Zendesk

Zendesk is a customer support and ticketing software for seamless service experiences.

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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

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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.

Last update

March 2, 2026

Tutorials