Zendesk Explore resources for reporting and analytics

This article contains the resources you need to set up and use Zendesk Explore, including documentation, blogs, and community tips.

Tip: See the tips, community and training section below for more information on our Explore training, which is now free.

Click on one of the plan buttons below to see features for each level of Explore plan.

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Lite   Professional   Enterprise

Explore Professional features are grouped into the following categories:

Introduction
Moving from Insights to Explore
Explore basics
Explore configuration
Viewing and Using Dashboards
Dashboard creation
Publishing and sharing dashboards
query creation
Query customization
Creating formulas
how to do calculations
Guidance and problem solving
Explore recipes
Tips, community and training
Introduction
Explore Quick Start Guide
Getting started with Zendesk Explore for reporting and analytics
Getting started with Explore: step by step
Learn more about Explore with eBooks
Reporting assessment and analytics in your Zendesk Suite trial
Welcome to Explore for reporting and analysis purposes

Introduction to predefined dashboards
Introduction to the Explore interface
Introduction to creating queries
Introduction to creating dashboards
Introduction to query modification
Introduction to sharing dashboards
Introduction to custom metrics and attributes
Moving from Insights to Explore
Resources for moving from Insights to Explore
Moving from Insights to Explore
Frequently asked questions about moving from Insights to Explore
Getting started with Explore and comparing with Insights
Goodbye to Insights

Re-creating and sharing your Insights reports in Explore
Explore Learning for Insights Users
Explore plans comparison with Insights
Discrepancies between Explore and Insights
Insights terminology reference for Explore
Explore basics
Zendesk Explore resources for reporting and analytics (this article)
Monitoring the effectiveness of remote support during the COVID-19 pandemic
Explore FAQ: Understanding Explore Enterprise
About Zendesk Explore plan types

Data refresh intervals for Explore plans
Explore FAQ: General, Activation and Billing
Explore FAQ: Using Explore
Explore FAQ: Learning and Community
Zendesk Explore Glossary
Explore configuration
Supported Browsers for Explore
Granting Agents Access to Explore
Allowing Network IP Addresses for Explore
HIPAA considerations when using Zendesk Explore

Understanding Explore User Roles
Setting editor and administrator permissions for custom datasets
Explore dashboards cloning
Explore resources for compliance with privacy and data protection laws
Start of week setup for reports and filters
Viewing and Using Dashboards
Zendesk Support dashboard overview
Zendesk Guide dashboard overview
Zendesk Talk dashboard overview
Zendesk Chat dashboard overview
Explore real-time dashboard overview
Zendesk Sell dashboard overview (Beta)
Zendesk Answer Bot dashboard overview

Viewing shared dashboards
Interaction with panels
Previewing widgets as a presentation
Understanding discrepancies between the Talk Live Calls panel and the Explore Live Dashboard
Understanding discrepancies between Guide and Google Analytics data in Explore
Dashboard creation
Working with the new Dashboard Builder (beta)
Dashboard creation
Adding queries to dashboards
Adding and Arranging Dashboard Widgets
Adding interactive dashboard widgets
Best practices for using dashboard filters
Dashboard customization

Working with dashboard markers
Working with panel tabs
Adding Alert Thresholds to Explore Live Data Widgets
Adding live data and filter widgets to dashboards
Live data widgets for Explore dashboards
Real-time data caps for Explore dashboards
Widget presentation configuration
Publishing and sharing dashboards
Configuring Dashboard Sharing Permissions in Explore
panel sharing
Sharing dashboards outside of Zendesk
Dashboard delivery schedule

Scheduling dashboard deliveries with end users
Disabling dashboard and query interactivity
Customizing Dashboards with URL Parameters
query creation
Understanding Explore datasets
Zendesk Support metrics and attributes
Zendesk Guide metrics and attributes
Zendesk Chat metrics and attributes
Zendesk Talk metrics and attributes
Zendesk Sell metrics and attributes
Metrics and attrition
Zendesk Answer Bot buttons
query creation
Adding metrics and attributes to queries

Reports on user and organization data
Analyzing agent actions on ticket with Explore
Reports with tags
Reports with custom fields
Understanding Ticket Channels in Explore
About Support's native time duration metrics
Use of mean or median aggregators
Editing dates and date ranges
Choice of metric aggregators
Defining visible and default aggregators for a metric
Interaction with queries
work with queries
Working with datasets
Query customization
View types reference
Query editing
Query customization
Editing metrics and attributes
Working with query filters
Changing the results format
Organization of results
work with tables
Working with the data description feature

Using stacked charts to display results
Using drillthrough to refine your queries
Chart types for comparing trends over time
Chart types using metrics as axes
Chart types for metrics comparison
Chart types for category comparison
Chart types for workflow display
Chart types for comparing values ​​with total results
Creating formulas
Formula creation features
Explore functions reference
Explore formulas creation

Working with aggregation-level functions
Work with the oldest and newest date functions
Using the IF THEN ELSE function
Adding Multiple Conditional Expressions with SWITCH
how to do calculations
Calculation types reference
Adding calculated time and date metrics
Creating an upper/lower value filter
Organization of values ​​by groups and sets
Use of result metrics calculation
Using result path calculations
Analysis with “What if?” variables

Creating standard calculated metrics and attributes
Using forecasting to predict outcomes
Inclusion of totals in results
Metric result range selection
Inclusion of fixed calculated metrics
Hiding rows and columns
Defining the order of result handling
Guidance and problem solving
Explore Guidance and Troubleshooting
How often is my Zendesk data synced to Explore?

What time zone does Explore use?
How do I arrange the months in chronological order in my queries?
Explore recipes
Explore recipes reference

Explore recipes
Tips, community and training
Ask a question or a suggestion

Zendesk training courses for Explore