Actions in Zendesk Report Builder
What actions can I perform on a report from within the report builder?
In the report builder, you can save, add to a dashboard, clone, or export your report. Saving is crucial as changes aren't automatically saved. You can also add your report to a new or existing dashboard, which saves it to the Reports library.
Cloning creates an editable copy, and exporting allows you to create a CSV, image, PDF, or Excel file of your report. Note that exporting doesn't save the report to the library. Additionally, you can reload the report to resubmit calculations, which is faster than reloading the entire webpage.
More related questions
How can I manage my reports in the Zendesk Reports library?
The Reports library in Zendesk Explore is your go-to place for managing and sorting your reports. You can access it by clicking the icon on the left sidebar. Within the library, you have several options to organize your reports, such as viewing all…
How do I organize my reports using tags in Zendesk Explore?
Organizing reports with tags in Zendesk Explore makes it easier to find them in the Reports library. You can create tags like 'Tickets' or 'Articles' to categorize your reports. Only Explore admins can create tags, but any user with Editor or Admin…
Can I delete multiple reports at once in Zendesk Explore?
Yes, you can delete multiple reports at once in Zendesk Explore. To do this, enable the checkbox next to each report you want to delete in the report builder. Then, click Delete below the list of reports and confirm your action. Keep in mind that…
How do I export a report in Zendesk Explore?
Exporting a report in Zendesk Explore allows you to create a CSV, image, PDF, or Excel file of your report. This is done from within the report builder. Note that exporting a report does not save it to the Reports library. When exporting as a CSV,…
How can I rename a report in Zendesk Explore?
Renaming a report in Zendesk Explore is simple. You can do this directly in the Reports library by entering a new name in the Name column of the report builder. Alternatively, while in a report, you can change its name in the Report name text box…
What is the purpose of reloading a report in Zendesk Explore?
Reloading a report in Zendesk Explore resubmits all of the report's calculations behind the scenes. This can be particularly useful when working with complex or custom metrics, as it ensures the most up-to-date data is displayed. Reloading is…
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