The Explore calculations menu might be locked if two editors are working on different reports within the same dataset. Only the first person who opened a report can access the Calculations menu. Once they close the report, the menu becomes available to the next editor. To prevent conflicts, only one editor can edit the same report at a time.
You can control agent access in Zendesk Explore by using user roles and permissions. These features allow you to determine which agents can access Explore and the level of access they have. For more detailed information, you can refer to the…
Yes, light agents can access Zendesk Explore as long as they have the Viewer permission. This allows them to view shared dashboards. For more information, see the section on [Giving agents access to…
Yes, you can schedule report deliveries to people who don't have a Zendesk account if you are on an Explore Enterprise or Explore Professional (Legacy) plan. This feature allows you to share insights with external stakeholders. For more details,…
Data in Zendesk Explore reports is updated on a schedule that depends on your Explore plan. This ensures that your reports reflect the most current information available. For specific details on data refresh intervals, refer to the section on [Data…
To find the metrics and attributes needed for writing your own reports in Explore, you should refer to the article on Understanding Explore datasets. This resource provides comprehensive details about all the data available for report creation.
Yes, you can use custom ticket fields in Zendesk Explore reports. Explore synchronizes ticket, user, and organization custom fields, allowing you to include this data in your reports. For more information, see the section on [Reporting with custom…
You can create reports based on ticket tags in Zendesk Explore. This feature allows you to categorize and analyze tickets using tags. For detailed instructions and examples, see the section on [Reporting with…
If you or your agents can't see any dashboards in Zendesk Explore, it might be due to sharing settings or role permissions. Ensure that dashboards are shared with agents who have the viewer role. If you've just activated Explore and can't see…
If your Explore report returns only partial results, it might be due to the 50,000-row limit set to prevent performance issues. To resolve this, consider using filters to limit the results returned. For more information, see the section on [Adding…