Working with reports

<body>
<p id="docs-hc-snippet" style="display: none;">In this article, you'll learn how to perform various operations with existing Explore reports like saving, exporting, and cloning. If you are looking for information about how to create reports, seeCreating reports. The operations you can perform on reports can be accessed from two places: the Reports library and the report itself.</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 class="body">

<p class="p">In this article, you'll learn how to perform various operations with existing Explore reports
like saving, exporting, and cloning. If you are looking for information about how to create
reports, see <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408821589530-Creating-queries" target="_blank">Creating reports</a>. The operations you can perform on
reports can be accessed from two places: the Reports library and the report itself.</p>
<p class="p">This article contains the following topics:</p>
<ul class="ul" id="topic_vtm_ryj_my__ul_a4h_sgv_klb">
<li class="li"><a class="xref" href="#topic_kfn_gbv_klb">Working with reports in the Reports library</a></li>
<li class="li"><a class="xref" href="#topic_s3r_hbv_klb">Working with reports from within a report</a></li>
<li class="li"><a class="xref" href="#topic_i1m_52h_r4b">Organizing your reports with tags</a></li>
</ul>
</div>
<div aria-labelledby="ariaid-title2" class="topic nested1" id="topic_kfn_gbv_klb">
<h2 class="title topictitle2" id="ariaid-title2">Working with reports in the Reports library</h2>
<div class="body">
<p class="p">The Reports library contains tools to help you manage and sort your reports. You open the
Reports library by clicking the (<img class="image" id="topic_kfn_gbv_klb__image_ntp_t3v_klb" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/Explore_query_icon.png">) icon on the left sidebar. The Reports library navigation bar
shows the following options.</p>
<ul class="ul" id="topic_kfn_gbv_klb__ul_usy_vbv_klb">
<li class="li">
<strong class="ph b">All reports:</strong> Displays all reports in your Explore instance.</li>
<li class="li">
<strong class="ph b">Favorites:</strong> Displays the reports you've marked as a favorite. To mark a report as
a favorite, click the star icon next to a report name. Clear the star if you don't want
the report to be a favorite any more.<p class="p"><img alt="Explore report favorites" class="image img-screenshot" id="topic_kfn_gbv_klb__image_tdy_jcv_klb" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/Explore_new_queries_1.png"></p>
</li>
<li class="li">
<strong class="ph b">My reports:</strong> Displays only the reports that you created.</li>
<li class="li">
<strong class="ph b">Recently updated:</strong> Displays only the most recently created reports.</li>
</ul>
<p class="p">From the Reports library, you can click the pull-down list next to any report to display
the following options:</p>
<p class="p"><img alt="Explore report library options" class="image img-screenshot" id="topic_kfn_gbv_klb__image_elx_xcv_klb" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/Explore_working_with_queries_1.png"></p>
<ul class="ul" id="topic_kfn_gbv_klb__ul_atq_bdv_klb">
<li class="li">
<strong class="ph b">Edit:</strong> Opens the selected report in the report builder.</li>
<li class="li">
<strong class="ph b">Clone:</strong> Creates an editable copy of the report. You can choose the dataset to
which the report will be copied and give the copy a new name. Bear in mind that if the
dataset you copy to doesn't support the metrics and attributes in your report, it won't
work.</li>
<li class="li">
<strong class="ph b">Rename:</strong> Enables you to enter a new name for the report in the <strong class="ph b">Name</strong> column
of report builder. Alternatively, while you are in a report, you can give it a new name in
the <strong class="ph b">Report name</strong> text box above the <strong class="ph b">Filters</strong> panel and then click
<strong class="ph b">Save</strong>.</li>
<li class="li">
<strong class="ph b">Delete:</strong> Deletes the report from the Reports library. This option will not be
selectable if you don't have permissions to access the report. For more details about
permissions, see <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408831563802-Setting-editor-and-admin-permissions" target="_blank">Setting editor and admin permissions</a>. If you want
to delete multiple reports, see <a class="xref" href="#topic_rxj_ygv_klb">Deleting multiple reports</a>
below.</li>
</ul>
</div>
<div aria-labelledby="ariaid-title3" class="topic nested2" id="topic_rxj_ygv_klb">
<h3 class="title topictitle3" id="ariaid-title3">Deleting multiple reports</h3>
<div class="body">
<p class="p">In addition to deleting single reports, you can also delete multiple reports by using the
procedure below.</p>
<div class="p">
<div class="note note">
<span class="notetitle">Note:</span> Deleted reports cannot be recovered.</div>
</div>
<p class="p"><strong class="ph b">To delete multiple reports</strong></p>
<ol class="ol" id="topic_rxj_ygv_klb__ol_f5q_hhv_klb">
<li class="li">In the report builder, enable the checkbox next to each report you want to
delete.</li>
<li class="li">Below the list of reports, click <strong class="ph b">Delete</strong>.<p class="p"><img alt="Bulk delete reports example" class="image img-screenshot" id="topic_rxj_ygv_klb__image_uyr_chv_klb" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/Explore_new_queries_2.png"></p>
</li>
<li class="li">In the <strong class="ph b">Delete report</strong> warning, click <strong class="ph b">Yes, delete</strong> or <strong class="ph b">No,
cancel</strong>.</li>
</ol>
<p class="p">The selected reports are deleted.</p>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title4" class="topic nested1" id="topic_s3r_hbv_klb">
<h2 class="title topictitle2" id="ariaid-title4">Working with reports from within a report</h2>
<div class="body">
<p class="p">In the report builder, with a report open, click <strong class="ph b">Save</strong>. From here, you can save, add
the report to a new or existing dashboard, clone it, or export it.</p>
<p class="p"><img alt="Report saving options." class="image img-screenshot" id="topic_s3r_hbv_klb__image_csh_jyg_bfb" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/Explore_save_query.png"></p>
<ul class="ul">
<li class="li">
<strong class="ph b">Save:</strong> Saves the current report. When you create or edit a report in Explore, the
changes you make do <em class="ph i">not</em> automatically save. You must save the report yourself.
