Grouping and filtering analyst copilot reports (EAP)

<body>
<p id="docs-hc-snippet" style="display: none;">You can group and filter your analyst copilot report results:</p>
<div class="article-banners">
<div id="docs-wmp-link">
<a href="https://support.zendesk.com/hc/en-us/articles/5411234991258-plan" rel="noopener" target="_blank">What's my plan?</a>
</div>

<div class="article-banner" id="suite_pee">
<table>
<tbody>
<tr>
<td>
<strong>All Suites</strong>
</td>
<td>Professional, Enterprise, or Enterprise Plus</td>
</tr>
</tbody>
</table>
</div>

<div class="article-banner" id="support_with_explore_pe">
<table>
<tbody>
<tr>
<td>
<strong>Support with</strong>
</td>
<td>Explore Professional or Enterprise</td>
</tr>
</tbody>
</table>
</div>

</div>
<div id="docs-ai-summary">
<p id="docs-ai-summary-toggle">Summary: <span id="up-triangle">◀</span><span id="down-triangle">▼</span></p>
<p id="docs-ai-summary-content">Use filtering, grouping, cross-filtering, drill-in, and dashboard interactions to explore analyst copilot reports, compare results by agent, channel, or month, and build dashboard filters that control what you see. You can combine filters, exclude dashboard filters from specific reports, and connect columns across datasets so your reports and dashboards reflect the right data for analysis.</p>
</div>

<div class="body">

<div class="p">
<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>
</div>
<p class="p" dir="ltr">You can group and filter your analyst copilot report results:</p>
<ul class="ul" id="acp_understanding_filters__ul_f41_gjm_rjc">
<li class="li" dir="ltr">
<em class="ph i">Filtering</em> limits the rows that are included in the report results.
Filtering happens before grouping.</li>
<li class="li" dir="ltr">
<em class="ph i">Grouping</em> buckets results to compare aggregates (for example, by
agent, channel, or month). Grouping happens after filtering.</li>
</ul>
<div class="p">This article contains the following topics:<ul class="ul" id="acp_understanding_filters__ul_wcq_gft_v3c">
<li class="li"><a class="xref" href="#topic_qph_bft_v3c">Filtering your report results</a></li>
<li class="li"><a class="xref" href="#topic_xv5_1ft_v3c">Grouping your report results</a></li>
<li class="li"><a class="xref" href="#topic_tbd_jkt_v3c">Using drill-in to explore your results</a></li>
</ul>
</div>
</div>
<div aria-labelledby="ariaid-title2" class="topic nested1" id="topic_qph_bft_v3c">
<h2 class="title topictitle2" id="ariaid-title2">Filtering your report results</h2>
<div class="body">
<p class="p">There are several methods you can use to filter your results:</p>
<ul class="ul" id="topic_qph_bft_v3c__ul_w1r_4kt_v3c">
<li class="li"><a class="xref" href="#topic_upb_5gt_v3c">Filtering reports</a></li>
<li class="li"><a class="xref" href="#topic_w15_5gt_v3c">Using filter expressions</a></li>
<li class="li"><a class="xref" href="#topic_pvw_5gt_v3c">Using cross-filtering</a></li>
<li class="li"><a class="xref" href="#topic_vkn_12n_rjc">Using global filters</a></li>
<li class="li"><a class="xref" href="#topic_rtw_djz_hjc">Using dashboard interactions</a></li>
</ul>
</div>
<div aria-labelledby="ariaid-title3" class="topic nested2" id="topic_upb_5gt_v3c">
<h3 class="title topictitle3" id="ariaid-title3">Filtering reports</h3>
<div class="body">
<p class="p" dir="ltr">You can filter a report to show only the information you need. For
example, you might filter tickets solved by a particular agent, or tickets
solved between two dates.</p>
<p class="p" dir="ltr"><strong class="ph b">To filter a report</strong></p>
<ol class="ol" id="topic_upb_5gt_v3c__ol_hl5_m4r_v3c">
<li class="li" dir="ltr">Open a <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/10493968076826" target="_blank">report</a>, then, in the Filters
panel, click the add icon (<strong class="ph b">+</strong>).<p class="p"><img class="image" id="topic_upb_5gt_v3c__image_jnb_dyg_w3c" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/hy-1.png" width="300"></p>
</li>
<li class="li" dir="ltr">From the list of filters, click the one you want to add. The
filter is added to your report and the filter options open.</li>
<li class="li" dir="ltr">In the filter options, configure information for the filter. For
example, a date range, or an agent name.</li>
</ol>
<p class="p" dir="ltr">The report updates to show the filtered results.</p>
</div>
</div>
<div aria-labelledby="ariaid-title4" class="topic nested2" id="topic_w15_5gt_v3c">
