Activating Explore is the first step to start using Zendesk's reporting and analytics features. To activate Explore, open the product tray from any Zendesk product and click on Explore. This will take you to the activation page where you can click 'Activate' to begin the setup process. This might take up to two hours, but usually, it's quicker for new accounts. Once activated, you'll receive a notification, and you can start exploring your data. If you need to give other agents access, make sure to read the guide on giving agents access to Explore.
Prebuilt dashboards in Zendesk Explore are ready-made collections of reports designed to help you quickly understand your data. These dashboards are created by Zendesk and can be accessed once Explore is activated. For example, the Zendesk Support…
Creating a custom report in Zendesk Explore allows you to tailor reports to your specific needs. To create a custom report, click the reports icon in Explore, then 'New report'. Select a dataset, such as 'Support - Tickets', and start building your…
Creating a dashboard in Zendesk Explore allows you to compile multiple reports into one view. To create a new dashboard, click the Dashboards library icon and select 'New dashboard'. You can then add reports, like the 'One-touch tickets by date'…
Sharing a dashboard in Zendesk Explore is a great way to collaborate with your team. To share a dashboard, open it and click 'Share'. On the Share dashboard page, select the people or groups you want to share it with. You can filter the list by…