Resources for reporting and analytics

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This article contains resources for setting up and using Zendesk reporting, including documentation, blogs, and community tips.

Tip: The Tips, community, and training section below provides information about our free reporting training.

Click one of the plan buttons below to see resources for each Explore plan level.

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Lite  Professional  Enterprise

The Explore Lite resources are sorted into the following categories:

Getting started

Explore basics

Viewing and using dashboards

Advice and troubleshooting

Tips, community, and training

The Explore Professional resources are sorted into the following categories:

Getting started

Explore basics

Setting up Explore

Viewing and using dashboards

Creating dashboards

Publishing and sharing dashboards

Building reports

Customizing reports

Writing formulas

Performing calculations

Advice and troubleshooting

Explore recipes

Tips, community, and training

The Explore Enterprise resources are sorted into the following categories:

Getting started

Explore basics

Setting up Explore

Viewing and using dashboards

Creating dashboards

Publishing and sharing dashboards

Building queries

Customizing queries

Writing formulas

Performing calculations

Advice and troubleshooting

Explore recipes

Tips, community, and training

Getting started

Welcome to Explore for reporting and analytics

Explore quick start guide

Getting started with Zendesk Explore for reporting and analytics

Getting started with Zendesk Explore: Hands-on tutorial

Evaluating reporting and analytics in your Zendesk Suite trial

Explore basics

Zendesk Explore resources for reporting and analytics (this article)

Learning about Explore with e-books

About the Zendesk Explore plan types

Navigating the Explore interface

Data refresh intervals for Explore reporting

Explore FAQ: Understanding Explore Enterprise

Zendesk Explore glossary

Explore product limits

Setting up Explore

Activating Explore and giving yourself access

Giving users access to Explore

Understanding Explore user roles

Setting Explore dataset permissions

Setting default chart colors and export settings

Setting the start of the week for reports and filters

Browsers supported by Explore

Allowing network IP addresses for Explore

HIPAA considerations when using Zendesk Explore

Privacy and data protection law resources for Explore

Viewing and using dashboards

Understanding dashboards

Overview of the Zendesk Support dashboard

Overview of the Zendesk Knowledge dashboard

Overview of the Zendesk Talk dashboard

Overview of the Zendesk Chat dashboard

Overview of the Zendesk Messaging dashboard

Overview of the Zendesk Answer Bot dashboard

Overview of the Explore live dashboard

Overview of the Explore live performance data by channel dashboard

Overview of the omnichannel routing queues live monitoring dashboard

Working with real time monitoring dashboards (EAP)

Overview of the omnichannel agent state dashboard

Overview of the Zendesk Copilot: Agent productivity dashboard

Overview of the Intelligent triage dashboard

Viewing Explore dashboard information and activity

Viewing dashboards

Interacting with dashboards

Seeing live agent status and activities

Seeing live agent status with Explore: Use cases

Exporting dashboard tabs and reports

Understanding discrepancies between the Talk Live calls dashboard and the Explore live dashboard

Understanding discrepancies between Knowledge and Google Analytics data in Explore

Understanding discrepancies between Explore reports and exports

Overview of the Explore Enterprise live dashboard

Discrepancies between the Talk Live calls dashboard and the Explore Enterprise live dashboard

Creating dashboards

Creating dashboards

Adding reports to dashboards

Adding and arranging dashboard components

Adding interactive dashboard components

Best practices for using dashboard filters

Migrating legacy Explore dashboards to the new dashboard builder

Best practices for migrating to the new Explore dashboard builder

Customizing dashboards

Cloning dashboards

Working with dashboard tabs

Adding alert thresholds to Explore live data components

Adding live data and live filter components to dashboards

Live data components for Explore dashboards

Live data limits for Explore dashboards

About the legacy Explore dashboard builder

Adding live data and live filter components to dashboards

Live data component limits for Explore dashboards

Live data widgets for Explore dashboards

Publishing and sharing dashboards

Configuring Explore dashboard sharing permissions

Sharing and publishing dashboards

Sharing dashboards outside Zendesk

Scheduling dashboard deliveries

Scheduling dashboard deliveries with end users

Turning off dashboard and report interactivity

Dynamically adapting dashboard data based on viewer

Bookmarking dashboard states with filtered views

Configuring Explore Enterprise dashboard sharing permissions

Sharing Explore dashboards outside Zendesk

Sharing dashboards with end users

Building reports

Understanding datasets

Understanding reports

Working with datasets

Metrics and attributes for Zendesk Support

Metrics and attributes for Zendesk Knowledge

Metrics and attributes for live chat

Metrics and attributes for Zendesk messaging

Metrics and attributes for Zendesk Answer Bot

Metrics and attributes for Zendesk Talk

Metrics and attributes for agent state

Metrics and attributes for Zendesk AI

About native Chat time duration metrics

About native Talk time duration metrics

Working with the report builder (Beta)

Creating reports

Using metrics and attributes in reports

Working with reports

Interacting with reports

Cloning a report

Reporting on user and organization data

Analyzing agent ticket touches

Reporting with tags

Reporting with custom fields

Understanding ticket channels in Explore

About native Support time duration metrics

Using average or median aggregators

Editing dates and date ranges

Choosing metric aggregators

Setting a metric's default and visible aggregators

Understanding Quick Reports (EAP)

Customizing reports

Editing reports

Customizing reports

Customizing your chart types and options

Editing metrics and attributes

Filtering a report

Changing the format of results

Sorting results

Working with tables

Working with datatips

Using drill in to refine your reports

Using stacked charts to display results

Chart types for comparing trends over time

Chart types using metrics as axes

Chart types for comparing metrics

Chart types for comparing categories

Chart types for displaying workflow

Chart types for comparing values to total results

Writing formulas

Formula writing resources

Explore functions reference

Writing Explore formulas

Working with data types in Explore formulas

Troubleshooting errors in Explore formulas

Working with aggregation-level functions

Working with earliest and latest date functions

Using the IF THEN ELSE function

Adding multiple conditional expressions with SWITCH

Performing calculations

Using result manipulations and calculations

Getting started with custom metrics and attributes

Creating standard calculated metrics and attributes

Adding date calculated metrics

Creating a top/bottom filter

Organizing values by groups and sets

Using result metric calculations

Using result path calculations

Using forecasting to predict results

Adding totals to results

Selecting the metric result range

Hiding rows and columns

Setting result manipulation order

Advice and troubleshooting

Reporting and analytics admin questions

Metrics, attributes, and filters

How to build dashboards

How to create and update reports

How to solve unexpected issues with reports

Explore recipes

Explore recipes reference

Explore recipe showcase

Tips, community, and training

Ask a question or make a suggestion

Zendesk training courses for Explore