Working with the Analyst Copilot (HyperArc) EAP

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<p id="docs-hc-snippet" style="display: none;">The Analyst Copilot (powered by HyperArc) early access program (EAP) enhances your analytics capabilities with a powerful, intelligent, and user-friendly analytics experience. The EAP gives you an AI-powered, natural language method of conversing with your data and producing reports.</p>
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<p id="docs-ai-summary-content">The Analyst Copilot EAP enhances your analytics experience with AI-driven insights and natural language queries, helping you create reports and dashboards. Key features include project-based organization, memories for persistent insights, and tools for collaboration and data exploration. You can analyze datasets like support tickets and agent activity, manage permissions, and utilize AI suggestions to transform data into actionable stories.</p>
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<div class="body">

<p class="p" dir="ltr">The Analyst Copilot (powered by HyperArc) early access program (EAP) enhances
your analytics capabilities with a powerful, intelligent, and user-friendly analytics
experience. The EAP gives you an AI-powered, natural language method of conversing with
your data and producing reports.</p>
<p class="p" dir="ltr"><img class="image" id="hyperarc_closed_eap__image_xxr_hc1_phc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/hyperarc_closed_eap_1.png" width="800"></p>
<p class="p" dir="ltr">The Analyst Copilot EAP includes the following capabilities:</p>
<ul class="ul" id="hyperarc_closed_eap__ul_xvm_3sy_4hc">
<li class="li" dir="ltr">A dedicated Analyst Copilot tab within analytics.</li>
<li class="li" dir="ltr">A search-first experience meaning you can explore your data using natural
language.</li>
<li class="li" dir="ltr">A modern query-building experience in line with industry standards that
enables more intuitive and insightful data interpretation.</li>
<li class="li" dir="ltr">Analyst Copilot records all analysis as memories giving you persistent
insights and state saving to enhance continuity.</li>
<li class="li" dir="ltr">Easy collaboration and sharing of findings.</li>
<li class="li" dir="ltr">Advanced filtering and drill-down to deepen exploration of your data.</li>
<li class="li" dir="ltr">AI-driven suggestions and guidance to discover new angles
automatically.</li>
<li class="li" dir="ltr">Combines AI and human analysis to transform your data into clear, easy to
understand stories that you can act on to improve your service experience.</li>
</ul>
<p class="p">Currently, the Analyst Copilot EAP includes the following analytics datasets:</p>
<ul class="ul" id="hyperarc_closed_eap__ul_yvm_3sy_4hc">
<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 statistics, AI and enhanced writing feature usage, roles,
groups, and other agent-level attributes.</li>
</ul>
<p class="p" dir="ltr">This article contains the following topics:</p>
<ul class="ul" id="hyperarc_closed_eap__ul_zvm_3sy_4hc">
<li class="li" dir="ltr"><a class="xref" href="#topic_nxr_cb1_phc">Understanding key Analyst Copilot terms</a></li>
<li class="li"><a class="xref" href="#topic_us3_z11_phc">Understanding Analyst Copilot permissions</a></li>
<li class="li"><a class="xref" href="#topic_axm_w11_phc">Opening Analyst Copilot</a></li>
<li class="li"><a class="xref" href="#topic_fqs_411_phc">Creating projects</a></li>
<li class="li"><a class="xref" href="#topic_hsb_m11_phc">Understanding memories</a></li>
<li class="li"><a class="xref" href="#topic_zvh_55z_4hc">Creating reports</a></li>
<li class="li"><a class="xref" href="#topic_lvv_hyz_4hc">Managing and analyzing reports</a></li>
<li class="li"><a class="xref" href="#topic_rzk_zwy_4hc">Creating dashboards</a></li>
<li class="li"><a class="xref" href="#topic_a4g_45y_4hc">Editing dashboards</a></li>
<li class="li"><a class="xref" href="#topic_g4q_2vy_4hc">Refining your results</a></li>
</ul>
</div>
<div aria-labelledby="ariaid-title2" class="topic nested1" id="topic_nxr_cb1_phc">
<h2 class="title topictitle2" id="ariaid-title2">Understanding key Analyst Copilot terms</h2>
<div class="body">
<p class="p" dir="ltr">Before you start, review the following terms which will help you understand
the building blocks of Analyst Copilot:</p>
<ul class="ul" id="topic_nxr_cb1_phc__ul_bwm_3sy_4hc">
<li class="li" dir="ltr">
<strong class="ph b">Project:</strong> A folder-like container for everything you create
(datasets, reports, dashboards, memories) with project‑based sharing and
permissions. Projects can be private or you can share them within your
organization. All Analyst Copilot assets live in a project.</li>
<li class="li" dir="ltr">
<strong class="ph b">Dataset:</strong> The data you analyze. For this EAP, Analyst Copilot
features two datasets, Support tickets and Agent daily snapshot.</li>
<li class="li" dir="ltr">
<strong class="ph b">Report/Query:</strong> An analysis you build (using drag‑and‑drop or
expressions) that returns results and a visualization. As you create your query,
Analyst Copilot creates a HyperGraph containing <em class="ph i">memories</em>, a record of the
steps taken to build the query.</li>
<li class="li" dir="ltr">
<strong class="ph b">Dashboard:</strong> A canvas where you compose multiple reports into an
interactive “app.” </li>
<li class="li" dir="ltr">
<strong class="ph b">Memories:</strong> An automatically recorded step in your exploration
(what you did and found). Memories capture interactions and insights so they’re
searchable and reusable later. Users can leverage memories as they explore their
question.</li>
<li class="li" dir="ltr">
<strong class="ph b">HyperGraph:</strong> A visual map of your queries' memories. Each node in
a HyperGraph is a distinct step (such as a query, metric, or filter) and the
links show how those steps relate. This gives you the power to audit and reuse
steps, and ask questions grounded in the exact steps that produced your
results.</li>
<li class="li" dir="ltr">
<strong class="ph b">Natural language questions and answers:</strong> Ask questions in plain
language. Analyst Copilot finds the best memories to help answer your
question.</li>
<li class="li" dir="ltr">
<strong class="ph b">Narrate:</strong> Turn multiple memories into a coherent story. Extract
the common thread and generate a narrative across selected analyses.</li>
<li class="li" dir="ltr">
<strong class="ph b">Faceting and Global Filters:</strong> Faceting makes visualizations on
the same dataset filter one another by default. Global filters apply across
widgets and facilitate cross‑dataset interactions. Global filter settings can be
carried over between dashboards using links.</li>
<li class="li">
<strong class="ph b">Filter set:</strong> A comma-separated list of values that can be used in global
and other filters; for example a list of ticket IDs, assignees, or groups.</li>
</ul>
</div>
</div>
<div aria-labelledby="ariaid-title3" class="topic nested1" id="topic_us3_z11_phc">
<h2 class="title topictitle2" id="ariaid-title3">Understanding Analyst Copilot permissions</h2>
<div class="body">
<p class="p" dir="ltr">To access Analyst Copilot, you must have Explore admin permission.</p>
<p class="p">During the EAP, because you have Explore admin permissions, you can access all
projects.</p>
<p class="p" dir="ltr">Access to Analyst Copilot projects is defined at the group level. Each
group can be assigned one of three permission levels on a project, View, Edit, or
Admin.</p>
<ul class="ul" id="topic_us3_z11_phc__ul_ewm_3sy_4hc">
<li class="li" dir="ltr">
<strong class="ph b">View:</strong> Can view the content within the projects, but cannot
modify it. Groups assigned the View permission cannot see project access
