q1l_hkc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/acp_report_act_6.png" width="350"></p>
</li>
<li class="li">Click <strong class="ph b">Apply</strong>.<p class="p">Now, when you click a report element, the Ticket triage
website option will be available.</p>
</li>
</ol>
</div>
</div>
<div aria-labelledby="ariaid-title4" class="topic nested1" id="topic_h51_dx2_hkc">
<h2 class="title topictitle2" id="ariaid-title4">Deleting report actions</h2>
<div class="body">
<p class="p">If you no longer need a report action, you can delete it from your report.</p>
<p class="p"><strong class="ph b">To delete a report action</strong></p>
<ol class="ol" id="topic_h51_dx2_hkc__ol_nfd_rhf_hkc">
<li class="li">In a report, expand <strong class="ph b">Report actions</strong>.</li>
<li class="li">Next to the report action you want to delete, click the down arrow (<img class="image" id="topic_h51_dx2_hkc__image_mxq_l3f_hkc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/acp_report_act_2.png" width="20">).</li>
<li class="li">Click <strong class="ph b">Delete</strong>.<p class="p"><img class="image img-screenshot" id="topic_h51_dx2_hkc__image_pv3_djf_hkc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/acp_report_act_1.png" width="300"></p>
<p class="p">The report action is deleted.</p>
</li>
</ol>
</div>
</div>
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