<div class="note note">
<span class="notetitle">Note:</span> By default, your report will be named <strong class="ph b">New report</strong>. Before you save it,
you'll need to give it a new name in the <strong class="ph b">Report name</strong> text box above the
<strong class="ph b">Filters</strong> panel. </div>
</li>
<li class="li">
<strong class="ph b">Add to dashboard:</strong> Adds your report to a new or existing dashboard. Your report
will also be saved to the Reports library. For more help, see <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408831595418-Creating-dashboards" target="_blank">Creating dashboards</a> and <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408827904794-Adding-queries-to-dashboards" target="_blank">Adding reports to dashboards</a>.</li>
<li class="li">
<strong class="ph b">Save as new:</strong> Creates an editable copy of the report. You can choose the dataset
to which the report will be copied and give the copy a new name. Bear in mind that if the
dataset you copy to doesn't support the metrics and attributes in your report, it won't
work.</li>
<li class="li">
<strong class="ph b">Export:</strong> Creates a CSV, image, PDF, or Excel file of your report. Exporting your
report will not save it to the Reports library. When you export a report as CSV or Excel
format, only the data from the report is exported. Any formatting you've applied to the
report is not exported.</li>
</ul>
<p class="p">You can also reload the report by clicking the <strong class="ph b">Reload report</strong> button.</p>
<p class="p"><img class="image img-screenshot" id="topic_s3r_hbv_klb__image_f4t_hwr_gqb" src="https://zen-marketing-documentation.s3.us-west-1.amazonaws.com/docs/en/Explore_reload_query.png"></p>
<p class="p">Reloading the report resubmits all of the report's calculations behind the scenes, which
can be useful when you’re manipulating especially complex or custom metrics. Additionally,
reloading the report this way is faster than reloading the entire webpage and prevents you
from losing any work that you haven’t yet saved.</p>
</div>
</div>
<div aria-labelledby="ariaid-title5" class="topic nested1" id="topic_i1m_52h_r4b">
<h2 class="title topictitle2" id="ariaid-title5">Organizing your reports with tags</h2>
<div class="body">
<div class="p">When your organization has used Explore for a while, it's likely you'll accumulate a lot of
reports. While you can mark your favorite reports, and see your own or recently updated
reports, Explore also enables you to <em class="ph i">tag</em> reports to make them easier to find in the
Reports library. For example, you could create tags like:<ul class="ul" id="topic_i1m_52h_r4b__ul_gqw_nhh_r4b">
<li class="li">
<em class="ph i">Tickets</em>: For any reports relating to tickets</li>
<li class="li">
<em class="ph i">Articles</em>: For any reports relating to article views</li>
<li class="li">
<em class="ph i">Managers</em>: For any reports created by the management team</li>
</ul>
</div>
<p class="p">This section contains the following topics:</p>
<ul class="ul" id="topic_i1m_52h_r4b__ul_ijk_rgh_r4b">
<li class="li"><a class="xref" href="#topic_fpf_pfh_r4b">Creating report tags</a></li>
<li class="li"><a class="xref" href="#topic_vg2_mfh_r4b">Adding tags to your reports</a></li>
<li class="li"><a class="xref" href="#topic_wz3_hmy_nxb">Pinning report tags</a></li>
<li class="li"><a class="xref" href="#topic_wfg_pfh_r4b">Viewing reports by tag</a></li>
</ul>
</div>
<div aria-labelledby="ariaid-title6" class="topic nested2" id="topic_fpf_pfh_r4b">
<h3 class="title topictitle3" id="ariaid-title6">Creating report tags</h3>
<div class="body">
<p class="p">You must be an Explore admin to create tags. </p>
<p class="p"><strong class="ph b">To create tags</strong></p>
<ol class="ol" id="topic_fpf_pfh_r4b__ol_jtx_33h_r4b">
<li class="li">In the <strong class="ph b">Tags</strong> section of the Report library, click <strong class="ph b">Manage</strong>.</li>
<li class="li">In the <strong class="ph b">Manage tags</strong> panel, click <strong class="ph b">New tag</strong>.</li>
<li class="li">Type a name for the tag and click <strong class="ph b">Save</strong>.</li>
<li class="li">Repeat steps 2 and 3 to continue entering as many tag names as you want. </li>
<li class="li">When you're finished, click <strong class="ph b">Done</strong>.<p class="p"><img class="image img-screenshot" id="topic_fpf_pfh_r4b__image_tjg_pnh_r4b" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/Explore_add_query_tag_updated.png" width="400"></p>
</li>
</ol>