settings.</li>
<li class="li" dir="ltr">
<strong class="ph b">Edit:</strong> Can view and modify the content of projects. Groups
assigned the View permission cannot see project access settings.</li>
<li class="li" dir="ltr">
<strong class="ph b">Admin:</strong> Can view and modify the content of projects. Groups
assigned the View permission can see project access settings.</li>
</ul>
</div>
</div>
<div aria-labelledby="ariaid-title4" class="topic nested1" id="topic_axm_w11_phc">
<h2 class="title topictitle2" id="ariaid-title4">Opening Analyst Copilot</h2>
<div class="body">
<p class="p" dir="ltr">If you’ve signed up for the Analyst Copilot EAP, you’ll see a new page in
Analytics where you can access everything you need.</p>
<p class="p" dir="ltr"><strong class="ph b">To access Analyst Copilot</strong></p>
<ol class="ol" id="topic_axm_w11_phc__ol_gwm_3sy_4hc">
<li class="li" dir="ltr">Click the Zendesk products menu in the top bar, then select
<strong class="ph b">Analytics</strong>.</li>
<li class="li" dir="ltr">Click the Analyst Copilot icon (<img class="image" id="topic_axm_w11_phc__image_by1_mc1_phc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/hyperarc_closed_eap_2.png" width="20">).<p class="p">The Analyst Copilot reporting home
page opens.</p>
</li>
</ol>
<p class="p"><img class="image" id="topic_axm_w11_phc__image_bxf_qc1_phc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/hyperarc_closed_eap_3.png" width="800"></p>
</div>
</div>
<div aria-labelledby="ariaid-title5" class="topic nested1" id="topic_fqs_411_phc">
<h2 class="title topictitle2" id="ariaid-title5">Creating projects</h2>
<div class="body">
<p class="p" dir="ltr">A project is a space to organize your information (datasets, reports,
dashboards, memories, and more) with project‑based sharing and permissions. You can
keep projects private, share them within your organization, or make them public. All
Analyst Copilot assets live in a project.</p>
<p class="p" dir="ltr">Project permissions can be either private or Zendesk-only:</p>
<ul class="ul" id="topic_fqs_411_phc__ul_jwm_3sy_4hc">
<li class="li" dir="ltr">For private projects, the project owner or account admin controls
access permissions.</li>
<li class="li" dir="ltr">For Zendesk-only projects, access works like private projects, but all
Zendesk users automatically have viewer access by default.</li>
</ul>
<p class="p" dir="ltr"><strong class="ph b">To create a project</strong></p>
<ol class="ol" id="topic_fqs_411_phc__ol_kwm_3sy_4hc">
<li class="li" dir="ltr">In the Analyst Copilot tab bar, click <strong class="ph b">+</strong>.</li>
<li class="li" dir="ltr">On the next page, click <strong class="ph b">+</strong> &gt; <strong class="ph b">New project</strong>.</li>
<li class="li" dir="ltr">On the Create a new project page, configure the following:<ul class="ul" id="topic_fqs_411_phc__ul_lwm_3sy_4hc">
<li class="li" dir="ltr">
<strong class="ph b">Name:</strong> Enter a descriptive name for the project.</li>
<li class="li" dir="ltr">
<strong class="ph b">Description:</strong> Optionally, enter a description for the
project to help viewers understand what it contains.</li>
<li class="li" dir="ltr">
<strong class="ph b">URL:</strong> The URL of the project lets viewers jump directly
to it instead of having to navigate to find it. The URL is automatically
created based on the project name, but you can edit it to be whatever
you want.</li>
<li class="li" dir="ltr">
<strong class="ph b">Visibility:</strong> Choose one of the following:<ul class="ul" id="topic_fqs_411_phc__ul_mwm_3sy_4hc">
<li class="li" dir="ltr">
<strong class="ph b">Private:</strong> By default, only you can see the
project and its assets. At any time, you can give permission to
the project to others.</li>
<li class="li" dir="ltr">
<strong class="ph b">Private (internal):</strong> Gives read-only permissions
to view your project to everyone in your organization.</li>
</ul>
</li>
</ul>
</li>
<li class="li" dir="ltr">Click <strong class="ph b">Save</strong>.<p class="p">The project is created and Analyst Copilot opens
the project page.</p>
</li>
</ol>
<p class="p" dir="ltr"><img class="image" id="topic_fqs_411_phc__image_hsc_vc1_phc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/hyperarc_closed_eap_4.png" width="350"></p>
<p class="p" dir="ltr">If you want to give others permissions to access the project, you can do
this from the Manage access page.</p>
<p class="p"><strong class="ph b">To manage project access permissions</strong></p>
<ol class="ol" id="topic_fqs_411_phc__ol_ps5_mh1_phc">
<li class="li">On the Analyst Copilot home page, scroll down to the All projects section.</li>
<li class="li">Hover over the project you want to configure, click the options icon, then click
<strong class="ph b">Manage access</strong>.<p class="p"><img class="image" id="topic_fqs_411_phc__image_gwb_vh1_phc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/hyperarc_closed_eap_5.png" width="150"></p>
</li>
<li class="li">On the Manage access page, choose the user or group who you want to give access
to and choose the level of access they need.<p class="p" dir="ltr"><img class="image" id="topic_fqs_411_phc__image_k21_131_phc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/hyperarc_closed_eap_6.png" width="400"></p>
</li>
<li class="li">Click <strong class="ph b">Save</strong>.</li>
</ol>
</div>
</div>
<div aria-labelledby="ariaid-title6" class="topic nested1" id="topic_hsb_m11_phc">
<h2 class="title topictitle2" id="ariaid-title6">Understanding memories</h2>
<div class="body">
<p class="p" dir="ltr">Memories are a persistent record of all information that Analyst Copilot
retains about your business, data, and preferences. They turn one‑off analyses into
compounding intelligence, so future questions are answered faster, more accurately,
and with consistent definitions.</p>
<p class="p" dir="ltr">Examples of Analyst Copilot memories include:</p>
<ul class="ul" id="topic_hsb_m11_phc__ul_rwm_3sy_4hc">
<li class="li" dir="ltr">Business semantics and definitions, for example, the meaning of
phrases like “VIP,” “churn,” or “P1”.</li>
<li class="li" dir="ltr">Synonyms and intent (for example, “refunds” and “credits”), plus
preferred breakdowns and date ranges.</li>
<li class="li" dir="ltr">Field and entity mappings (which tables or columns represent tickets,
customers, products).</li>
<li class="li" dir="ltr">Derived logic (cohorts, thresholds, KPI formulas) and user feedback
and corrections.</li>
</ul>
<p class="p" dir="ltr">Memories are created as you use Analyst Copilot from the following
events:</p>
<ul class="ul" id="topic_hsb_m11_phc__ul_swm_3sy_4hc">
<li class="li" dir="ltr">Implicitly, from repeated choices you make (filters, facets, metric
definitions).</li>
<li class="li" dir="ltr">Explicitly, when you promote a rule (“Remember this”) with scope
controls.</li>
</ul>
<p class="p" dir="ltr">This gives your business the following advantages:</p>
<ul class="ul" id="topic_hsb_m11_phc__ul_twm_3sy_4hc">
<li class="li" dir="ltr">Disambiguates natural‑language questions using your definitions.</li>
<li class="li" dir="ltr">Enforces KPI consistency across teams, improving trust and
comparability.</li>
<li class="li" dir="ltr">Surfaces smarter suggestions and reusable narratives for recurring
reports.</li>
</ul>
<p class="p" dir="ltr">Memories can be used to answer many questions. If Analyst Copilot does not
have memories relevant to your question, no answer is displayed.</p>
</div>
</div>
<div aria-labelledby="ariaid-title7" class="topic nested1" id="topic_zvh_55z_4hc">
<h2 class="title topictitle2" id="ariaid-title7">Creating reports</h2>
<div class="body">
<p class="p" dir="ltr">Reports are created from questions you ask about your business information.
