To replicate the Satisfaction tab reports in Zendesk Explore, you need to create two custom reports and use some pre-built reports. First, ensure you have Zendesk Explore Professional or Enterprise and the necessary permissions. Then, create a 'Surveys sent' report by selecting the 'Support - Tickets' dataset and adding the 'Surveyed satisfaction tickets' metric. Next, create a 'Feedback' report with metrics like 'Rated satisfaction tickets' and attributes such as 'Assignee name' and 'Ticket satisfaction rating'. Finally, add these reports to a new dashboard along with default reports from the pre-built support dashboard.
For more detailed steps, you can refer to the originalZendesk help article.
The skill level required to replicate the Satisfaction tab reports in Explore is considered 'Moderate'. This means that the process involves creating some custom metrics and attributes, which is a step above simple tasks. It requires familiarity…
To create a 'Surveys sent' report in Zendesk Explore, start by clicking the reports icon and selecting 'New report'. Choose the 'Support - Tickets' dataset and click 'Start report'. In the Metrics panel, add the 'Surveyed satisfaction tickets'…
To create a 'Feedback' report in Zendesk Explore, first ensure you have a custom attribute for clickable ticket ID links. Then, click the reports icon and select 'New report'. Choose the 'Support - Tickets' dataset and click 'Start report'. Add the…
To create the Satisfaction dashboard in Explore, you'll need the following default reports from the pre-built support dashboard: 'Satisfaction score', 'Good satisfaction tickets', 'Bad satisfaction tickets', and 'Satisfaction rated ratio'. These…
To customize the appearance of your Zendesk Explore dashboard, you can add data filters such as 'Time filter', 'Ticket satisfaction rating', and 'Ticket satisfaction comment'. These filters allow you to refine the data displayed on your dashboard….
To add clickable ticket ID links in a Zendesk Explore report, you need to create a custom attribute. This involves defining a calculated attribute that formats ticket IDs as clickable links. Once created, you can add this attribute to your report,…