<h3 class="title topictitle3" id="ariaid-title4">Using filter expressions</h3>
<div class="body">
<p class="p" dir="ltr">When using more than one filter, you can configure logical dependencies
between them. For example, using three filters, you might want them to work
together:</p>
<pre class="pre"><code class="ph codeph">Select: “1 AND 2 AND 3”</code></pre>
<p class="p">Alternatively, you might want your report to consider results matching the first
filter, or any of the following filters:</p>
<pre class="pre"><code class="ph codeph">Select: “1 AND (2 OR 3)”</code></pre>
<p class="p" dir="ltr"><strong class="ph b">To create an expression</strong></p>
<ol class="ol" id="topic_w15_5gt_v3c__ol_ml5_m4r_v3c">
<li class="li" dir="ltr">Open a <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/10493968076826" target="_blank">report</a>, then, in the Fields panel,
click the add icon (<strong class="ph b">+</strong>).</li>
<li class="li" dir="ltr">Click the <strong class="ph b">Create expression field</strong> tab.</li>
<li class="li" dir="ltr">On the Edit expression page, configure an expression and a new
metric name for it. You can use any field name contained in your report and
any column in your dataset.</li>
<li class="li" dir="ltr">In the <strong class="ph b">as:</strong> field, enter a name for the new metric, such as
"Tickets not solved".</li>
</ol>
<p class="p" dir="ltr">You can use the same method to create custom attributes.</p>
</div>
</div>
<div aria-labelledby="ariaid-title5" class="topic nested2" id="topic_vkn_12n_rjc">
<h3 class="title topictitle3" id="ariaid-title5">Using global filters</h3>
<div class="body">
<p class="p">When you add a filter to a dashboard (known as a <em class="ph i">global filter</em>), the
filter applies to all components on the dashboard. For example, you can add a
filter for assignee name, allowing you to filter a dashboard for only the
assignee names you selected.</p>
</div>
<div aria-labelledby="ariaid-title6" class="topic nested3" id="topic_a3d_t4n_rjc">
<h4 class="title topictitle4" id="ariaid-title6">Adding global filters</h4>
<div class="body">
<p class="p">Once you've added reports to a dashboard, you can add filters to control the
displayed results.</p>
<div class="p">
<div class="note">
<span class="notetitle">Note:</span> You must add at least one report to a dashboard before you can add
filters.</div>
</div>
<p class="p"><strong class="ph b">To add a global filter</strong></p>
<ol class="ol" id="topic_a3d_t4n_rjc__ol_gyj_2pr_v3c">
<li class="li" dir="ltr">
<a class="xref" href="https://support.zendesk.com/hc/en-us/articles/10468643165594#topic_rmq_l4p_z3c" target="_blank">Open a dashboard</a> that contains
at least one report, then click <strong class="ph b">Edit</strong>.</li>
<li class="li" dir="ltr">Click <strong class="ph b">Filter</strong>.</li>
<li class="li">If your dashboard contains reports from more than one dataset, select
the dataset from which you want to choose the filter value.</li>
<li class="li" dir="ltr">From the list, select the filter you want to add. <p class="p">For
example, you could choose a date filter to show only results from
the last 30 days.</p>
<p class="p"><img class="image" id="topic_a3d_t4n_rjc__image_hyj_2pr_v3c" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/hyperarc_closed_eap_33.png"></p>
</li>
</ol>
<p class="p" dir="ltr">The dashboard updates to reflect the values you configured.</p>
<p class="p">With the dashboard in edit mode you can choose from filters and set their
defaults. In view mode you can only choose from filters.</p>
</div>
</div>
<div aria-labelledby="ariaid-title7" class="topic nested3" id="topic_c5y_t4n_rjc">
<h4 class="title topictitle4" id="ariaid-title7">Configuring global filters</h4>
<div class="body">
<p class="p">After you add a global filter, configure it to control the information that's
displayed.</p>
<p class="p"><strong class="ph b">To configure a global filter</strong></p>
<ol class="ol" id="topic_c5y_t4n_rjc__ol_cwc_vpn_rjc">
<li class="li" dir="ltr">
<a class="xref" href="https://support.zendesk.com/hc/en-us/articles/10468643165594#topic_rmq_l4p_z3c" target="_blank">Open a dashboard</a> that contains
at least one filter, then click <strong class="ph b">View</strong>.<p class="p">The filter settings are
displayed.</p>
</li>
<li class="li">Specify details about the filter. For example, set <strong class="ph b">&gt;=</strong> to 30 to
only count events that are 30 or more days old.</li>