You can ask natural-language questions, or build reports manually.</p>
<p class="p" dir="ltr">For this EAP, the following datasets are available:</p>
<ul class="ul" id="topic_zvh_55z_4hc__ul_qxb_z5z_4hc">
<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>
</ul>
<p class="p">This section contains the following topics:</p>
<ul class="ul" id="topic_zvh_55z_4hc__ul_dmm_yxz_4hc">
<li class="li"><a class="xref" href="#topic_khb_v5z_4hc">Creating a report by asking a question</a></li>
<li class="li"><a class="xref" href="#topic_rmf_y4z_4hc">Building reports manually</a></li>
<li class="li"><a class="xref" href="#topic_lvv_hyz_4hc">Managing and analyzing reports</a></li>
</ul>
</div>
<div aria-labelledby="ariaid-title8" class="topic nested2" id="topic_khb_v5z_4hc">
<h3 class="title topictitle3" id="ariaid-title8">Creating a report by asking a question</h3>
<div class="body">
<p class="p" dir="ltr">Analyst Copilot understands natural language questions, so the best
place to start is to ask it something.</p>
<p class="p" dir="ltr"><strong class="ph b">To ask Analyst Copilot a question</strong></p>
<ol class="ol" id="topic_khb_v5z_4hc__ol_wwm_3sy_4hc">
<li class="li" dir="ltr">On the Analyst Copilot home page, in the question field, enter
your question. For example, if you enter “What’s happening with my
tickets?”<p class="p"><img class="image" id="topic_khb_v5z_4hc__image_fnn_k31_phc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/hyperarc_closed_eap_7.png" width="800"></p>
<p class="p">Analyst Copilot returns an answer together with any relevant
memories.</p>
</li>
<li class="li" dir="ltr">Click a memory in the right-hand panel to see further information
about the item.<p class="p"><img class="image" id="topic_khb_v5z_4hc__image_npq_431_phc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/hyperarc_closed_eap_8.png" width="800"></p>
<p class="p">Below your report, you’ll
see a list of assets (such as reports, dashboards, and datasets) related
to your question.</p>
</li>
</ol>
<p class="p" dir="ltr">Here are more examples of questions you can ask of your data:</p>
<ul class="ul" id="topic_khb_v5z_4hc__ul_xwm_3sy_4hc">
<li class="li" dir="ltr">How many unsolved tickets do I currently have?</li>
<li class="li" dir="ltr">Who solved the most tickets last year?</li>
<li class="li" dir="ltr">Show my tickets by status</li>
<li class="li" dir="ltr">How many unsolved tickets are assigned to Rob Stack?</li>
</ul>
<p class="p" dir="ltr">If Analyst Copilot does not have the information to answer your
question, no answer or memories are displayed.</p>
</div>
</div>
<div aria-labelledby="ariaid-title9" class="topic nested2" id="topic_rmf_y4z_4hc">
<h3 class="title topictitle3" id="ariaid-title9">Building reports manually</h3>
<div class="body">
<p class="p" dir="ltr">In this section, you’ll create a report using the metrics and
attributes in one of your datasets.</p>
<p class="p" dir="ltr">Use this procedure to create a simple report containing metrics,
attributes, and a filter. This example displays all tickets solved by Rob Waller
in 2024.</p>
<p class="p" dir="ltr"><strong class="ph b">To create a simple report</strong></p>
<ol class="ol" id="topic_rmf_y4z_4hc__ol_zwm_3sy_4hc">
<li class="li" dir="ltr">In Analyst Copilot, click <strong class="ph b">+</strong>.</li>
<li class="li" dir="ltr">Click <strong class="ph b">New query</strong>.<p class="p"><img class="image" id="topic_rmf_y4z_4hc__image_c53_s31_phc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/hyperarc_closed_eap_9.png" width="400"></p>
</li>
<li class="li" dir="ltr">On the Select a dataset to query page, click the dataset
containing the information you want to report. For this example, click
<strong class="ph b">Support tickets</strong>. A new page opens with a blank report.</li>
<li class="li" dir="ltr">Filter the report to display tickets solved in 2024. Under the
filters panel, click <strong class="ph b">+</strong>.</li>
<li class="li" dir="ltr">In the filter chooser, click <strong class="ph b">Ticket solved</strong>. The filter is
added to your report.</li>
<li class="li" dir="ltr">Next, apply a date range to the filter. Click the <strong class="ph b">Ticket
solved</strong> filter you just added.</li>
<li class="li" dir="ltr">In the filter options, configure the following settings:<ul class="ul" id="topic_rmf_y4z_4hc__ul_axm_3sy_4hc">
<li class="li" dir="ltr">
<strong class="ph b">Filter by:</strong> Select Absolute and Date.</li>
<li class="li" dir="ltr">
<strong class="ph b">Use rows when the value is:</strong> Select BETWEEN.</li>
<li class="li" dir="ltr">
<strong class="ph b">Start and end dates:</strong> Set these values to the start
and end of 2024 as shown in the screenshot below.</li>
</ul>
<p class="p" dir="ltr"><img class="image" id="topic_rmf_y4z_4hc__image_etd_2j1_phc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/hyperarc_closed_eap_10.png" width="350"></p>
</li>
<li class="li" dir="ltr">Under the filters panel, click <strong class="ph b">+</strong>.</li>
<li class="li" dir="ltr">In the filter chooser, click <strong class="ph b">Assignee name</strong>. The filter is
added to your report.</li>
<li class="li" dir="ltr">In the filter options, configure the following settings:<ul class="ul" id="topic_rmf_y4z_4hc__ul_dxm_3sy_4hc">
<li class="li" dir="ltr">
<strong class="ph b">Use rows when the value is:</strong> Select IN.</li>
<li class="li" dir="ltr">From the list of names, choose Rob Waller.</li>
</ul>
</li>
<li class="li" dir="ltr">Add a final filter for tickets that are in the Solved state. Click
<strong class="ph b">Add filter</strong> and select Ticket status.</li>
<li class="li" dir="ltr">From the list of statuses, select <strong class="ph b">Solved</strong> (the status name
might vary if you've configured custom ticket statuses).<div class="p">
<div class="note tip">
<span class="tiptitle">Tip:</span> While you are creating the report, watch the status
indicator at the bottom left of the page. This provides helpful
suggestions to improve your reporting and also informs you when your
actions are added to Analyst Copilot's memories where they can be
accessed later.</div>
</div>
</li>
</ol>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title10" class="topic nested1" id="topic_lvv_hyz_4hc">
<h2 class="title topictitle2" id="ariaid-title10">Managing and analyzing reports</h2>
<div class="body">
<p class="p">After you've created a report, Analyst Copilot contains a range of tools to help you
analyze your data, and edit your report:</p>
<ul class="ul" id="topic_lvv_hyz_4hc__ul_uft_gsz_4hc">
<li class="li"><a class="xref" href="#topic_zfb_3rz_4hc">Adding columns</a></li>
<li class="li"><a class="xref" href="#topic_qrr_mmz_4hc">Changing a report visualization type</a></li>
<li class="li"><a class="xref" href="#topic_tsp_v3z_4hc">Using report grouping and limiting options</a></li>
<li class="li"><a class="xref" href="#topic_n5r_l3z_4hc">Filtering reports</a></li>
<li class="li"><a class="xref" href="#topic_yk2_g3z_4hc">Creating expressions</a></li>
<li class="li"><a class="xref" href="#topic_qby_lhz_4hc">Using AI-powered suggestions</a></li>
<li class="li"><a class="xref" href="#topic_isf_zgz_4hc">Using drill-in to explore your data</a></li>
<li class="li"><a class="xref" href="#topic_obf_z2z_4hc">Navigating memories in a report</a></li>
<li class="li"><a class="xref" href="#topic_azp_z2z_4hc">Creating new reports from memories</a></li>
<li class="li"><a class="xref" href="#topic_bkw_d2z_4hc">Combining memories</a></li>
<li class="li"><a class="xref" href="#topic_w3p_4dz_4hc">Narrating memories</a></li>
<li class="li"><a class="xref" href="#topic_ebg_vkz_4hc">Saving reports</a></li>
<li class="li"><a class="xref" href="#topic_vmk_kwv_phc">Viewing report versions</a></li>
<li class="li"><a class="xref" href="#topic_w4r_jjz_4hc">Forking reports</a></li>
<li class="li"><a class="xref" href="#topic_e43_thz_4hc">Archiving reports</a></li>
<li class="li"><a class="xref" href="#topic_ijx_bnz_4hc">Sharing reports</a></li>
</ul>
</div>
<div aria-labelledby="ariaid-title11" class="topic nested2" id="topic_zfb_3rz_4hc">
<h3 class="title topictitle3" id="ariaid-title11">Adding columns</h3>
<div class="body">
<p class="p">You can add more columns to a report to show more information.</p>
<p class="p"><strong class="ph b">To add columns to a report</strong></p>
