- You want to display results only between certain dates.
- You want to restrict results to a certain group.
- You want to make a large report more manageable by restricting the results.
- Filtering by an attribute in the Filters panellets you filter your report results without adding the attribute itself to your report visualization.
- Filtering by an attribute in the Columns or Rows panellets you filter by selected values for attributes that do appear in your report visualization.
This article contains the following sections:
Filtering by an attribute in the Filters panel
When you add an attribute in theFilterspanel, you can control which report results are returned without adding the attribute itself to your report. Filtering this way is helpful if you want to narrow down your results, but you don't want to clutter the report with an unnecessary column or other data visualization.
To filter by an attribute in the Filters panel
In Explore,create a new reportoropen an existing one.
If necessary, add at least one metric.
In theFilterspanel, clickAdd.
From the list of attributes, select the one you want to filter your report by and clickApply.
Click the attribute you just added. The filter panel opens, showing you a list of all possible values for that attribute.
- Select the values you want to include in the report results. Only the first 100 values are shown in the list. To show more values if necessary, click the arrow next to theApplybutton.
Alternatively, if you're filtering by a date attribute, you can clickEdit date rangesto configure simple date ranges likeTodayorLast month, or more advanced date ranges like20 days in the past. With advanced date ranges, you can even add repeating patterns to return specific data based on your business reporting needs.
- ClickApply.
The report is filtered by the attribute values you selected in your filter. However, the attribute itself does not appear in your report visualization.
Example: Filtering tickets by creation date in the Filters panel
In this example, you'll add a count of all tickets and solved tickets, and then filter the results to show only tickets created last week. But the creation date attribute won't appear in your report visualization.
To create and filter the report
- Create a new reportusing theSupport - Ticketsdataset.
- In theMetricspanel, clickAdd.
- From the list of metrics, selectTickets>TicketsandTickets>Solved tickets.
- ClickApply. Explore displays the total number of tickets and the total number of solved tickets in your Support instance.
Now you'll add a filter to restrict the results to only show tickets created last week.
- In theFilterspanel, clickAdd.
- From the list of filters, selectTime - Ticket created>Ticket created - Date.
- ClickApply. You'll notice that the report results haven't changed. This is because you need to configure the filter to display only the values you want.
- In theFilterspanel, click theTicket created - Datefilter you just added.
ClickEdit date ranges.
- SelectLast weekand then clickApply.
The report results update to show only tickets and solved tickets created last week. Notice that theTicket created - Dateattribute doesn't appear in the report visualization because you added it in theFilters面板。
Filtering by an attribute in the Columns or Rows panel
When you add an attribute in theColumnsorRowspanel, you can also filter the report results by specific values for that attribute. Filtering this way is helpful if you want to narrow down your results by an attribute that already appears in your report visualization.
一个属性来过滤的列或行panel
In Explore,create a new reportoropen an existing one.
If necessary, add at least one metric and at least one attribute in either theColumnsorRows面板。
- Click the attribute you just added. The filter panel opens, showing you a list of all possible values for that attribute.
- Select the values you want to include in the report results. Only the first 100 values are shown in the list. To show more values if necessary, click the arrow next to theApplybutton.
Alternatively, if you're filtering by a date attribute, you can clickEdit date rangesto configure simple date ranges likeTodayorLast month, or more advanced date ranges like20 days in the past. With advanced date ranges, you can even add repeating patterns to return specific data based on your business reporting needs.
- ClickApply.
The report is filtered by the attribute values you selected in your filter, and the attribute itself appears in your report visualization.
Example: Filtering tickets by assignee in the Rows panel
在本例中,您将create a report that displays the assignee name and ticket status for all tickets in your Support instance. You'll then filter this report to show only tickets assigned to a specific team member.
To create and filter the report
- Create a new reportusing theSupport - Ticketsdataset.
- In theMetricspanel, clickAdd.
- From the list of metrics, selectTickets>Ticketsand then clickApply.
- In theRowspanel, clickAdd.
- From the list of attributes, selectAssignee>Assignee nameandTickets>Ticket status.
- ClickApply. Explore displays a table showing each assignee name and the number of tickets they have in each ticket status.
Now you'll filter on theAssignee nameattribute to include only a single team member in the results.
- In theRowspanel, click theAssignee nameattribute.
- In the filter panel, select the checkbox next to a team member's name. If the list of names is long, you can type the first few characters to narrow down the list.
- ClickApply.
Explore displays only tickets assigned to the team member you selected and the number of tickets in each status. Notice that theAssignee nameattribute does appear in the report visualization because you added it in theRows面板。
Other filter types
Another type of filter, themetric filter, enables you to set minimum and maximum values for your results. For more information, seeSelecting the metric result range.
You can also apply filters to your dashboards. When you do this, dashboard viewers can directly control the filters to modify the report. For more information, see the following two articles:
18 Comments
Hi I'm currently trying to separate tickets by its previous updates.