<li class="li">Click <strong class="ph b">Apply</strong>.<p class="p">The dashboard updates to display the filtered
values.</p>
</li>
</ol>
</div>
</div>
<div aria-labelledby="ariaid-title8" class="topic nested3" id="topic_bp2_prn_rjc">
<h4 class="title topictitle4" id="ariaid-title8">Deleting global filters</h4>
<div class="body">
<p class="p">If you no longer need a filter, you can delete it.</p>
<p class="p"><strong class="ph b">To delete a global filter</strong></p>
<ol class="ol" id="topic_bp2_prn_rjc__ol_k3w_srn_rjc">
<li class="li" dir="ltr">
<a class="xref" href="https://support.zendesk.com/hc/en-us/articles/10468643165594#topic_rmq_l4p_z3c" target="_blank">Open a dashboard</a> that contains
at least one report, then click <strong class="ph b">Edit</strong>.</li>
<li class="li">Click the delete icon next to the filter you want to delete.<p class="p"><img class="image" id="topic_bp2_prn_rjc__image_rtb_xtn_rjc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/rsgf1.png" width="350"></p>
</li>
</ol>
<p class="p">The filter is immediately deleted. If you made a mistake, you can click undo
to restore the filter.</p>
</div>
</div>
<div aria-labelledby="ariaid-title9" class="topic nested3" id="topic_b4z_t4n_rjc">
<h4 class="title topictitle4" id="ariaid-title9">Controlling how global filters affect reports</h4>
<div class="body">
<ol class="ol" id="topic_b4z_t4n_rjc__ol_x23_vpn_rjc">
<li class="li" dir="ltr">
<a class="xref" href="https://support.zendesk.com/hc/en-us/articles/10468643165594#topic_rmq_l4p_z3c" target="_blank">Open a dashboard</a> that contains
at least one report and one filter, then click <strong class="ph b">Edit</strong>.</li>
<li class="li">Click the report you want to configure. The report options are
displayed.<p class="p"><img class="image" id="topic_b4z_t4n_rjc__image_hfk_s5n_rjc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/rsgf3.png" width="500"></p>
</li>
<li class="li">Configure the following options as needed:<ul class="ul" id="topic_b4z_t4n_rjc__ul_fc4_kvn_rjc">
<li class="li">
<strong class="ph b">Cross-filtering</strong>: Configure how selections made on this
report will cross-filter other reports on the dashboard. Choose
from:<ul class="ul" id="topic_b4z_t4n_rjc__ul_e4g_gwn_rjc">
<li class="li">
<strong class="ph b">Emit</strong>: Selecting a value (for example a column) on
the report will send a cross-filtering event to other
components on the dashboard, filtering their results by
the value selected in this component.</li>
<li class="li">
<strong class="ph b">Receive</strong>: When unchecked, the component will
ignore cross-filtering events from other
components.</li>
</ul>
</li>
<li class="li">
<strong class="ph b">Emit cross-filtering settings</strong>: Choose from one of the
following options:<ul class="ul" id="topic_b4z_t4n_rjc__ul_nvf_w4r_v3c">
<li class="li" dir="ltr">
<strong class="ph b">Use composite on all</strong>: Use all groupings
to cross-filter receiving queries.</li>
<li class="li" dir="ltr">
<strong class="ph b">Cross-filter first grouping only</strong>: Use
the first grouping only to cross-filter receiving
queries.</li>
</ul>
</li>
<li class="li">
<strong class="ph b">Filter settings</strong>: Control what happens to the selected
report when global filters are configured:<ul class="ul" id="topic_b4z_t4n_rjc__ul_nxw_vwn_rjc">
<li class="li">
<strong class="ph b">Receive filters</strong>: Global filters are added to the
component's existing filters (both filters apply).</li>
<li class="li">
<strong class="ph b">Receive and replace</strong>: Global filters override the
component's matching local filters.</li>
</ul>
</li>
<li class="li">
<strong class="ph b">Ignore filters</strong>: If you don't want one or more of your
reports to be affected by global filters, you can choose one of
the following options:<ul class="ul" id="topic_b4z_t4n_rjc__ul_mjd_4xn_rjc">
<li class="li">
<strong class="ph b">Ignore all dashboard filters</strong>: No dashboard
filters will affect the selected report.</li>
<li class="li">
<strong class="ph b">Ignore selected dashboard filters</strong>: From the list,
choose the filters that will not affect the selected
report.</li>
</ul>
<p class="p">Filter settings are unavailable if you ignore all
dashboard filters.</p>
<p class="p">If filters have been ignored, this
is indicated by an icon (<img class="image" id="topic_b4z_t4n_rjc__image_qqm_fjv_rjc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/rstack_ignore_icon.png" width="35">) next to the report.