<ol class="ol" id="topic_zfb_3rz_4hc__ol_exm_3sy_4hc">
<li class="li" dir="ltr">From the <strong class="ph b">Dataset</strong> panel of your report, drag the dimensions
you want into the <strong class="ph b">Fields</strong> section.</li>
<li class="li" dir="ltr">Drag and drop the dimensions you added into the order you
want.</li>
</ol>
</div>
</div>
<div aria-labelledby="ariaid-title12" class="topic nested2" id="topic_qrr_mmz_4hc">
<h3 class="title topictitle3" id="ariaid-title12">Changing a report visualization type</h3>
<div class="body">
<p class="p" dir="ltr">You can choose from a range of visualization types such as tables, pie
charts, and column charts to present your report how you want.</p>
<p class="p" dir="ltr"><strong class="ph b">To change the visualization type</strong></p>
<ol class="ol" id="topic_qrr_mmz_4hc__ol_lxm_3sy_4hc">
<li class="li" dir="ltr">In any report, click the <strong class="ph b">Type</strong> drop down in the
Visualization section.</li>
<li class="li" dir="ltr">From the list, select the visualization type you want.<p class="p"><img class="image" id="topic_qrr_mmz_4hc__image_sss_dk1_phc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/hyperarc_closed_eap_11.png" width="150"></p>
</li>
</ol>
<p class="p" dir="ltr">The report updates to display the new visualization type.</p>
</div>
</div>
<div aria-labelledby="ariaid-title13" class="topic nested2" id="topic_tsp_v3z_4hc">
<h3 class="title topictitle3" id="ariaid-title13">Using report grouping and limiting options</h3>
<div class="body">
<p class="p">Analytics Copilot offers several ways you can group, organize, and limit your
report results, including:</p>
<ul class="ul" id="topic_tsp_v3z_4hc__ul_txm_3sy_4hc">
<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_tsp_v3z_4hc__ol_uxm_3sy_4hc">
<li class="li" dir="ltr">In a report, click the down arrow next to any field.</li>
<li class="li" dir="ltr">From the grouping list, select the option you want.<p class="p"><img class="image" id="topic_tsp_v3z_4hc__image_zzz_gk1_phc" 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_tsp_v3z_4hc__ul_vxm_3sy_4hc">
<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_tsp_v3z_4hc__image_um4_jk1_phc" 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 nested2" id="topic_n5r_l3z_4hc">
<h3 class="title topictitle3" id="ariaid-title14">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, 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_n5r_l3z_4hc__ol_yxm_3sy_4hc">
<li class="li" dir="ltr">In the Filters panel of a report, click <strong class="ph b">+</strong>.</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 aria-labelledby="ariaid-title15" class="topic nested3" id="topic_l55_jzv_phc">
<h4 class="title topictitle4" id="ariaid-title15">Filter expressions</h4>
<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>
<div class="p">
<pre class="pre codeblock"><code>Select: “1 AND 2 AND 3”</code></pre>
</div>
<p class="p">Alternatively, you might want your report to consider results matching the
first filter, or any of the following filters:</p>
<div class="p">
<pre class="pre codeblock"><code>Select: “1 AND (2 OR 3)”</code></pre>
</div>
<p class="p"><strong class="ph b">To configure a filter expression</strong></p>
<ol class="ol" id="topic_l55_jzv_phc__ol_vqf_wzv_phc">
<li class="li">Add at least one filter to your report.</li>
<li class="li">In the Filters panel, click the settings icon (<img class="image" height="20" id="topic_l55_jzv_phc__image_npp_b1w_phc" src="https://support.zendesk.com/hc/article_attachments/10579082719514" width="23">), then click <strong class="ph b">Edit
filter expression</strong>.</li>
<li class="li">Enter your filter expression, then click <strong class="ph b">Save</strong>.</li>
</ol>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title16" class="topic nested2" id="topic_yk2_g3z_4hc">
<h3 class="title topictitle3" id="ariaid-title16">Creating expressions</h3>
<div class="body">
<p class="p" dir="ltr">In addition to selecting filters from a list, you can also create
expression fields that let you use data that might not be available in your
prebuilt datasets. For example, you could create a new metric using an
expression that subtracts the ticket created date from the ticket solved date to
indicate the time the ticket was opened.</p>
<p class="p" dir="ltr"><strong class="ph b">To create an expression</strong></p>
<ol class="ol" id="topic_yk2_g3z_4hc__ol_aym_3sy_4hc">
<li class="li" dir="ltr">In the Fields panel of a report, click <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 query 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 also use the same method to create custom attributes.</p>
</div>
</div>
<div aria-labelledby="ariaid-title17" class="topic nested2" id="topic_qby_lhz_4hc">
<h3 class="title topictitle3" id="ariaid-title17">Using AI-powered suggestions</h3>
<div class="body">
<p class="p" dir="ltr">As you work in Analyst Copilot, AI suggestions can be displayed, giving
you ideas on further reports you might find useful.</p>
<p class="p" dir="ltr"><strong class="ph b">To use AI-powered suggestions</strong></p>
<ol class="ol" id="topic_qby_lhz_4hc__ol_jym_3sy_4hc">
<li class="li" dir="ltr">In any report, a list of AI-powered suggestions are displayed at
the bottom of the page when a memory is created. Click a suggestion to learn
more.</li>
<li class="li" dir="ltr">The suggestion is expanded with more information. Click <strong class="ph b">Apply
suggestion</strong> to update your report or click <strong class="ph b">Try this in a new
query</strong> to open the suggestion in a new report.<p class="p"><img class="image" id="topic_qby_lhz_4hc__image_zcn_qk1_phc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/hyperarc_closed_eap_14.png" width="600"></p>
</li>
</ol>
<p class="p">Additionally, you can manually generate suggestions.</p>
<p class="p"><strong class="ph b">To manually generate suggestions</strong></p>
<ol class="ol" id="topic_qby_lhz_4hc__ol_qvp_xfx_phc">
<li class="li" dir="ltr">Open the <a class="xref" href="#topic_obf_z2z_4hc">memories
panel</a>.</li>
<li class="li" dir="ltr">Click a memory for which you want to generate suggestions.</li>
<li class="li">In the memory narration panel, click the find inspiration icon <img class="image" height="24" id="topic_qby_lhz_4hc__image_rvp_xfx_phc" src="https://support.zendesk.com/hc/article_attachments/10579125697434" width="27">.</li>
</ol>
</div>
</div>
<div aria-labelledby="ariaid-title18" class="topic nested2" id="topic_isf_zgz_4hc">
<h3 class="title topictitle3" id="ariaid-title18">Using drill-in to explore your data</h3>
<div class="body">
<p class="p" dir="ltr">Analyst Copilot provides tools to 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_isf_zgz_4hc__ul_lym_3sy_4hc">
<li class="li" dir="ltr">In your report, 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_isf_zgz_4hc__image_fkk_5k1_phc" 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 in to. You can click
<strong class="ph b">Annotate</strong> to add this report to your memories.</p>
</div>
</div>
<div aria-labelledby="ariaid-title19" class="topic nested2" id="topic_obf_z2z_4hc">
<h3 class="title topictitle3" id="ariaid-title19">Navigating memories in a report</h3>
<div class="body">
<p class="p" dir="ltr">Analyst Copilot features a number of tools to navigate and manage your
memories.</p>
<p class="p" dir="ltr"><strong class="ph b">To view and navigate memories</strong></p>
<ol class="ol" id="topic_obf_z2z_4hc__ol_eym_3sy_4hc">
<li class="li" dir="ltr">In any report, click <strong class="ph b">Memory</strong>.</li>
<li class="li" dir="ltr">Click a memory to see its details.</li>
<li class="li" dir="ltr">Try using some of the following actions to see how they affect
your memories and reports.<ul class="ul" id="topic_obf_z2z_4hc__ul_fym_3sy_4hc">
<li class="li" dir="ltr">Click a memory to update the report visualization to match
the memory.<p class="p" dir="ltr">Each memory has a card with a summary and
analysis describing what is being shown in the
report.</p>
<p class="p"><img class="image" id="topic_obf_z2z_4hc__image_mvt_yk1_phc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/hyperarc_closed_eap_16.png" width="200"></p>
</li>
<li class="li" dir="ltr">Click the thumbs up or down icons to indicate to Analyst
Copilot if the memory was useful. This helps memories become more