For example, I want to identify ticket IDs that have been updated to have a "High" priority at least once in its lifetime.
But other than that I also want to know every single update for each ticket IDs that meets that criteria.
Filtering with "Update Ticket Priority" or "Changes - New Value" to "High" would only show the updates that have "High" priority meanwhile as I said before, I also want to show all of the updates of the said ticket IDs.
Any tips on how I could perform such filter/selection?
Hi Alfine,
If I'm following your question correctly, I do have some ideas that can help!
For starters, you can create a standard calculated metric which will pull updates where the priority was set to high, like in the screenshot below. For more on building standard calculated metrics you can check out this article from our knowledge base:Creating standard calculated metrics and attributes
Next, you can create a second standard calculated metric like so:
This metric will show a 1 for every update that occurred on a ticket that had the priority set to high at any point in time. This will be more clear below. When we add both of these metrics to a query, along with the Ticket ID and Update - Timestamp as Rows of the query, we can start to see how this works.
The last step is to filter out the unwanted tickets, which you can do with a metric filter on our Attribute Fix metric. More on metric filters can be found in this article in our knowledge base:Selecting the metric result range.
Now, we have a base query as you describe, which allows us to see every update event, specifically on tickets that were ever set to a high priority:
Then, you can pull in any other data elements you want added to the query.
Hopefully this helps as a starting point for the query you have in mind!
Hi@...!
Thank you so much, I have tried it and it worked like a wonder.
Although I still don't know about the ATTRIBUTE_FIX() function on the query. Do you have any documentation I can read to get to know how this function actually works? Would be much appreciated.
Thank you.
HiAlfine Putra Dhanendra, the aggregation level functions like ATTRIBUTE_FIX have not been officially released yet, but you can read more about them at:
https://support.zendesk.com/hc/en-us/community/posts/360044181213
Thanks!
@...
We're currently trying the Professional level of Zendesk, and one of the biggest tasks we want to undertake is exporting our tags which we use to track our stats. Currently we're seeing a lot of metrics for sorting by numerical fields. But is there a way to do keyword searching/sorting, and filter those by date as well?
Thank you in advance!
HiMatt Halvorson, I don't know of an easy way to do these because Explore doesn't track WHEN a tag was added. However, I'd recommend you ask this over in ourExplore Q&Asection as it's possible that folk over there might have a solution. Thanks!
Thank you for the feedback! I'll reach out on that thread.
Hello,
What is the limit of tags I can filter with? In Insights, the limit was 200. When trying to add more tags to the current filter, I receive a "Narrow down your query" message. Does this mean I have maxed out the amount of tags I can filter against?
Thank you in advance!
Hi Christine,
Theerror 'Narrow down your query'means the there is too much data from the query results. Technically, you can select as much tags as you need in your tag attribute filter, but if the resulting data is too huge for Explore to process, you may still be hit with the network error or the narrow down prompt. You may need to add more filters to the query (e.g., narrow down the report by a date attribute) in order to successfully load the query.
By the way, in case you haven't reviewed this doc yet, here's a guide onReporting with tags in Explore.
Hi Gab,
感谢你的信息!我们不能狭隘的the query down more since we are reporting on the last 7 days but knowing that there is no tag limit does definitely help. Thanks for including the link to reporting with tags, I appreciate it!
Can I please get instruction on how to change these metrics?
Darron ShubinIt sounds like you want to create custom Full Resolution Time brackets. If so, you can duplicate the standard Full Resolution Time Brackets attribute and update the formulate to reflect the specific timeframes you'd like to bucket the resolution results in. Hope that helps!
Hello,
These articles here are really helpful! Thank you!
I was wondering if there is a way to make filters conditional.
I am applying two data filters on my Guide reports: One to filter between our internal and external Knowledge Base and the second to filter between the categories of our external KB.
My question is: is there a way to show the second filter only if the 'external KB' is chosen in the first filter? That would be really cool!
I hope all is well! I am glad you are enjoying the Explore material! Unfortunately, it is not possible to work with a conditional configuration for filters yet. We have acknowledged your feedback!
Thanks!!
Hi,
I've created a report using attribute with some conditions but just some of conditions are met for a specific time. I choose that specific time range but nothing changes. Should I change anything else in time range?
Attribute filters always look at the current value of fields or ticket properties, so filtering by a specific time frame wouldn't pull the previous values selected at that time. If you need to look at historical data, then you can try exploring the reporting options under the更新历史记录dataset, specifically theTicket field changesattributes. You can check outthis postby Erik and see if you can implement a similar workaround that may work for your report.
Thanks Amin!
Thanks@...for response,
In my case, some of conditions are met, and some not. I just wonder why there is this difference.
Let me create a ticket so that we can take a look at the report saved in your account. You'll receive an email from us shortly. Thanks!
Pleasesign into leave a comment.