Hover over the icon to see which filters are being
ignored.</p>
<p class="p"><img class="image" id="topic_b4z_t4n_rjc__image_fct_3jv_rjc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/rjs_ignore_2.png" width="400"></p>
</li>
</ul>
<p class="p">Filters that are ignored are also shown in the report settings.
To stop ignoring a filter, click <strong class="ph b">x</strong> next to its
name.</p>
<p class="p"><img class="image" id="topic_b4z_t4n_rjc__image_ids_mdb_sjc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/rstack_ignore_icon_2.png" width="450"></p>
</li>
</ol>
<p class="p" dir="ltr">When you use <a class="xref" href="#topic_rtw_djz_hjc">column
groups</a> to connect multiple columns for cross-filtering, filter
exclusions apply to the entire group.</p>
<p class="p" dir="ltr">If you configure a component to ignore a global filter for one
column that belongs to a column group, the component will automatically
ignore global filters for all columns in that group.</p>
<p class="p">For example, if you had a column group that connects "assignee role" from the
tickets dataset and "agent role" from the agents dataset, if you configure
either to ignore global filters, both will automatically be ignored.</p>
<p class="p" dir="ltr">This ensures consistent behavior across related columns and
prevents partial filtering that could produce unexpected results.</p>
</div>
</div>
<div aria-labelledby="ariaid-title10" class="topic nested3" id="topic_pxp_t2b_sjc">
<h4 class="title topictitle4" id="ariaid-title10">Best practices for filter exclusions</h4>
<div class="body">
<p class="p">The following tips can help you to produce easy to understand dashboards when
you ignore filters.</p>
<ul class="ul" id="topic_pxp_t2b_sjc__ul_l2x_x2b_sjc">
<li class="li" dir="ltr">
<strong class="ph b">Use descriptive component titles</strong>: When components on
the same dashboard have different filter behaviors, use clear titles to
help viewers understand what each component shows (for example, "Tickets
created this month" against "All-time tickets solved").</li>
<li class="li" dir="ltr">
<strong class="ph b">Document your dashboard</strong>: Consider adding a text
component to explain which components are ignoring specific filters,
especially for complex dashboards.</li>
<li class="li" dir="ltr">
<strong class="ph b">Review filter exclusions regularly</strong>: When you add new
global filters to a dashboard, check existing components to ensure the
filter exclusions still make sense.</li>
<li class="li" dir="ltr">
<strong class="ph b">Test in view mode</strong>: Always test your dashboard in view
mode to confirm that filter exclusions work as expected for end
users.</li>
</ul>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title11" class="topic nested2" id="topic_pvw_5gt_v3c">
<h3 class="title topictitle3" id="ariaid-title11">Using cross-filtering</h3>
<div class="body">
<p class="p" dir="ltr">Cross-filtering (also known as <em class="ph i">faceting</em>) lets you ask
second-order questions about your data by helping you highlight and focus on a
specific subset of your data, meaning you can conduct a deep dive into areas of
particular interest.</p>
<p class="p" dir="ltr">By using cross-filtering, you can ask subsequent questions about your
data without having to create a new report.</p>
<p class="p" dir="ltr">Before you start, you’ll need a dashboard containing at least two
reports that use the same dataset.</p>
<p class="p" dir="ltr"><strong class="ph b">To use cross-filtering</strong></p>
<ol class="ol" id="topic_pvw_5gt_v3c__ol_eyj_2pr_v3c">
<li class="li" dir="ltr">
<a class="xref" href="https://support.zendesk.com/hc/en-us/articles/10468643165594#topic_rmq_l4p_z3c" target="_blank">Open a dashboard</a>, then set the
toggle switch to <strong class="ph b">View</strong>.</li>
<li class="li" dir="ltr">Click one of the data fields in your dashboard.</li>
</ol>
<p class="p" dir="ltr">The entire dashboard is filtered by the data you selected and an extra
filter is added to the dashboard.</p>
</div>
<div aria-labelledby="ariaid-title12" class="topic nested3" id="topic_hnc_wsy_x3c">
<h4 class="title topictitle4" id="ariaid-title12">Example</h4>
<div class="body">
<p class="p">This example uses a dashboard with two reports:</p>
<ul class="ul" id="topic_hnc_wsy_x3c__ul_z33_d5y_x3c">