accurate over time.</li>
<li class="li" dir="ltr">The <strong class="ph b">Refresh and analyze</strong> button (<img class="image" id="topic_obf_z2z_4hc__image_t3q_dl1_phc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/hyperarc_closed_eap_17.png" width="20">) refreshes the memory
summary with the latest dataset update.</li>
<li class="li" dir="ltr">The <strong class="ph b">Find inspiration</strong> button (<img class="image" id="topic_obf_z2z_4hc__image_ip5_fl1_phc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/hyperarc_closed_eap_18.png" width="20">) gives you suggestions on
other reports you might find useful.</li>
</ul>
</li>
<li class="li" dir="ltr">Click <strong class="ph b">Memory</strong> to close the memories diagram.</li>
</ol>
</div>
</div>
<div aria-labelledby="ariaid-title20" class="topic nested2" id="topic_azp_z2z_4hc">
<h3 class="title topictitle3" id="ariaid-title20">Creating new reports from memories</h3>
<div class="body">
<p class="p" dir="ltr">You can use Analyst Copilot memories to create new reports.</p>
<p class="p" dir="ltr"><strong class="ph b">To create a new report from a memory</strong></p>
<ol class="ol" id="topic_azp_z2z_4hc__ol_hym_3sy_4hc">
<li class="li" dir="ltr">In a report, click <strong class="ph b">Memory</strong>.</li>
<li class="li" dir="ltr">Click one of your memories to see its details.</li>
<li class="li" dir="ltr">In any memory, you can <a class="xref" href="#topic_w4r_jjz_4hc">fork the report</a> to create a new one.</li>
<li class="li" dir="ltr">When you are finished, close the memory.</li>
</ol>
</div>
</div>
<div aria-labelledby="ariaid-title21" class="topic nested2" id="topic_bkw_d2z_4hc">
<h3 class="title topictitle3" id="ariaid-title21">Combining memories</h3>
<div class="body">
<p class="p" dir="ltr">You can combine memories to create new ones. This lets you "pick and
choose" metrics and attributes from different memories. For example, one of your
memories includes a metric of your solved tickets. The other contains an
attribute of the ticket requester's region. You can combine these into a new
memory for solved tickets by region.</p>
<p class="p" dir="ltr"><strong class="ph b">To combine memories</strong></p>
<ol class="ol" id="topic_bkw_d2z_4hc__ol_nym_3sy_4hc">
<li class="li" dir="ltr">In a report, click <strong class="ph b">Memory</strong>.</li>
<li class="li" dir="ltr">In the memory panel, select one or more memories, then click
<strong class="ph b">Combine</strong>.</li>
<li class="li" dir="ltr">On the Combine memories page, enter a description of the report
you're trying to create. For example, "Who had the largest workload in each
region?"</li>
<li class="li" dir="ltr">Analyst Copilot creates a new report and memory based on the
memories you selected and the description you entered.</li>
</ol>
</div>
</div>
<div aria-labelledby="ariaid-title22" class="topic nested2" id="topic_w3p_4dz_4hc">
<h3 class="title topictitle3" id="ariaid-title22">Narrating memories</h3>
<div class="body">
<p class="p" dir="ltr">From memories you select, you can use one or more of them to create a
story. For example, if you ask the question, "My department is very busy. Why is
that?", Analyst Copilot creates a report you can use to help you understand
reasons why your department is busy.</p>
<p class="p" dir="ltr"><strong class="ph b">To narrate memories</strong></p>
<ol class="ol" id="topic_w3p_4dz_4hc__ol_pym_3sy_4hc">
<li class="li" dir="ltr">In a report, click <strong class="ph b">Memory</strong>.</li>
<li class="li" dir="ltr">In the memory panel, select at least two memories, then click
<strong class="ph b">Narrate</strong>.</li>
<li class="li" dir="ltr">On the input page, enter the story you want to tell, for example,
"When are my busiest periods? When is it quiet?"</li>
<li class="li" dir="ltr">Click <strong class="ph b">Narrate</strong>.</li>
</ol>
<p class="p" dir="ltr">Analyst Copilot displays a report containing insights, reasons, and
potential actions to help you understand your busiest and quietest periods.</p>
<p class="p" dir="ltr"><img class="image" id="topic_w3p_4dz_4hc__image_qmk_tpb_phc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/hyperarc_closed_eap_20.png"></p>
</div>
</div>
<div aria-labelledby="ariaid-title23" class="topic nested2" id="topic_ebg_vkz_4hc">
<h3 class="title topictitle3" id="ariaid-title23">Saving reports</h3>
<div class="body">
<p class="p" dir="ltr">Once you've finished editing your report, you can save it so it's
available later.</p>
<p class="p" dir="ltr"><strong class="ph b">To save a report</strong></p>
<ol class="ol" id="topic_ebg_vkz_4hc__ol_dtj_pvv_phc">
<li class="li" dir="ltr">In a report, click <strong class="ph b">Save </strong>or <strong class="ph b">Save as</strong>.</li>
<li class="li">Provide the following information:<ul class="ul" id="topic_ebg_vkz_4hc__ul_lmv_5vv_phc">
<li class="li">If you're saving a report for the first time:<ul class="ul" id="topic_ebg_vkz_4hc__ul_ac3_wvv_phc">
<li class="li">On the Save query as page, provide the following
information:<ul class="ul" id="topic_ebg_vkz_4hc__ul_oxm_3sy_4hc">
<li class="li" dir="ltr">
<strong class="ph b">Name:</strong> Enter a name for the
report.</li>
<li class="li" dir="ltr">
<strong class="ph b">Description:</strong> Optionally, enter a
description for the report.</li>
<li class="li" dir="ltr">
<strong class="ph b">Project:</strong> Choose the project where
your report will be saved.</li>
<li class="li" dir="ltr">
<strong class="ph b">URL:</strong> The URL for the report is
created automatically from the report name, but you
can change this if required.</li>
</ul>
</li>
</ul>
<ul class="ul">
<li class="li">Click <strong class="ph b">Save</strong>.</li>
</ul>
</li>
<li class="li">If you're saving a report that was previously saved:<ul class="ul" id="topic_ebg_vkz_4hc__ul_b4l_2wv_phc">
<li class="li">On the What's changed page, review the AI-generated summary
of changes since you last saved.</li>
<li class="li">Click <strong class="ph b">Save</strong>.</li>
</ul>
</li>
</ul>
</li>
</ol>
<p class="p"><img class="image" id="topic_ebg_vkz_4hc__image_cjx_1qb_phc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/hyperarc_closed_eap_21.png" width="350"></p>
</div>
</div>
<div aria-labelledby="ariaid-title24" class="topic nested2" id="topic_vmk_kwv_phc">
<h3 class="title topictitle3" id="ariaid-title24">Viewing report versions</h3>
<div class="body">
<p class="p">Every time you change or save a report, a new version is created. However, all
previous versions of the report and its HyperGraph are retained. This means that
you can roll back to a previous version of the report at any time.</p>
<p class="p">You can also go back to an earlier report version, <a class="xref" href="#topic_w4r_jjz_4hc">fork it</a>, and save it as a new
report. The most recent version of the report is retained.</p>
<p class="p"><strong class="ph b">To view a report's versions</strong></p>
<ol class="ol" id="topic_vmk_kwv_phc__ol_pvb_4wv_phc">
<li class="li" dir="ltr">In a report that was previously saved, click <strong class="ph b">Save</strong> &gt;
<strong class="ph b">Versions</strong>.<p class="p">The versions panel opens displaying a history of
changes to your report. Each version is described with the date of the
change, and the user who made the change. The version will also indicate
if the report was forked.</p>
</li>
<li class="li" dir="ltr">Click on any version in the list to preview it.</li>
<li class="li" dir="ltr">Click <strong class="ph b">Save</strong> while viewing any version to restore it. This
version will be saved as the most recent one. The previous version is saved
so you can restore it if you need to.</li>
</ol>
<p class="p" dir="ltr"><img class="image" id="topic_vmk_kwv_phc__image_vsz_swv_phc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/hyperarc_closed_eap_44.png" width="200"></p>
</div>
</div>
<div aria-labelledby="ariaid-title25" class="topic nested2" id="topic_w4r_jjz_4hc">
<h3 class="title topictitle3" id="ariaid-title25">Forking reports</h3>
<div class="body">
<p class="p" dir="ltr">Forking creates a new report from the original report and opens a new
tab containing the forked report which you can name and edit as required. </p>
<p class="p">Advantages of forking reports include:</p>
<ul class="ul" id="topic_w4r_jjz_4hc__ul_qxm_3sy_4hc">
<li class="li" dir="ltr">
