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How to edit a report in Zendesk Explore

Here is how to edit a report in zendesk explore

  1. First in Zendesk Explore, click on the "Reports" item in the left sidebar
  2. Then click on the report you want to edit from the list
  3. Now, start making you changes. In the left sidebar, add or change metrics, columns, rows, and filters as needed
  4. Click on the "Visualization type" menu in the right sidebar
  5. Choose the type of chart or visualization you want for your report (e.g., bar chart, table, Column, etc.)
  6. Click on the "Result manipulation" option. This will allow you to change the way your data is presented or calculated within the report
  7. If you want to apply custom calculations or new metrics, click the "Calculations" button to add or modify calculated fields based on your dataset
  8. Then click on "Chart configuration" to make further adjustments to your chart’s appearance or behavior, such as adjusting the axes, colors, or labels
  9. Finally once done, click on the "Save" button in the top toolbar to save the changes

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Why should you edit a report in Zendesk Explore

Zendesk is a powerful customer service platform aimed at enhancing support capabilities through efficient communication tools.

Editing a report in Zendesk Explore empowers users to customize data for deeper insights. This feature enriches your reporting with tailored metrics and filters.

This customization is crucial for businesses aiming to identify trends and improve decision-making. Personalizing reports not only saves time but also ensures more accurate and relevant data interpretation.

Ultimately, editing reports in Zendesk Explore supports growth by delivering actionable intelligence.

Last update
March 2, 2026
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