<li class="li">Tickets by brand donut chart</li>
<li class="li">Tickets by group treemap chart</li>
</ul>
<p class="p"><img class="image" id="topic_hnc_wsy_x3c__image_jtq_f5y_x3c" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/acp_memory_22.png" width="600"></p>
<p class="p">You want to discover which groups tickets in the Zen brand are in.</p>
<p class="p"><strong class="ph b">To cross-filter the report</strong></p>
<ul class="ul" id="topic_hnc_wsy_x3c__ul_jcs_t5y_x3c">
<li class="li">With the dashboard in view mode, click the <strong class="ph b">Zen</strong> portion of the
donut chart.</li>
</ul>
<p class="p">The Tickets by group report (and all other reports on the dashboard) updates
to display only tickets in the Zen brand sorted by group.</p>
<p class="p"><img class="image" id="topic_hnc_wsy_x3c__image_p4v_1vy_x3c" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/acp_memory_23.png" width="600"></p>
<p class="p">A new filter is added to the dashboard that displays how the report is
filtered. If you delete this filter, the dashboard returns to its original
state.</p>
<p class="p"><img class="image" id="topic_hnc_wsy_x3c__image_qwf_4vy_x3c" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/acp_memory_24.png" width="300"></p>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title13" class="topic nested1" id="topic_xv5_1ft_v3c">
<h2 class="title topictitle2" id="ariaid-title13">Grouping your report results</h2>
<div class="body">
<p class="p">There are several ways you can group, organize, and limit your report results,
including:</p>
<ul class="ul" id="topic_xv5_1ft_v3c__ul_bl5_m4r_v3c">
<li class="li" dir="ltr">
<strong class="ph b">Sort descending</strong>: Organizes results in descending order using a
selected field as a key.</li>
<li class="li" dir="ltr">
<strong class="ph b">Sort ascending</strong>: Organizes results in ascending order using a
selected field as a key.</li>
<li class="li" dir="ltr">
<strong class="ph b">Add filter</strong>: Creates a filter based on a selected field.</li>
<li class="li" dir="ltr">
<strong class="ph b">Cumulative</strong>: Provides a running total of grouping results.</li>
<li class="li" dir="ltr">
<strong class="ph b">Rename</strong>: Rename a field value.</li>
<li class="li" dir="ltr">
<strong class="ph b">Remove</strong>: Removes the selected metric. You must have at least one
metric in your report.</li>
<li class="li" dir="ltr">
<strong class="ph b">Limit</strong>: Limits the results to a specified number.</li>
</ul>
<p class="p" dir="ltr"><strong class="ph b">To group your report results</strong></p>
<ol class="ol" id="topic_xv5_1ft_v3c__ol_cl5_m4r_v3c">
<li class="li" dir="ltr">Open a <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/10493968076826" target="_blank">report</a>, then click the down arrow next
to a field.</li>
<li class="li" dir="ltr">From the grouping list, select the option you want.<p class="p"><img class="image" id="topic_xv5_1ft_v3c__image_dl5_m4r_v3c" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/hyperarc_closed_eap_12.png" width="150"></p>
</li>
</ol>
<p class="p" dir="ltr">The report updates with the new grouping.</p>
<p class="p" dir="ltr"><strong class="ph b">To limit your report results</strong></p>
<ul class="ul" id="topic_xv5_1ft_v3c__ul_el5_m4r_v3c">
<li class="li" dir="ltr">In a report, change the Limit value to the number of results you want
returned.</li>
</ul>
<p class="p" dir="ltr">The report updates showing only the number of results you specified.</p>
<p class="p" dir="ltr"><img class="image" id="topic_xv5_1ft_v3c__image_fl5_m4r_v3c" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/hyperarc_closed_eap_13.png" width="200"></p>
</div>
</div>
<div aria-labelledby="ariaid-title14" class="topic nested1" id="topic_tbd_jkt_v3c">
<h2 class="title topictitle2" id="ariaid-title14">Using drill-in to explore your results</h2>
<div class="body">
<p class="p" dir="ltr">You can further analyze your reports by using drill-in.</p>
<p class="p" dir="ltr"><strong class="ph b">To drill into a report</strong></p>
<ul class="ul" id="topic_tbd_jkt_v3c__ul_x3d_vmc_53c">
<li class="li" dir="ltr">Open a <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/10493968076826" target="_blank">report</a>, then click one of the results.
