Some basic tips for migrating reports from Insights to Explore
Hi everyone, I’m Rob Stack and I’m a Senior Technical Writer on the Zendesk docs team. Much of my time is taken up working on documentation for Explore and my aim is to make it as easy for you to learn about as possible.
I recently did a short presentation for an Insights to Explore best practices Q and A and I thought I'd post a summary of it here for reference.
In this presentation, we’ll examine a simple Insights report, and then create the same report in Explore. Then, we’ll point you to a bunch of resources that can really help you get started with Explore.
So, let’s pick a simple report. I want to know how many tickets were created from each channel (like Talk, Chat, Email, etc.) this month. I have this report in Insights and want to recreate it in Explore. But first …..
STOP!
Before you get started, there’s something you should check. Explore has a whole bunch of pre-built reports and it’s possible the report you want alre