How to Create Reports in Zendesk Explore
- George Apostolov
How to Create Reports in Zendesk Explore: step-by-step guide
Under the Reports tab, click 'New Report' at the top-right corner.
Select the specific dataset you prefer to use for the report and then click 'Start Report' afterwards.
Configure the dataset settings based on your preferences. Simply click 'Add' to start the configuration.
One by one, select the dataset values you want to include in the report. Once done, click 'Apply' to proceed.
Finally, click the 'Save' button at the top-right corner and access your report afterwards from the main dashboard of Zendesk Explore.
Quick answer: To create reports in Zendesk, navigate to the Reports tab and click New Report. Select your preferred dataset, configure the settings, and choose the dataset values you want to include. Apply your changes and click Save at the top-right corner to access your new report from the main dashboard.
About this Zendesk tutorial
Build custom reports in Zendesk by selecting datasets, configuring settings, choosing values, and saving to your main dashboard. This guide shows how to create Reports in Zendesk Explore in 5 steps, starting with "Under the Reports tab, click 'New Report' at the top-right corner" and finishing with "Finally, click the 'Save' button at the top-right corner and access your report afterwa...". The interactive demo above is a click-through copy of the real Zendesk interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to create Reports in Zendesk Explore?
5 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Zendesk data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Zendesk. Related guides: How to Delete a Label in Zendesk Articles, How to Delete a Ticket in Zendesk and How to Delete Articles in the Zendesk Help Center. Last reviewed 05 Oct 2026.
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