How do I report in Zendesk?

How do I report in Zendesk?

Creating a new custom report

  1. Click the Reporting icon ( ) in the sidebar, then click the Insights tab.
  2. Click GoodData in the upper-right corner.
  3. Select Report in the toolbar.
  4. Click Create Report. You will automatically be redirected to the Report Editor.

How do I use dashboard in Zendesk?

Open or create a query in Query builder. Click Save > Add to dashboard. To save to a new dashboard, select a new dashboard, and then enter your dashboard’s name. If you want to save to an existing dashboard, select an existing dashboard, then choose the dashboard you want.

How do I create a report in zendesk explore?

How to create the report in Explore

  1. In Explore, click the query icon ( ) .
  2. In the Queries library, click New query.
  3. On the Choose a dataset page, click Support > Ticket updates > Support: Ticket updates, then click New query.
  4. Next, add your metrics, the things you want to measure.

What is zendesk explore professional?

Zendesk Explore for reporting and analytics is designed to help you analyze, understand, and share your business information. Explore provides powerful, built-in reports that help you to view and analyze key information about your customers, and your support resources.

Does zendesk have a knowledge base?

Known as Zendesk Guide That’s why a smart knowledge base plays a big part in your customer experience strategy. Our help center software organizes knowledge and empowers customers and agents with that information.

How do I extract reports in Zendesk?

Click the Admin icon ( ) in the sidebar, then select Manage > Reports. If necessary, click the Export tab to display data export options. Some legacy versions of Zendesk show export options on a separate tab. Note: You will not see the export option unless you have contacted us to enable data export.

How do I customize my Zendesk dashboard?

Example: Customize a widget

  1. Open your dashboard in Dashboard Builder.
  2. Click on your widget.
  3. On the top toolbar, click the Widget options menu to customize the widget.
  4. Click the Rounded edges icon to round the border’s edges.
  5. Click the Widget header menu to customize the header.

What is the Zendesk dashboard?

A Zendesk dashboard helps the customer service to monitor, analyze and optimize the ticket system, as well as all relevant customer support processes. Zendesk is a cloud-based help-desk solution used by more than 200,000 companies worldwide as a support ticket system for effective customer service management.

What is zendesk message?

Zendesk messaging allows you to deliver rich, modern, and automated conversation experiences on your websites and mobile apps. Conversation history in the Agent Workspace provides agents with additional context required to respond to customers.

What is zendesk Productivity Pack?

Answer. The Productivity Pack add-on brings you the following features: The ability to create multiple ticket forms for your requests. The ability to hide and show ticket fields in your requests when specific fields are selected.

Does zendesk have a customer portal?

Zendesk’s online customer requests portal helps customers keep track of activities that matter the most. Customers can check the status of their support requests, review updates to their knowledge base and community contributions, and track content they’re following—all from a single location.

What is similar to Zendesk?

The Best Rated Zendesk Alternatives & Competitors

  • Helpjuice.
  • Sharepoint.
  • Help Scout.
  • Freshdesk.
  • Intercom.
  • LiveAgent.
  • HappyFox.
  • Groove.

What’s the purpose of a dashboard in Zendesk?

In Explore, a dashboard is a customizable space to share information about your Zendesk products. Dashboards enable you to add, arrange, and present your reports just how you want. In this article, you’ll learn some of the basic features of Explore dashboards, and see some examples of how you can use them.

How does Zendesk reporting help improve customer service?

“The visibility that the Zendesk reporting solution brings has helped us improve our support operations tremendously—we’re now able to surface problem areas from our tickets, quickly fix routing rules, and identify training opportunities for our team.” Customer service is hard. Zendesk makes it easier.

Which is the best dashboard for customer support?

It enables the customer support to take advantage of data-driven decisions by summarizing KPIs in one central place. Let’s take a look at these 3 Zendesk dashboard examples: Daily Operational Zendesk Dashoard – Zendesk KPI Dashboard – Support Team Performance Dashboard.

How does the SLA reporting dashboard work for You?

This dashboard breaks down your SLA metrics by policy, time, and status, so you can identify problem areas. Note: You must have set up SLA policies to use the SLA reporting dashboard (see Defining and using SLA policies ).

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