Zendesk

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

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zendesk.com

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How to create a report from a dashboard in Zendesk Explore

Here is how to create a report from a dashboard in zendesk explore

First in Zendesk Explore, click on the "Create dashboard" button in the top right corner
In the dashboard selection modal, select a template and click on "Select"
Next click the "+" button in the top right corner to add a new component
In the panel menu that appears, select "Report" under the Reporting data section
Click on the "+" icon in the reports panel to create a new reports
On the "Select a dataset" view, select the Zendesk product you want to create reports for
Next select a specific dataset within that Zendesk product
Click on "Start report" button in the bottom-right corner
In the left sidebar, add Metrics, Columns, Rows, Explosions, and Filters
Next give a title for your report by clicking on the title field
Then enter your desire title
Finally, click on "Save and add to dashboard" button in the top-right corner to save the new report
Your new report has been successfully created from the dashboard

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Why should you create a report from a dashboard in Zendesk Explore

Zendesk is a powerful customer support platform designed to enhance and streamline customer interactions.

Creating a report from a dashboard in Zendesk Explore allows users to derive actionable insights directly from the data they visualize.

By converting dashboards into reports, teams can focus on specific metrics and trends that matter, fostering better decision-making. This capability accelerates understanding of customer behavior and operational efficiencies.

Leveraging this feature ensures that your team remains aligned with strategic goals, improving overall customer experience.

Last update

March 2, 2026

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