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Permissions Required for Zendesk Explore Reporting

Discover the necessary permissions to create reports in Zendesk Explore. Ensure you have the right access to get started.

What permissions are needed to create a report in Zendesk Explore?

To create a report in Zendesk Explore, you need to have Editor or Admin permissions. These permissions allow you to access and modify reports within Explore. Additionally, you must have Zendesk Explore Professional or Enterprise, as well as access to ticket, user, and organization data in Zendesk Support. If you need to adjust permissions, refer to the guide on giving agents access to Explore.


More related questions

How can I display organizations with no tickets in Zendesk Explore?

To display organizations with no tickets in Zendesk Explore, you need to create a custom report. Start by opening Explore and clicking the reports icon. In the Reports library, select 'New report' and choose the 'Support - Tickets' dataset. Add the…

How do I handle syntax errors in Zendesk Explore formulas?

If you encounter syntax errors in Zendesk Explore formulas, it might be due to incorrect attribute names or locale settings. Ensure that the attribute names are spelled correctly and match the locale settings of your account. Use the autocomplete…

Can I filter organizations with no urgent tickets in Zendesk Explore?

Yes, you can filter organizations with no urgent tickets in Zendesk Explore by creating a custom metric. Use the formulaIF [Ticket priority]="Urgent" THEN [Ticket ID] ENDIFto count urgent tickets. Add this metric to your report alongside the…

How can I apply date filters to reports in Zendesk Explore?

To apply date filters to reports in Zendesk Explore, use native date attributes like 'Ticket created - Date'. You can slice or filter the data by these attributes to focus on specific timeframes. If you're having trouble, try using a calculated…

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