Accessing and viewing the Categories dashboard in Zendesk QA

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<p id="docs-ai-summary-content">The Categories dashboard offers insights into category scores and root causes, helping you analyze performance over time. You can filter data by dates, workspaces, reviewers, and more to tailor the view to your needs. This feature supports informed decision-making by providing a clear view of average scores, root causes, and performance metrics for each reviewer and reviewee.</p>
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<span class="fastpathtitle">Location: </span> Zendesk QA &gt; Dashboard &gt; Categories</div>
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<div class="p">The Zendesk QA Categories dashboard provides an overview of category scores and root
causes in your organization. It helps you report on the following over a time period you
specify:<ul class="ul" id="zug_qa_dashboard_categories__ul_z1k_fjx_q2c">
<li class="li">The average score of all category ratings.</li>
<li class="li">The total number of root causes added to category ratings.</li>
<li class="li">Root causes by reviewer and reviewee.</li>
</ul>
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<p class="p">You can use the dashboard to gain valuable insights into how your categories are
performing, helping you make more informed decisions.</p>
<p class="p">Admins, account managers, and workspace managers can access the Categories dashboard. </p>
<p class="p">This article contains the following topics:</p>
<ul class="ul" id="zug_qa_dashboard_categories__ul_k5p_vcs_bdc">
<li class="li"><a class="xref" href="#topic_f31_tgx_q2c">Accessing the Categories dashboard</a></li>
<li class="li"><a class="xref" href="#topic_jll_tgx_q2c">Filtering the Categories dashboard</a></li>
</ul>
<p class="p">Related articles:</p>
<ul class="ul" id="zug_qa_dashboard_categories__ul_l5p_vcs_bdc">
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/7043701144858" target="_blank">About dashboards in Zendesk QA</a></li>
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/7043712922522" target="_blank">Deciding what rating categories to
use</a></li>
</ul>
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<div aria-labelledby="ariaid-title2" class="topic nested1" id="topic_f31_tgx_q2c">
<h2 class="title topictitle2" id="ariaid-title2">Accessing the Categories dashboard</h2>
<div class="body">
<p class="p">The Categories dashboard gives you valuable insights into your category scores and
root cause counts. </p>
<p class="p"><strong class="ph b">To access the Categories dashboard</strong></p>
<ol class="ol" id="topic_f31_tgx_q2c__ol_l4h_nfl_bdc">
<li class="li"><span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408838272410" target="_blank">Quality assurance</a>, click <strong class="ph b">Dashboards</strong>
<img class="image" id="topic_f31_tgx_q2c__d8e24" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/qa_dashboard_icon.png" width="22"> in the sidebar. </span></li>
<li class="li">From the list of dashboards, select <strong class="ph b">Categories</strong>.<p class="p"><img class="image" id="topic_f31_tgx_q2c__image_y5s_fnx_q2c" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/qa_categories_dash.png" width="800"></p>
</li>
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<p class="p">From the dashboard, you can view:</p>
<ul class="ul" id="topic_f31_tgx_q2c__ul_xh4_kmx_q2c">
<li class="li">The average score of your category ratings.</li>
<li class="li">The number of root causes added to category ratings.</li>
<li class="li">Your category score by review created week.</li>
<li class="li">Root causes for each reviewer.</li>
<li class="li">Root causes for each reviewee.</li>
</ul>
</div>
</div>
<div aria-labelledby="ariaid-title3" class="topic nested1" id="topic_jll_tgx_q2c">
<h2 class="title topictitle2" id="ariaid-title3">Filtering the Categories dashboard</h2>
<div class="body">
<p class="p">In the Categories dashboard, you can filter the data to analyze categories by dates,
workspaces, reviewers, and more.</p>
<p class="p" dir="ltr"><strong class="ph b">To filter the Categories dashboard</strong></p>
<div class="p">
<ol class="ol" id="topic_jll_tgx_q2c__ol_x3q_gwr_bdc">
<li class="li" dir="ltr">
<a class="xref" href="#topic_f31_tgx_q2c">From the
<strong class="ph b">Categories</strong> dashboard</a>, use the <strong class="ph b">Workspace</strong>
drop-down list to select a workspace.</li>
<li class="li" dir="ltr">Choose any of the following filters to configure the dashboard for
your needs:<ul class="ul" id="topic_jll_tgx_q2c__ul_xbd_tsx_q2c">
<li class="li">Date filter</li>
<li class="li">Workspace</li>
<li class="li">Reviewer</li>
<li class="li">Reviewee</li>
<li class="li">Group</li>
<li class="li">Scorecard</li>
<li class="li">Category</li>
<li class="li">Connection name</li>
<li class="li">Hashtag</li>
<li class="li">Helpdesk tag</li>
<li class="li">Conversation channel</li>
<li class="li">Assignment name</li>
<li class="li">Helpdesk field</li>
<li class="li">Helpdesk value <p class="p">See <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/7043701144858#topic_dmj_yjx_vfc" target="_blank">Understanding dashboard
filters</a>.</p>
</li>
</ul>
<p class="p">Additionally, you can display data based on the date a conversation
or review was created and include or exclude self reviews. See <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/7043701144858#topic_xlj_yjx_vfc" target="_blank">Understanding the Display settings
menu</a>.</p>
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