<strong class="ph b">Retain context:</strong> When a user forks a report, the new report
retains a memory of the original analysis, including the previous steps,
context, intuitions, and references used to generate the initial
result.</li>
<li class="li" dir="ltr">
<strong class="ph b">Customize and dig deeper:</strong> Analysts can take a current data
visualization or analysis and use it as a starting point for further
customization and deeper investigation, without altering the original
report.</li>
<li class="li" dir="ltr">
<strong class="ph b">Build an Analytics "page rank":</strong> Analyst Copilot uses the
relationships between these forked reports (or memories) to build a
knowledge graph. This boosts the most relevant memories to the top for
future, related questions, making Analyst Copilot get smarter over
time.</li>
</ul>
<p class="p" dir="ltr"><strong class="ph b">To fork a report</strong></p>
<ul class="ul" id="topic_w4r_jjz_4hc__ul_yw4_xyv_phc">
<li class="li" dir="ltr">In a report, click <strong class="ph b">Save</strong> &gt; <strong class="ph b">Fork</strong>.<p class="p" dir="ltr">A copy
of the report is created and opened.</p>
<p class="p"><img class="image" id="topic_w4r_jjz_4hc__image_yfw_4sb_phc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/hyperarc_closed_eap_22.png"></p>
</li>
</ul>
</div>
</div>
<div aria-labelledby="ariaid-title26" class="topic nested2" id="topic_e43_thz_4hc">
<h3 class="title topictitle3" id="ariaid-title26">Archiving reports</h3>
<div class="body">
<p class="p" dir="ltr">When you archive a report, it's deleted from the project and the assets
list and you can no longer access it.</p>
<p class="p" dir="ltr"><strong class="ph b">To archive a report</strong></p>
<ol class="ol" id="topic_e43_thz_4hc__ol_cym_3sy_4hc">
<li class="li" dir="ltr">From a report, click <strong class="ph b">Save</strong> &gt; <strong class="ph b">Archive</strong>.</li>
<li class="li" dir="ltr">On the confirmation page, click <strong class="ph b">Archive query</strong>.</li>
</ol>
<p class="p"><img class="image" id="topic_e43_thz_4hc__image_al5_qsb_phc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/hyperarc_closed_eap_22.png"></p>
</div>
</div>
<div aria-labelledby="ariaid-title27" class="topic nested2" id="topic_ijx_bnz_4hc">
<h3 class="title topictitle3" id="ariaid-title27">Sharing reports</h3>
<div class="body">
<p class="p" dir="ltr">You can share your reports with other people as comma-separated-values
(CSV) or image (JPEG) files. </p>
<p class="p" dir="ltr"><strong class="ph b">To export a report</strong></p>
<ol class="ol" id="topic_ijx_bnz_4hc__ol_hxm_3sy_4hc">
<li class="li" dir="ltr">In a report, click the options menu (<img class="image" id="topic_ijx_bnz_4hc__image_w22_z1r_qhc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/rtm111.png" width="10">), then select <strong class="ph b">Share</strong>.<p class="p" dir="ltr"><img class="image" id="topic_ijx_bnz_4hc__image_m32_5sb_phc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/hyperarc_closed_eap_23.png"></p>
</li>
<li class="li" dir="ltr">In the export options, select IMG or CSV format for your report
export.</li>
</ol>
<p class="p" dir="ltr">Your report is exported. You’ll find the exported report in the
Downloads folder of your computer.</p>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title28" class="topic nested1" id="topic_rzk_zwy_4hc">
<h2 class="title topictitle2" id="ariaid-title28">Creating dashboards</h2>
<div class="body">
<p class="p" dir="ltr">Dashboards are where you compile your reports into a single space where you
can then share them with others. You can enhance dashboards with filters, text,
images, and more. You can drag and drop reports and other dashboard components to
get the dashboard looking exactly how you want.</p>
<p class="p" dir="ltr">This section contains the following topics:</p>
<ul class="ul" id="topic_rzk_zwy_4hc__ul_uml_1xy_4hc">
<li class="li"><a class="xref" href="#topic_tc5_qwy_4hc">Creating a dashboard</a></li>
<li class="li"><a class="xref" href="#topic_z53_gwy_4hc">Adding reports to a dashboard</a></li>
<li class="li"><a class="xref" href="#topic_jdp_dwy_4hc">Removing reports from a dashboard</a></li>
<li class="li"><a class="xref" href="#topic_y12_xvy_4hc">Saving dashboards</a></li>
<li class="li"><a class="xref" href="#topic_gmt_svy_4hc">Closing dashboards</a></li>
<li class="li"><a class="xref" href="#topic_ayt_5wb_phc">Sharing dashboards</a></li>
</ul>
</div>
<div aria-labelledby="ariaid-title29" class="topic nested2" id="topic_tc5_qwy_4hc">
<h3 class="title topictitle3" id="ariaid-title29">Creating a dashboard</h3>
<div class="body">
<p class="p" dir="ltr">Before you can start adding reports and widgets, you need to create a
dashboard.</p>
<p class="p" dir="ltr"><strong class="ph b">To create a dashboard</strong></p>
<ol class="ol" id="topic_tc5_qwy_4hc__ol_uym_3sy_4hc">
<li class="li" dir="ltr">In Analyst Copilot click <strong class="ph b">+</strong>, then click <strong class="ph b">New
dashboard</strong>.<p class="p">A new, blank dashboard opens.</p>
<p class="p"><img class="image" id="topic_tc5_qwy_4hc__image_mjj_ysb_phc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/hyperarc_closed_eap_24.png" width="800"></p>
</li>
</ol>
</div>
</div>
<div aria-labelledby="ariaid-title30" class="topic nested2" id="topic_z53_gwy_4hc">
<h3 class="title topictitle3" id="ariaid-title30">Adding reports to a dashboard</h3>
<div class="body">
<p class="p" dir="ltr">You can add any existing report to a dashboard. </p>
<p class="p" dir="ltr"><strong class="ph b">To add a report</strong></p>
<ol class="ol" id="topic_z53_gwy_4hc__ol_wym_3sy_4hc">
<li class="li" dir="ltr">In a dashboard, click <strong class="ph b">Chart</strong>. The Select a query to add page
opens.</li>
<li class="li" dir="ltr">Click the report you want to add. The report is immediately added
to the dashboard.</li>
<li class="li" dir="ltr">You can drag and drop to move or resize the report so it looks
just how you want.<div class="note tip">
<span class="tiptitle">Tip:</span> If your dashboard contains many
components, try holding the shift key down as you drag a component. This
can help stop components ‘jumping around’ as the dashboard dynamically
rearranges them.</div>
<p class="p"><img class="image" id="topic_z53_gwy_4hc__image_wzk_2tb_phc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/hyperarc_closed_eap_25.png" width="500"></p>
</li>
<li class="li">You can also configure how the report widget interacts with global filters
and faceting. <div class="p">
<strong class="ph b">Faceting</strong><ul class="ul" id="topic_z53_gwy_4hc__ul_tgv_lhx_phc">
<li class="li" dir="ltr">
<strong class="ph b">Emit:</strong> Selecting a value (for example a column)
on the report will send a faceting event to other components on
the dashboard, filtering their results by the value selected in
this component.</li>
<li class="li" dir="ltr">
<strong class="ph b">Receive:</strong> When unchecked, the component will
ignore faceting events from other components.</li>
<li class="li" dir="ltr">
<strong class="ph b">Emit faceting settings:</strong><ul class="ul" id="topic_z53_gwy_4hc__ul_a4p_phx_phc">
<li class="li" dir="ltr">
<strong class="ph b">Use composite on all:</strong> Use all groupings
to facet receiving queries.</li>
<li class="li" dir="ltr">
<strong class="ph b">Fact first grouping only:</strong> Use the first
grouping only to facet receiving queries.</li>
</ul>
</li>
</ul>
</div>
<p class="p"><strong class="ph b">Global filters</strong></p>
<p class="p">Use this option to configure the
widget to ignore or respect the dashboard global filters.</p>
</li>
</ol>
<p class="p">Use the undo and redo buttons if you make a mistake.</p>
<div class="p">
<div class="note important">
<span class="importanttitle">Important:</span> You can only undo up to the last save point.</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title31" class="topic nested2" id="topic_jdp_dwy_4hc">
<h3 class="title topictitle3" id="ariaid-title31">Removing reports from a dashboard</h3>
<div class="body">
<p class="p" dir="ltr">Use the following procedure if you no longer need a report on your
dashboard.</p>
<p class="p" dir="ltr"><strong class="ph b">To remove a report from a dashboard</strong></p>
<ol class="ol" id="topic_jdp_dwy_4hc__ol_yym_3sy_4hc">