<p class="p">To delete or rename any of your report tags, click the options menu (<img class="image" height="14" id="topic_fpf_pfh_r4b__image_ots_ywr_gqb" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/macros_edit_menu_icon_vertical.png" width="5">) next to the report tag you want to
change.</p>
<p class="p"><img class="image img-screenshot" id="topic_fpf_pfh_r4b__image_pgl_44h_r4b" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/Explore_manage_query_tag_1.png" width="400"></p>
<div class="p">
<div class="note important">
<span class="importanttitle">Important:</span> If you rename or delete a tag, the action applies to all Explore
users, not just you.</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title7" class="topic nested2" id="topic_vg2_mfh_r4b">
<h3 class="title topictitle3" id="ariaid-title7">Adding tags to your reports</h3>
<div class="body">
<p class="p">Any Explore user with the Editor or Admin role can add tags to reports in the report
builder. If you change your mind, you can always go back and edit them later.</p>
<p class="p"><strong class="ph b">To add tags to a report</strong></p>
<ol class="ol" id="topic_vg2_mfh_r4b__ol_yg2_bph_r4b">
<li class="li">While editing a report, click the tags icon.<p class="p"><img class="image img-screenshot" id="topic_vg2_mfh_r4b__image_yym_gph_r4b" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/Explore_manage_query_tag_2.png" width="300"></p>
</li>
<li class="li">In the <strong class="ph b">Manage tags</strong> panel, select any tags you want to apply to the report.</li>
<li class="li">When you're finished, click <strong class="ph b">Done</strong>.</li>
</ol>
</div>
</div>
<div aria-labelledby="ariaid-title8" class="topic nested2" id="topic_wz3_hmy_nxb">
<h3 class="title topictitle3" id="ariaid-title8">Pinning report tags</h3>
<div class="body">
<p class="p">You can control which tags appear in the Reports library by pinning the ones you
want.</p>
<p class="p"><strong class="ph b">To pin tags</strong></p>
<ol class="ol" id="topic_wz3_hmy_nxb__ol_d5f_wnh_r4b">
<li class="li">In the <strong class="ph b">Manage tags</strong> panel, click the pin icon (<img class="image" id="topic_wz3_hmy_nxb__image_dpx_f4h_r4b" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/Explore_manage_query_tag_pin.png" width="20">) next to any report tag you want to pin.</li>
<li class="li">When you're finished, click <strong class="ph b">Done</strong>.</li>
</ol>
<p class="p">The tags you pinned will now always be visible in the Reports library.</p>
<div class="p">
<div class="note note" id="topic_wz3_hmy_nxb__note_znb_3my_nxb">
<span class="notetitle">Note:</span> Your pinned tags are visible only to you. Each Explore user
can create their own pinned tags to suit their requirements.</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title9" class="topic nested2" id="topic_wfg_pfh_r4b">
<h3 class="title topictitle3" id="ariaid-title9">Viewing reports by tag</h3>
<div class="body">
<p class="p">You can filter your list of reports in the library to show only the ones you want.</p>
<p class="p"><strong class="ph b">To filter your reports by tag</strong></p>
<ul class="ul" id="topic_wfg_pfh_r4b__ul_dpg_fsh_r4b">
<li class="li">In the <strong class="ph b">Tags</strong> section of the Reports library, click any tag.</li>
</ul>
<p class="p">Explore displays only the reports that contain the tag you chose.</p>
<p class="p"><img class="image img-screenshot" id="topic_wfg_pfh_r4b__image_wvt_pky_s4b" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/Explore_manage_query_tag_9.png" width="600"></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/4408829048602-Working-with-reports",
"url": "https://support.zendesk.com/hc/en-us/articles/4408829048602-Working-with-reports",
"headline": "Working with reports",
"description": "You can manage reports by saving, exporting, cloning, deleting, and organizing them with tags from both the Reports library and within individual reports.",
"articleSection": "Building reports",
"datePublished": "2021-10-16T03:33:50+00:00",
"dateModified": "2026-05-18T17:01:55.626781+00:00",
"inLanguage": "en-US",
"mainEntityOfPage": {
"@type": "WebPage",
"@id": "https://support.zendesk.com/hc/en-us/articles/4408829048602-Working-with-reports"
},
"author": {
"@type": "Organization",
"name": "Zendesk",
"url": "https://www.zendesk.com"
},
"publisher": {
"@type": "Organization",
"name": "Zendesk"
},
"isPartOf": {
"@type": "WebSite",
"name": "Zendesk Help",
"url": "https://support.zendesk.com/hc/en-us"
},
"about": {
"@type": "SoftwareApplication",
"name": "Zendesk"
}
}</script>
</body>