For example, a column in your chart.<p class="p">The drill-in panel opens at the bottom of
the page.</p>
</li>
<li class="li" dir="ltr">Click <strong class="ph b">Drill-in</strong>.<p class="p"><img class="image" id="topic_tbd_jkt_v3c__image_y3d_vmc_53c" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/hyperarc_closed_eap_15.png" width="350"></p>
</li>
</ul>
<p class="p" dir="ltr">The report updates displaying the item you drilled into. You can click
<strong class="ph b">Annotate</strong> to add this report to your memories.</p>
</div>
</div>
<div aria-labelledby="ariaid-title15" class="topic nested1" id="topic_rtw_djz_hjc">
<h2 class="title topictitle2" id="ariaid-title15">Using dashboard interactions</h2>
<div class="body">
<p class="p">By default, global filters apply only to reports in the same dataset. You can use
<em class="ph i">interactions</em> to connect columns across different datasets so that filters
and cross filters affect the entire dashboard, regardless of the dataset each report
comes from.</p>
<p class="p">Additionally, interactions can connect similar columns from the same dataset so that
they work together. For example, if you connect ticket status updated time, ticket
updated time, and ticket assignee updated time, a single filter could be used as
'last time any update was made to the ticket'.</p>
<p class="p"><strong class="ph b">To create a dashboard interaction</strong></p>
<ol class="ol">
<li class="li">
<a class="xref" href="https://support.zendesk.com/hc/en-us/articles/10468643165594#topic_rmq_l4p_z3c" target="_blank">Open a dashboard</a>, then click
<strong class="ph b">Edit</strong>.</li>
<li class="li">Click the options menu (<img class="image" id="topic_rtw_djz_hjc__image_kkc_l51_2jc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/HA_new_22.png" width="15">), then select Interactions.<p class="p"><img class="image" id="topic_rtw_djz_hjc__image_jlp_m1c_2jc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/HA_new_32.png" width="150"></p>
</li>
<li class="li">Enter a name for your column group, then click the add icon (<strong class="ph b">+</strong>).</li>
<li class="li">Click <strong class="ph b">Add column</strong>.<p class="p"><img class="image" id="topic_rtw_djz_hjc__image_dmb_vrz_hjc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/acp_interactions_1.png" width="400"></p>
</li>
<li class="li">From the list of columns, choose columns from each dataset you want to connect.
<p class="p">You can change to another dataset by clicking the dataset name at the top of the
list.</p>
<p class="p"><img class="image" id="topic_rtw_djz_hjc__image_wxh_fsz_hjc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/acp_interactions_2.png" width="400"></p>
</li>
<li class="li">Continue to add interactions as needed.</li>
</ol>
<div class="p">
<div class="note">
<span class="notetitle">Note:</span> Column groups are not taken into consideration when cross-filtering a report that is based on
calculation in one the group columns.</div>
</div>
</div>
<div aria-labelledby="ariaid-title16" class="topic nested2" id="topic_rc1_kvz_hjc">
<h3 class="title topictitle3" id="ariaid-title16">Example</h3>
<div class="body">
<p class="p">In this example, you've created a dashboard that contains three reports:</p>
<ul class="ul" id="topic_rc1_kvz_hjc__ul_wpr_qvz_hjc">
<li class="li">
<strong class="ph b">Agent roles</strong>: Counts agents grouped by their role. Uses the Agents
dataset.</li>
<li class="li">
<strong class="ph b">Tickets by assignee role</strong>: Counts tickets grouped by assignee role.
