Saving and Naming Reports in Zendesk Beta
How do I save and name a report in the Zendesk beta report builder?
Naming and saving your report in the Zendesk beta report builder ensures your work is not lost.
To save a report, click the pencil icon in the top left to give your report a descriptive name, then click the checkmark. Optionally, you can add the report to your favorites by clicking the star icon. Finally, click Save in the top right. This process secures your report in the Reports library for future access and sharing.
More related questions
How do I start a new report in the Zendesk beta report builder?
Starting a new report in the Zendesk beta report builder is simple and straightforward. You can initiate a report from the Reports library or directly from within an existing report. To start a report, click the Reports icon in Explore to open the…
How can I add metrics to a report in the Zendesk beta report builder?
Adding metrics to your report in the Zendesk beta report builder is essential for quantifying your data. Metrics are values like the number of tickets or customer wait times. To add a metric, ensure the Metrics tab is selected in the leftmost…
What are attributes and how do I add them to a report in Zendesk?
Attributes in Zendesk's beta report builder help you slice your data by non-quantifiable values, such as ticket ID or assignee names. To add attributes, select the Attributes tab in the leftmost column. You can search, sort, or filter to find the…
How do I change the visualization of a report in Zendesk's beta report builder?
Changing the visualization of your report in Zendesk's beta report builder can help you better understand your data. By default, reports are rendered using the Table visualization. To change this, hover over the Suggested bar to the right of the…
How can I filter a report in the Zendesk beta report builder?
Filtering a report in the Zendesk beta report builder allows you to control which values are included in your report. To filter, select the Attributes tab and find the attribute you want to use. Drag it into the Filters panel or click the plus icon…
Can I export reports from the Zendesk beta report builder?
Yes, you can export reports from the Zendesk beta report builder in various formats. To export a report, click the Export report icon in the top-right. In the Export report window, choose from formats like CSV, Excel (formatted), PNG, or PDF. Note…
How do I delete a report in the Zendesk beta report builder?
Deleting a report in the Zendesk beta report builder is straightforward if you no longer need it. To delete a report, click the options menu in the top-right of your report and select Delete. If the option isn't visible, it means the report hasn't…
How can I set the beta report builder as the default in Zendesk?
You can set the beta report builder as your default report building experience in Zendesk Explore. To do this, open the beta report builder and select 'Use beta for all reports' in the bottom-right. This setting ensures that the beta report builder…
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