<li class="li" dir="ltr">On the dashboard, click the report you want to delete from the
dashboard..</li>
<li class="li" dir="ltr">Click the delete icon (<img class="image" id="topic_jdp_dwy_4hc__image_c2g_3wb_phc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/hyperarc_closed_eap_34.png" width="20">).<p class="p">The report is removed from the
dashboard.</p>
</li>
</ol>
</div>
</div>
<div aria-labelledby="ariaid-title32" class="topic nested2" id="topic_y12_xvy_4hc">
<h3 class="title topictitle3" id="ariaid-title32">Saving dashboards</h3>
<div class="body">
<p class="p" dir="ltr">Once you’ve created a dashboard, you can save it so you can continue to
work on it later.</p>
<p class="p" dir="ltr"><strong class="ph b">To save a dashboard</strong></p>
<ol class="ol" id="topic_y12_xvy_4hc__ol_bzm_3sy_4hc">
<li class="li" dir="ltr">In a dashboard, click <strong class="ph b">Save</strong> or <strong class="ph b">Save as</strong>.</li>
<li class="li" dir="ltr">On the save page, enter the following information:<ul class="ul" id="topic_y12_xvy_4hc__ul_czm_3sy_4hc">
<li class="li" dir="ltr">
<strong class="ph b">Name:</strong> Enter a descriptive name for the
project.</li>
<li class="li" dir="ltr">
<strong class="ph b">Description:</strong> Optionally, enter a description for
the project to make it easier for viewers to understand what it
contains.</li>
<li class="li" dir="ltr">
<strong class="ph b">Project:</strong> From the drop-down, select the project
where the dashboard will be saved.</li>
<li class="li" dir="ltr">
<strong class="ph b">URL:</strong> The URL of the dashboard lets viewers jump
directly to it instead of having to navigate to find it. The URL is
automatically created based on the dashboard name, but you can edit
it to be whatever you want.</li>
</ul>
</li>
</ol>
<p class="p" dir="ltr"><img class="image" id="topic_y12_xvy_4hc__image_o11_ktb_phc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/hyperarc_closed_eap_26.png" width="400"></p>
<div class="p">
<div class="note tip">
<span class="tiptitle">Tip:</span> When you save a dashboard with a new name, it creates a copy of
the report. However, it does not create a forked copy of the report.</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title33" class="topic nested2" id="topic_gmt_svy_4hc">
<h3 class="title topictitle3" id="ariaid-title33">Closing dashboards</h3>
<div class="body">
<p class="p" dir="ltr">When you’ve finished working with a dashboard, you can close it. Make
sure to save the dashboard before you close it.</p>
<p class="p" dir="ltr"><strong class="ph b">To close a dashboard</strong></p>
<ol class="ol" id="topic_gmt_svy_4hc__ol_fzm_3sy_4hc">
<li class="li" dir="ltr">In the Analyst Copilot tab bar, find the tab containing your
dashboard.</li>
<li class="li" dir="ltr">Click <strong class="ph b">x</strong> next to the dashboard name.</li>
</ol>
<p class="p" dir="ltr">The dashboard closes.</p>
<div class="p">
<div class="note warning">
<span class="warningtitle">Warning:</span> When you close a dashboard, any unsaved changes are
lost.</div>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title34" class="topic nested1" id="topic_ayt_5wb_phc">
<h2 class="title topictitle2" id="ariaid-title34">Sharing dashboards</h2>
<div class="body">
<p class="p">You can download a shareable image image of a dashboard, or provide a URL to it. </p>
<p class="p"><strong class="ph b">To share a dashboard</strong></p>
<ol class="ol" id="topic_ayt_5wb_phc__ol_p5y_nxb_phc">
<li class="li">With your dashboard in View mode, click <strong class="ph b">Share</strong>.<p class="p"><img class="image" id="topic_ayt_5wb_phc__image_yxn_ywb_phc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/hyperarc_closed_eap_35.png"></p>
</li>
<li class="li">On the Share page, do one of the following:<ul class="ul" id="topic_ayt_5wb_phc__ul_r21_xxb_phc">
<li class="li">Click <strong class="ph b">Image</strong> to download your dashboard as a JPEG image. You'll
find your image in the Downloads folder on your computer.</li>
<li class="li">Click <strong class="ph b">Copy</strong> to copy the URL of the dashboard to your clipboard.
You can then share this URL with others.</li>
</ul>
</li>
</ol>
<p class="p"><img class="image" id="topic_ayt_5wb_phc__image_stn_4yb_phc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/hyperarc_closed_eap_36.png" width="400"></p>
</div>
</div>
<div aria-labelledby="ariaid-title35" class="topic nested1" id="topic_a4g_45y_4hc">
<h2 class="title topictitle2" id="ariaid-title35">Editing dashboards</h2>
<div class="body">
<p class="p" dir="ltr">Once you’ve created a dashboard and added reports, there are a number of
editing options you can use.</p>
<p class="p" dir="ltr"><strong class="ph b">To edit a dashboard</strong></p>
<ol class="ol" id="topic_a4g_45y_4hc__ol_hzm_3sy_4hc">
<li class="li" dir="ltr">From the list of assets on the Analyst Copilot home page, click the
dashboard you want to edit.</li>
<li class="li" dir="ltr">In the dashboard, set the toggle switch from <strong class="ph b">View</strong> to
<strong class="ph b">Edit</strong>.<p class="p"><img class="image" id="topic_a4g_45y_4hc__image_vqd_qtb_phc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/hyperarc_closed_eap_27.png"></p>
</li>
</ol>
<p class="p">The following topics detail some of the editing options you can use:</p>
<ul class="ul" id="topic_a4g_45y_4hc__ul_obs_v5y_4hc">
<li class="li"><a class="xref" href="#topic_jjy_j5y_4hc">Renaming dashboards</a></li>
<li class="li"><a class="xref" href="#topic_s3h_xty_4hc">Adding images to dashboards</a></li>
<li class="li"><a class="xref" href="#topic_y2n_mty_4hc">Adding text to dashboards</a></li>
<li class="li"><a class="xref" href="#topic_hqj_wsy_4hc">Adding links to dashboards</a></li>
</ul>
</div>
<div aria-labelledby="ariaid-title36" class="topic nested2" id="topic_jjy_j5y_4hc">
<h3 class="title topictitle3" id="ariaid-title36">Renaming dashboards</h3>
<div class="body">
<p class="p" dir="ltr">If required, you can change the name of a dashboard.</p>
<p class="p" dir="ltr"><strong class="ph b">To change a dashboard name</strong></p>
<ol class="ol" id="topic_jjy_j5y_4hc__ol_jzm_3sy_4hc">
<li class="li" dir="ltr">With a dashboard open and in edit mode, click the dashboard
name.</li>
<li class="li" dir="ltr">Enter a new dashboard name.</li>
<li class="li" dir="ltr">Click <strong class="ph b">Save</strong>.</li>
</ol>
<p class="p" dir="ltr"><img class="image" id="topic_jjy_j5y_4hc__image_od5_stb_phc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/hyperarc_closed_eap_28.png"></p>
</div>
</div>
<div aria-labelledby="ariaid-title37" class="topic nested2" id="topic_s3h_xty_4hc">
<h3 class="title topictitle3" id="ariaid-title37">Adding images to dashboards</h3>
<div class="body">
<p class="p" dir="ltr">You can add images to your dashboard to give it your company branding
or to make the dashboard more visually engaging.</p>
<p class="p" dir="ltr"><strong class="ph b">To add an image to a dashboard</strong></p>
<ol class="ol" id="topic_s3h_xty_4hc__ol_mzm_3sy_4hc">
<li class="li" dir="ltr">In a dashboard, drag and drop the image component from the tab bar
into the dashboard.</li>
<li class="li" dir="ltr">Click the image component you just added. The following options
are displayed:<ul class="ul" id="topic_s3h_xty_4hc__ul_nzm_3sy_4hc">
<li class="li" dir="ltr">
<strong class="ph b">Alignment:</strong> Justify the alignment of the image
inside its dashboard component.</li>
<li class="li" dir="ltr">
<strong class="ph b">Scale:</strong> Scale the image to fit the component or
revert it to its original size.</li>
<li class="li" dir="ltr">
<strong class="ph b">Background color:</strong> Configure a background color for
the image component.</li>
<li class="li" dir="ltr">
<strong class="ph b">Drop shadow:</strong> Turn on or off a drop shadow on the
image.</li>
<li class="li" dir="ltr">
<strong class="ph b">Border:</strong> Various options to configure a border
around the image.</li>
<li class="li" dir="ltr">
<strong class="ph b">Source:</strong> Enter a location where Analyst Copilot can
find the image.</li>
</ul>
</li>
<li class="li">After you've confiugred the setting you want, click away from the image
settings.</li>
</ol>
<p class="p" dir="ltr"><img class="image" id="topic_s3h_xty_4hc__image_rjt_xtb_phc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/hyperarc_closed_eap_29.png"></p>
