How to Generate Reports in Zendesk Easily 2026
By Impran M NLast checked against official docs
Zendesk gives you two places to look at numbers. The real-time monitoring home shows what is happening in your queues right now.
Explore, the analytics workspace, is where you build a report that answers a specific question over a date range you choose. This guide starts with the live view, then builds a custom Explore report: pick a dataset, add a metric, slice it by attributes, filter it, save it, and put it on a dashboard that can be emailed on a schedule.
Two limits trip people up. Creating reports needs a Professional plan or higher plus an Admin or Editor role in Explore, and a report you don't explicitly save is simply gone when you leave the page.
Before you start
- A Zendesk Suite or Support plan at Professional, Enterprise or Enterprise Plus (Zendesk lists these as the plans that can create reports)
- An Admin or Editor role in Explore; viewers can open reports but cannot build or store them
- Some ticket and agent data already in Zendesk Support, or the report will come back empty
01Check the real-time monitoring home first
Open the Zendesk products menu in the top bar and choose Analytics, then click the real-time monitoring home icon. The page groups live counts into Queues, Tickets and Agents: tickets waiting in queue, tickets opened in the last 24 hours, and available agents, each split by Email, Messaging and Voice.
Trend charts below track average time to first assignment, solved tickets and average full resolution time. The refresh rates differ by element.
Zendesk documents KPIs and tables as refreshing every 20 seconds, while charts covering the last several hours or days refresh once a minute. These dashboards are read-only, so you can filter them but not add your own metrics.
If your question is "what is happening right now", you may not need Explore at all. From here, View opens the Incoming tickets, Ticket progress or Agent productivity dashboard.

02Start a new report and choose a dataset
For a custom date range, a single agent, or a trend over weeks, go to Reports inside Analytics and click New report. Explore asks which dataset to use.
Support > Support - Tickets covers most ticket-volume and resolution questions, so pick it and click Start report. The report builder opens on an empty canvas with the dataset name in the top-left corner.
Explore's own empty state lays out the sequence: select metrics, slice by attributes and filters, choose a visualization, then save and add the report to a dashboard. You can also start a report from the Dataset library (hover the dataset, open its settings icon, choose New report from this) or from inside a dashboard in edit mode.

03Add a metric, then slice it with attributes
A metric is the number being counted: tickets, replies, first reply time. At least one is required.
Click Add under Metrics, tick the ones you want, and click Apply. Several metrics can sit on one report, so unassigned unsolved, assigned unsolved and total unsolved tickets can share a single chart.
Attributes decide how that number is broken up. Put a date attribute such as Ticket created - Date in Columns to plot the metric over time, and a category such as Assignee name in Rows to get one series per agent.
Explore also has an Explosions panel, which splits the result into a separate chart per value. If you don't type a report name, Explore generates one from the metrics and attributes, and reading it back is a quick check that you built what you meant to.

04Filter the data and pick a chart type
Add attributes to the Filters panel to narrow the report, for example to the last 30 days or to one channel. A report with no date filter covers all the ticket history in the dataset, which is rarely what anyone wants on a weekly dashboard.
Explore picks a visualization automatically based on what you added. Switch it from the visualization type menu to a table, bar, line or one of the other types without touching the metrics underneath.
05Save the report
Click Save in the top-right corner. Reports don't save automatically, so closing the tab before saving discards the work. To make a variation of an existing report without overwriting it, use Save as new instead.
06Add it to a dashboard and schedule delivery
Open Dashboards, click New dashboard, then Add > Add report and pick the report you saved. Drag to position and resize it, add any other reports, and use Share to give Zendesk groups access.
Changes to a dashboard only become visible to others after you click Publish. From a dashboard you can edit, you can schedule it to be emailed to agents, admins or groups as CSV, Excel, PNG or PDF, for up to 12 months at a time.
Zendesk caps each email at 25 MB and suggests not sending Image and PDF together on large dashboards. Explore's data sync can take up to two hours, so Zendesk recommends scheduling a full-day dashboard for 2 AM or later.
When it doesn't work
There's no New report button, or the report can't be saved
Why: Your Explore role is Viewer, or the account is on a plan below Professional.
Fix: Ask a Zendesk admin to give you the Editor or Admin role in Explore. If the plan is the blocker, report creation needs Professional, Enterprise or Enterprise Plus.
Explore's numbers lag behind what the real-time home shows
Why: Explore's historical datasets sync hourly on Professional and Enterprise, while the real-time monitoring dashboards refresh every 20 seconds to a minute.
Fix: Use the real-time dashboards for same-hour questions and Explore for anything over a longer period. Don't expect the two to match minute for minute.
A scheduled dashboard arrives split into several emails
Why: The export exceeded Zendesk's 25 MB attachment limit, so it was sent in numbered parts.
Fix: Pick one format per schedule (avoid Image plus PDF together) or split the dashboard into smaller tabs.
Frequently asked questions
What's the difference between a metric and an attribute in Explore?
A metric is the number being measured, such as ticket count or first reply time. An attribute groups or filters that number, such as by assignee, channel or creation date.
Can Explore email reports automatically?
Yes, at the dashboard level. Anyone who can edit a dashboard can schedule it to agents, admins or groups in CSV, Excel, PNG or PDF. Sending to end users needs an Enterprise plan and the explore tag on each recipient's profile.
Why don't my Explore numbers match the live dashboard?
They refresh on different schedules. Explore's historical data syncs hourly, while the real-time monitoring dashboards update every 20 seconds (KPIs and tables) or every minute (charts).
I built a report and it disappeared. What happened?
Explore doesn't autosave. Click Save in the top-right corner before leaving the builder, or Save as new if you're editing a copy of an existing report.
Sources and last check
Screens and the report-builder layout come from the original walkthrough recording. Plan and role requirements, the New report and Start report flow, refresh rates, scheduling limits and the no-autosave behaviour were re-checked against Zendesk's official help centre in September 2026. That check corrected the earlier claim that the real-time trend charts refresh every 20 seconds (Zendesk documents one minute for charts) and added the Professional-plan and Editor-role requirements the previous version left out.
- Zendesk help: Creating reports
- Zendesk help: Getting started with Zendesk Explore, hands-on tutorial
- Zendesk help: Accessing the real-time monitoring dashboards
- Zendesk help: Understanding real-time dashboard limitations
- Zendesk help: Scheduling dashboard deliveries
- Zendesk help: Data refresh intervals for analytics
About the author

Impran M N
I've been hooked on technology for as long as I can remember — especially the new tools and AI apps that seem to land every other week. Easy Tech Tuts is where I write up whatever I've just worked out: I do the task in the real product, record the screen, and turn it into the guide I wish I'd found first.



