How To Create Reports In Zendesk Explore

How To Create Reports In Zendesk Explore

  1. Log In: Access your Zendesk account.
  2. Navigate to Explore: Click on the Explore icon in the sidebar.
  3. Select a Dashboard: Choose an existing dashboard or create a new one.
  4. Click on Reports: Go to the "Reports" section to start creating.
  5. Choose a Dataset: Select the dataset relevant to your reporting needs.
  6. Create a New Report: Click on "New report" to begin.
  7. Add Metrics: Drag and drop metrics you want to analyze.
  8. Apply Filters: Use filters to narrow down your data.
  9. Customize Visualization: Choose how you want your data displayed (charts, tables, etc.).
  10. Save Your Report: Click "Save" to keep your report for future use.
  11. Share Your Report: Use the sharing options to distribute your report to others.