Reporting and analytics admin questions
Articles that help understand the basic concepts of reporting and analytics with Explore. Articles about migrating from Insights to Explore, general settings, access and licensing, datasets availability, data syncs, and other miscellaneous topics.
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What data makes up my report or dashboard?
Question I created a report and want to double-check the data it's showing. I want to know what ticket numbers, call ... -
Why are my Explore reports cut off or missing at the bottom of my exported or scheduled dashboard PDF's and images?
Question Why are my reports cut off or missing at the bottom of my exported or scheduled Explore dashboard PDFs and i... -
Can I export just one tab of an Explore dashboard?
Question In Explore, can I export just one tab of a dashboard instead of the whole dashboard? Answer Yes, you can use... -
Will my custom dataset still receive updates from Zendesk?
Question If I create a new dataset, does the dataset sync on the same interval as the default datasets? Answer Yes. ... -
Do I have to purchase the same number of agent licenses for Support and Explore?
Question I don't need all of my agents to use Explore. Do I have to purchase the same number of licenses for both pro... -
Can I share reports with people outside of Zendesk?
Question Can I share Explore reports with users outside of Zendesk? Answer No, this is not possible. However, you can... -
What language will my Explore report be displayed in?
Question Can my Explore report be displayed in different languages to different users? Can I change the language of m... -
How can I start using Explore?
Question How can I get started with Explore? Answer The video below walks you through a complete overview of the elem... -
When is my Support ticket backlog data available in Explore?
Question When is the Support ticket backlog data available in Explore? Answer Explore collects backlog information e... -
Why don't I see an agent's current work items when I drill into a live metric?
Question When I try to see the items of an agent’s current work by drilling into a live metric, I get a message that ... -
When did my data last sync in Explore?
Question When did my data last synchronize in Explore? Answer You can verify the time your data was last refreshed in... -
How can I automatically email my Explore report?
Question I have an Explore report that I want to share with people by email. How can I automatically email my reports... -
Can I report on the number of tickets with attachments in Explore?
Question Can I report on the number of tickets with attachments in Explore? Answer No, there isn't a metric or attrib... -
Can I migrate reporting data from one Zendesk instance to another?
Question Can I migrate reporting data from one Zendesk instance to another? Answer Migrating reporting data between Z... -
Why do I see a difference between the data I get through APIs and the results from my Explore reports and dashboards?
Question Why do I see a difference between the data I see using APIs and Explore? Answer You might see a difference b... -
Why do Explore vote metrics differ from article votes?
Question Why do Explore metrics from the Knowledge base dataset, for example, Article upvotes, show different figures... -
Why don’t I see the Live data (including Messaging) dashboard in Explore?
Issue I recently set up messaging, but I don’t see the Live data (including Messaging) prebuilt dashboard in Explore.... -
Why does overall sum remain consistent, even when sorting by the top or bottom attribute?
Question In Explore, I added a total to a report with a top/bottom filter. Why does the overall sum remain consistent... -
Why is my prebuilt Chat dashboard empty on Explore?
Question My agents message customers daily from Support tickets. However, my Chat dashboard shows no data. How is tha... -
How can I change the status of my agents?
Question How can I change the status of my agents? Answer An admin or a user with permission can change the status of... -
Where can I grant agents access to Explore?
Question How do I grant access to Explore? Answer See the video below for a walkthrough of how to grant access to Exp... -
How can I export all tabs from a dashboard?
Question In Explore, I'd like to export all the tabs from my dashboard. How can I proceed? Answer In dashboards, you... -
How are tickets created from article searches captured?
Question How are tickets created from article searches captured? Answer The Ticket Created metric is related to the h... -
Why can't I create reports or dashboards in Zendesk Explore?
QuestionWhy can't I create reports or dashboards in Zendesk Explore?AnswerThe reason why you can't create reports or ... -
Why can't a Talk Team lead view calls in the Talk live dashboard?
QuestionWhy can't a Talk team lead view calls in the Talk live dashboard?AnswerAccess to the Talk dashboard depends o... -
Which time zone does Zendesk Explore use?
Question Which time zone does Zendesk Explore use? Answer Explore uses the Timezone in the user profile. This timezo... -
Can I see the number of times my agents have viewed a report in Explore?
Question Can I see the number of times my agents have viewed a report in Explore? Answer It is not possible to track ... -
Do deleted brands remain in Explore reports?
Question I am planning on deleting some brands. Will the brands still show up in Explore or will they revert to the d... -
How do I access Explore?
Question I am new and unsure where I go to open Explore. Where is Explore located? Answer You can get to Explore fro...