Zendesk Explore, Actually Used
Zendesk Explore can answer almost any question about your support operation. That's exactly why most teams never get past the prebuilt dashboards.
The Zendesk Explore mental model
Explore is built on datasets, and picking the right one is most of the battle. Support Tickets answers questions about tickets. Support Updates answers questions about what happened to them over time. Ask the two a question that sounds identical and you'll get two different answers.
On top of a dataset you add metrics (what you're counting), attributes (how you slice it) and filters (what you exclude). A report that looks wrong is rarely a broken metric. It's the wrong dataset, or a filter you forgot.
The five reports worth building
Where the numbers lie
Duplicate tickets distort every one of those reports, and in different directions. That's why the dashboard so often feels impossible to act on.
Filter out tickets tagged closed_by_merge in your standard reports. It's a one-line change, and it moves every number closer to true.
Frequently asked questions
Is Zendesk Explore the same as Zendesk reporting?
Explore is the product; Zendesk reporting is what people call the job. Zendesk analytics beyond the prebuilt dashboards means building Explore reports, and the prebuilt Zendesk reports cover more than most teams realise before they start.
Which Zendesk Explore dataset should I use?
Support Tickets for the current state of tickets, Support Updates for what happened over time. Most confusing results come from asking a time-based question of the tickets dataset. That's the whole trap.
Can Explore report on duplicate tickets?
Only on the ones already merged, via the closed_by_merge tag. Duplicates that were never caught don't exist as far as Explore is concerned.
Make the dashboard tell the truth
Remove duplicates and volume, cost per ticket and first contact resolution all start describing what actually happened.
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