Navigating the Explore Interface - Frequently asked questions
Frequently asked questions
What are the main components of the Zendesk Explore interface?
The Zendesk Explore interface is primarily composed of the top toolbar and the sidebar. The top toolbar helps you navigate Explore and switch to other Zendesk products, offering features like search, product tray, and user profile access. The…
How do I use the top toolbar in Zendesk Explore?
The top toolbar in Zendesk Explore is your navigation hub. It displays your current location within Explore, offers a search function to find reports, dashboards, and datasets, and provides access to other Zendesk products and your user profile….
What can I do with the sidebar in Zendesk Explore?
The sidebar in Zendesk Explore is a powerful tool for editors and admins, providing access to the dashboards, reports, and datasets libraries, as well as settings. While viewers can only access the dashboards library, editors and admins can create,…
What are Explore libraries in Zendesk?
Explore libraries in Zendesk are where you manage your dashboards, reports, and datasets. When you open Explore, you start in the Dashboards library, and if you're using Explore Professional or Enterprise, you can switch to the Reports and Datasets…
How do I create and customize reports in Zendesk Explore?
In Zendesk Explore, editors and admins can create and customize reports using the Report Builder. This tool allows you to add metrics and attributes, use pivot tables, and customize your report's visualization and configuration. The Report Builder…
What features does the Dashboard Builder offer in Zendesk Explore?
The Dashboard Builder in Zendesk Explore allows editors and admins to create, customize, and share dashboards. It includes a toolbar for customization, options for renaming and managing tabs, and a dashboard area for adding widgets and information….
How can I manage datasets in Zendesk Explore?
In Zendesk Explore, editors and admins can manage datasets in the Datasets library. You can create and edit datasets, which serve as the basis for your reports. This feature is particularly useful for testing and modifying data to suit your…
What admin settings are available in Zendesk Explore?
Zendesk Explore offers admin settings for Professional and Enterprise users, accessible through the Settings menu. These settings include managing dataset access, sharing options, and formatting preferences like chart colors and export settings….
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