</div>
</div>
<div aria-labelledby="ariaid-title38" class="topic nested2" id="topic_y2n_mty_4hc">
<h3 class="title topictitle3" id="ariaid-title38">Adding text to dashboards</h3>
<div class="body">
<p class="p" dir="ltr">You can add text to your dashboard to provide further information to
viewers.</p>
<p class="p" dir="ltr"><strong class="ph b">To add text to a dashboard</strong></p>
<ol class="ol" id="topic_y2n_mty_4hc__ol_qzm_3sy_4hc">
<li class="li" dir="ltr">In a dashboard, drag and drop the text component from the tab bar
into the dashboard.</li>
<li class="li" dir="ltr">In the text box, enter the text you want displayed on the
dashboard. The text input box supports <a class="xref" href="https://www.markdownguide.org/basic-syntax/" target="_blank">Markdown formatting</a>. For example, you could
enter "Hello from **Zendesk**" to display "Hello from <strong class="ph b">Zendesk</strong>".</li>
<li class="li" dir="ltr">Configure the following text component options as required:<ul class="ul" id="topic_y2n_mty_4hc__ul_rzm_3sy_4hc">
<li class="li" dir="ltr">
<strong class="ph b">Horizontal alignment:</strong> Controls the horizontal
alignment of the text inside the text component.</li>
<li class="li" dir="ltr">
<strong class="ph b">Vertical alignment:</strong> Controls the horizontal
alignment of the text inside the text component.</li>
<li class="li" dir="ltr">
<strong class="ph b">Font color:</strong> Controls the font color of the
text.</li>
<li class="li" dir="ltr">
<strong class="ph b">Font size:</strong> Controls the font size of the text.</li>
<li class="li" dir="ltr">
<strong class="ph b">Widget background color:</strong> Controls the background
color of the text.</li>
<li class="li" dir="ltr">
<strong class="ph b">Drop shadow:</strong> Adds or removes a drop shadow effect
on the text component.</li>
<li class="li" dir="ltr">
<strong class="ph b">Border configuration:</strong> Creates a border around the
text using the selected style.</li>
</ul>
</li>
</ol>
<p class="p" dir="ltr"><img class="image" id="topic_y2n_mty_4hc__image_lsq_15b_phc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/hyperarc_closed_eap_30.png"></p>
<p class="p" dir="ltr">Click away from the text component to hide the text options menu.</p>
</div>
</div>
<div aria-labelledby="ariaid-title39" class="topic nested2" id="topic_hqj_wsy_4hc">
<h3 class="title topictitle3" id="ariaid-title39">Adding links to dashboards</h3>
<div class="body">
<p class="p" dir="ltr">You can add clickable links to external sites, or to other Analyst
Copilot assets.</p>
<p class="p" dir="ltr"><strong class="ph b">To add a link to the dashboard</strong></p>
<ol class="ol" id="topic_hqj_wsy_4hc__ol_uzm_3sy_4hc">
<li class="li" dir="ltr">In a dashboard, drag and drop the link component from the tab bar
into the dashboard.</li>
<li class="li" dir="ltr">In the link component choose the link type you want to add. You
can add a link to another Analyst Copilot asset (for example another
dashboard or report) or link to an external web site using a URL.</li>
<li class="li" dir="ltr">Configure the following information for the link:<p class="p" dir="ltr"><strong class="ph b">For URL links</strong></p>
<ul class="ul" id="topic_hqj_wsy_4hc__ul_vzm_3sy_4hc">
<li class="li">
<strong class="ph b">Link type:</strong> Select URL.</li>
<li class="li" dir="ltr">
<strong class="ph b">Label:</strong> Enter the text that will appear for the
link.</li>
<li class="li" dir="ltr">
<strong class="ph b">URL:</strong> Enter the URL for the link.<p class="p"><img class="image" id="topic_hqj_wsy_4hc__image_vkj_j5b_phc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/hyperarc_closed_eap_31.png"></p>
</li>
</ul>
<p class="p" dir="ltr"><strong class="ph b">For asset links</strong></p>
<ul class="ul" id="topic_hqj_wsy_4hc__ul_wzm_3sy_4hc">
<li class="li">
<strong class="ph b">Link type:</strong> Select Asset</li>
<li class="li" dir="ltr">
<strong class="ph b">Label:</strong> Enter the text that will appear for the
link.</li>
<li class="li" dir="ltr">
<strong class="ph b">Asset:</strong> Opens a list where you can choose the report
or dashboard you want to add.</li>
<li class="li" dir="ltr">
<strong class="ph b">Pass state:</strong> From the drop down, select if you want
any filters from the selected asset reflected when a user clicks the
link.<p class="p"><img class="image" id="topic_hqj_wsy_4hc__image_knv_q5b_phc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/hyperarc_closed_eap_32.png"></p>
</li>
</ul>
</li>
<li class="li" dir="ltr">Configure the following formatting options as required:<ul class="ul" id="topic_hqj_wsy_4hc__ul_yzm_3sy_4hc">
<li class="li" dir="ltr">
<strong class="ph b">Horizontal alignment:</strong> Controls the horizontal
alignment of the text inside the text component.</li>
<li class="li" dir="ltr">
<strong class="ph b">Vertical alignment:</strong> Controls the horizontal
alignment of the text inside the text component.</li>
<li class="li" dir="ltr">
<strong class="ph b">Font color:</strong> Controls the font color of the
text.</li>
<li class="li" dir="ltr">
<strong class="ph b">Font size:</strong> Controls the font size of the text.</li>
<li class="li" dir="ltr">
<strong class="ph b">Underline:</strong> Underlines the current link.</li>
<li class="li" dir="ltr">
<strong class="ph b">Widget background color:</strong> Controls the background
color of the text.</li>
<li class="li" dir="ltr">
<strong class="ph b">Drop shadow:</strong> Adds or removes a drop shadow effect
on the text component.</li>
<li class="li" dir="ltr">
<strong class="ph b">Border configuration:</strong> Creates a border around the
text using the selected style</li>
</ul>
</li>
</ol>
<p class="p" dir="ltr">Click away from the link component to hide the link options menu. Now,
when the dashboard is in view mode, clicking the link text will take you to the
configured asset or URL.</p>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title40" class="topic nested1" id="topic_g4q_2vy_4hc">
<h2 class="title topictitle2" id="ariaid-title40">Refining your results</h2>
<div class="body">
<p class="p">After you've created a dashboard, Analyst Copilot includes tools you can use to show
only the results you want. These tools include faceting and global filters.</p>
<p class="p">This section contains the following topics:</p>
<ul class="ul" id="topic_g4q_2vy_4hc__ul_fyc_3vy_4hc">
<li class="li"><a class="xref" href="#topic_xxs_psy_4hc">Using faceting</a></li>
<li class="li"><a class="xref" href="#topic_wfs_jsy_4hc">Using global filters</a></li>
</ul>
</div>
<div aria-labelledby="ariaid-title41" class="topic nested2" id="topic_xxs_psy_4hc">
<h3 class="title topictitle3" id="ariaid-title41">Using faceting</h3>
<div class="body">
<p class="p" dir="ltr">Faceting 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 faceting, you can ask subsequent questions about your data
without having to create a new query.</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 faceting</strong></p>
<ol class="ol" id="topic_xxs_psy_4hc__ol_a1n_3sy_4hc">
<li class="li" dir="ltr">In the dashboard, 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>
<div aria-labelledby="ariaid-title42" class="topic nested2" id="topic_wfs_jsy_4hc">
<h3 class="title topictitle3" id="ariaid-title42">Using global filters</h3>
<div class="body">
<p class="p" dir="ltr">When you apply a global filter to your dashboard, it affects all
reports on the dashboard. The global dashboard filter works on top of any
individual reports filters or settings.</p>
<p class="p" dir="ltr"><strong class="ph b">To apply a global filter</strong></p>
<ol class="ol" id="topic_wfs_jsy_4hc__ol_c1n_3sy_4hc">
<li class="li" dir="ltr">In a dashboard that contains at least one report, click
<strong class="ph b">Edit</strong>.</li>
<li class="li" dir="ltr">Click <strong class="ph b">Global filter</strong>.</li>
<li class="li" dir="ltr">From the list, choose the filter you want to add, then set the
value for the filter. For example, you could choose a date filter to show
only results from the last 30 days.<p class="p"><img class="image" id="topic_wfs_jsy_4hc__image_hmw_2vb_phc" 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 global filters and set their
defaults. In View mode you can only choose from filters.</p>
</div>
</div>
</div>
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