Uses the Tickets dataset.</li>
<li class="li">
<strong class="ph b">Assignee role set</strong>: A report that uses a custom grouping to indicate
whether the role is set or not. Uses the Tickets dataset.</li>
</ul>
<p class="p">When you change filters, the two reports that use the Tickets dataset will
automatically update. However, you must create a column group to connect the
report columns that use the Agents dataset so that filtering will work on all
reports in the dashboard.</p>
<p class="p">Add the following columns to connect the two reports:</p>
<ul class="ul" id="topic_rc1_kvz_hjc__ul_jvq_2xz_hjc">
<li class="li">From the Agents dataset: <strong class="ph b">Agent role</strong>
</li>
<li class="li">From the Tickets dataset: <strong class="ph b">Assignee role</strong>
</li>
</ul>
<p class="p">Now, when you filter a report, all reports on the dashboard will be affected.</p>
</div>
</div>
</div>
<script id="docs-schema-markup" type="application/ld+json">{
"@context": "https://schema.org",
"@type": "TechArticle",
"@id": "https://support.zendesk.com/hc/en-us/articles/10468668486426",
"url": "https://support.zendesk.com/hc/en-us/articles/10468668486426",
"headline": "Grouping and filtering analyst copilot reports (EAP)",
"description": "You learn how to filter, group, cross-filter, and drill into analyst copilot report results, and how dashboard interactions control those results across reports.",
"articleSection": "Using analyst copilot",
"datePublished": "2026-03-25T17:32:34+00:00",
"dateModified": "2026-08-13T22:28:51.011463+00:00",
"inLanguage": "en",
"mainEntityOfPage": {
"@type": "WebPage",
"@id": "https://support.zendesk.com/hc/en-us/articles/10468668486426"
},
"author": {
"@type": "Organization",
"name": "Zendesk",
"@id": "https://www.zendesk.com"
},
"publisher": {
"@type": "Organization",
"name": "Zendesk",
"@id": "https://www.zendesk.com"
},
"isPartOf": {
"@type": "WebSite",
"name": "Zendesk Help",
"@id": "https://support.zendesk.com/hc/"
},
"about": {
"@type": "SoftwareApplication",
"name": "Zendesk",
"@id": "https://www.zendesk.com",
"softwareAddOn": {
"@type": "SoftwareApplication",
"name": "Reporting and analytics",
"@id": "https://support.zendesk.com/hc/en-us/sections/4405298856346"
}
}
}</script><script id="ai-summary-script">
//<![CDATA[
const ai_summary_style = document.createElement('style');
ai_summary_style.innerHTML = `#styled-article-body{padding:0 0 0}#article-body #docs-ai-summary{background-color:#f3f3f3;border:1px solid #d3d3d3;padding:10px 10px 6px;margin-bottom:16px}#article-body #docs-ai-summary #docs-ai-summary-toggle{font-size:.9em;font-weight:700;margin-bottom:4px;cursor:pointer;display:flex;justify-content:space-between;align-items:center}#article-body #docs-ai-summary #docs-ai-summary-toggle #up-triangle{margin-left:auto;padding-right:10px;display:none}#article-body #docs-ai-summary #docs-ai-summary-toggle #down-triangle{margin-left:auto;padding-right:10px}#article-body #docs-ai-summary #docs-ai-summary-content{font-size:.9em;padding-left:25px;padding-right:25px;margin-bottom:12px}`;
document.head.appendChild(ai_summary_style);

const toggleAISummary = () => {
const summary = document.getElementById("docs-ai-summary-content");
const upTriangle = document.getElementById("up-triangle");
const downTriangle = document.getElementById("down-triangle");
if (summary.style.display === "none") {
summary.style.display = "block";
upTriangle.style.display = "none";
downTriangle.style.display = "inline";
} else {
summary.style.display = "none";
upTriangle.style.display = "inline";
downTriangle.style.display = "none";
}
};

document.getElementById("docs-ai-summary-toggle").addEventListener("click", toggleAISummary);
//]]>
</script>
</body>