How to create a copy of a default dataset in Zendesk Explore
Here is how to create a copy of a default dataset in zendesk explore
- First in Zendesk Explore, click on the "Datasets" icon in the left sidebar
- Then click on "New dataset" button in the top right corner
- Next on the "Select a source" page, choose a product source from the source options
- Under "Select a dataset", select the default dataset that you want to make a copy of
- Click on the "Display name" field
- Then enter a name for your new dataset
- Finally, click on the "Done" button in the top right corner
- The report builder opens using the dataset you just created. You can begin to create a report
- You can verify that the new dataset has been successfully created by checking the datasets list
Why should you create a copy of a default dataset in Zendesk Explore
Zendesk is a powerful platform designed to enhance customer service experiences.
Creating a copy of a default dataset in Zendesk Explore allows you to customize your reporting strategies. This feature offers flexibility, enabling users to modify and expand datasets according to specific business needs without altering the original data.
By leveraging this capability, teams can focus on diverse metrics and insights, tailoring the data to inform better decision-making. Ultimately, this enhances efficiency and supports informed business strategies.
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