Introduction.
Zendesk Explore is a powerful tool that allows businesses to analyze their customer support data and generate insightful reports. Customizing reports in Zendesk Explore can provide deeper insights tailored to your specific business needs. In this beginner's guide, we'll walk through the steps to customize reports in Zendesk Explore, empowering you to harness the full potential of your customer support data.
Getting Started with Reports!
Step 1: Accessing Zendesk Explore.
- Firstly, log in to your Zendesk account and navigate to the Explore tab.
- If you don't have access to Zendesk Explore, contact your Zendesk administrator to grant you the necessary permissions.
Step 2: Creating a New Query Once in Zendesk Explore.
- Click on the "Queries" tab and then select "New Query" to create a new report.
- Choose the dataset you want to analyze, such as tickets, users, or organizations.
Step 3: Defining Metrics and Attributes Next.
- Select the metrics and attributes you want to include in your report.
- Metrics are the numerical data points you want to analyze, such as ticket count or resolution time.
- Attributes are the categories by which you want to segment your data, such as ticket status or agent name.
Step 4: Adding Filters.
- To narrow down your report to specific criteria, add filters.
- Filters allow you to focus on particular subsets of your data, such as tickets from a specific time period or assigned to a particular group.
Step 5: Customizing Visualizations.
- Choose the type of visualization that best represents your data.
- Zendesk Explore offers various visualization options, including bar charts, line charts, and pie charts.
- Experiment with different visualizations to find the most effective way to communicate your insights.
Step 6: Adding Calculations (Optional).
- If you want to perform calculations on your data, such as averages or percentages, you can add calculations to your report.
- This can provide additional insights into your customer support performance.
Step 7: Saving and Sharing Reports.
Once you're satisfied with your customized report, save it for future reference. You can also share your report with colleagues or stakeholders by clicking on the "Share" button and selecting the desired sharing options.
Conclusion.
Customizing reports in Zendesk Explore is a valuable skill that enables businesses to gain deeper insights into their customer support data. By following the steps outlined in this guide, beginners can create customized reports tailored to their specific business needs, facilitating data-driven decision-making and improving overall customer satisfaction.
Experiment with different metrics, attributes, filters, and visualizations to uncover actionable insights that drive business success. Happy Learning!
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