In this Explore recipe, you’ll learn how to create several different reports on article views in your knowledge base, including views within 30 days of article creation. You’ll also learn how to create a dashboard with filters and bookmarks that help you quickly focus on the information you’re interested in.
This article contains the following topics:
- What you’ll need
- Creating the standard calculated metric
- Creating the reports
- Creating the dashboard
What you’ll need
Skill level:Moderate
Time required:30 minutes
- Zendesk Explore Professional or Enterprise
- Editor or Admin permissions (seeGiving agents access to Explore)
- Article data in Zendesk Guide
Creating the standard calculated metric
The reports in this recipe make use of a standard calculated metric that returns the number of views that occurred within the first 30 days after an article was created. This information is useful if you have articles that are most relevant immediately after publication, like announcements or product release notes.
You can still follow this recipe without creating the standard calculated metric. In that case, you’ll just be reporting on total article views instead.
To create the standard calculated metric
- In Explore, click the reports (
) icon.
- In the Reports library, clickNew report.
- On theSelect a datasetpage, clickGuide>Guide -亚博官方app, then clickStart report. The report builder opens.
- Click theCalculations(
) menu >Standard calculated metric.
- Name this metricDays between creation and view.
- ClickSave.
- Click theCalculations(
) menu >Standard calculated metric.
- Name this metricViews within 30 days of creation.
- In theFormulafield, enter the following:
IF DATE_DIFF([Engagement - Date],[Article created - Date],"nb_of_days") <= 30 THEN VALUE(Article views) ENDIF
Tip:If you're working in a language other than English,read this articleto help you enter Explore formulas in your language. - ClickSave.
Creating the reports
This recipe covers the following example reports:
Summary of views by article
This report is a table that lists the articles in your help center, how many views each article has, and how many of those views happened within 30 days of the article’s creation.
To create the report
If you created the metric above and are already in the report builder, skip to step 4.
- In Explore, click the reports (
) icon.
- In the Reports library, clickNew report.
- On theSelect a datasetpage, clickGuide>Guide -亚博官方app, then clickStart report. The report builder opens.
- In theMetricspanel, clickAddand select:
- Knowledge base engagement>Article views, using theSUMaggregator
- Calculated metrics>Views within 30 days of creation, using theCOUNTaggregator
- In theRowspanel, clickAddand select:
- Articles>文章的ID
- Articles>Article title
- Time - Article created>Article created - Date
- Click theResult manipulation(
) menu >Result metric calculation>Add a new metric.
- Name the metric% of views within 30 days.
- In theFormulafield, enter the following:
COUNT(Views within 30 days of creation)/SUM(Article views)
- ClickAdd.
- Name your reportSummary of views by article.
- ClickSave.
![](https://zen-marketing-documentation.s3.amazonaws.com/docs/en/Explore_result_manipulation.png)
随着时间的推移观点的文章
This report is a line graph that shows, for a selected article, how many views the article received each month (light blue), and how many of those views happened within 30 days of article creation (dark blue).
To create the report
- In Explore, click the reports (
) icon.
- In the Reports library, clickNew report.
- On theSelecta datasetpage, clickGuide>Guide -亚博官方app, then clickStart report. The report builder opens.
- In theMetricspanel, clickAddand select the following:
- Knowledge base engagement>Article views, using theSUMaggregator
- Calculated metrics>Views within 30 days of creation, using theCOUNTaggregator
- In theColumnspanel, clickAddand select:
- Time - Article engagement recorded>Engagement - Year
- Time - Article engagement recorded>Engagement - Month
- In theRowspanel, clickAddand select:
- Articles>文章的ID
- Articles>Article title
- Name your report随着时间的推移观点的文章.
- ClickSave.
To see results for an article, click an article ID to the left of the line graph and then click the corresponding article title (it will be the only one in black text) beneath it.
Monthly views for all articles
This report is a column chart that shows how many views all of the articles put together in your help center received each month (light blue), and how many of those views happened within 30 days of article creation (dark blue).
To create the report
- In Explore, click the reports (
) icon.
- In the Reports library, clickNew report.
- On theSelect a datasetpage, clickGuide>Guide -亚博官方app, then clickStart report. The report builder opens.
- In theMetricspanel, clickAddand select:
- Knowledge base engagement>Article views, using theSUMaggregator
- Calculated metrics>Views within 30 days of creation, using theCOUNTaggregator
- In theColumnspanel, clickAddand select:
- Time - Article engagement recorded>Engagement - Year
- Time - Article engagement recorded>Engagement - Month
- Name your reportMonthly views for all articles.
- ClickSave.
Views by article
This report is another column chart that shows how many total views each individual article in your help center received (light blue), and how many of those views happened within 30 days of article creation (dark blue).
To create the report
- In Explore, click the reports (
) icon.
- In the Reports library, clickNew report.
- On theSelect a datasetpage, clickGuide>Guide -亚博官方app, then clickStart report. The report builder opens.
- In theMetricspanel, clickAddand select:
- Knowledge base engagement>Article views, using theSUMaggregator
- Calculated metrics>Views within 30 days of creation, using theCOUNTaggregator
- In theColumnspanel, clickAddand select:
- Articles>文章的ID
- Articles>Article title
- Name your reportViews by article.
- ClickSave.
Creating the dashboard
Now that you’ve created your individual reports, you’ll create a dashboard where you can see all of the reports in this recipe together. Then you’ll add dashboard filters and bookmarks that let you quickly hone in on specific segments of your results. Finally, you’ll publish your dashboard and share it with others.
To create the dashboard
- In Explore, click the dashboard (
) icon.
- In the Dashboards library, clickNew dashboard.
- ClickAdd>Add report.
- Find and select the four reports you created earlier:
- Summary of views by article
- 随着时间的推移观点的文章
- Monthly views for all articles
- Views by article
- ClickAdd reports.
- Reposition the reports so that they’re arranged how you want them on the dashboard. For help, seeAdding and arranging dashboard widgets.
To add dashboard filters
- With your dashboard still open, clickAdd>Add data filter.
- Find and select the attributes you want to be able to filter the dashboard’s results by. Some recommendations are:
- Article section ID
- Article locale
- Engagement locale
- Article created - Date
- ClickApply.
- Reposition the filters so that they’re arranged how you want them on the dashboard. For help, seeAdding and arranging dashboard widgets.
To add bookmarks
- With your dashboard still open, apply the filters you just added so that the dashboard’s results are focused on a particular subset of the data that you’re interested in. For example, you might want to see only articles in a specific section, or only views that originated from a certain locale.
- With your filters applied, clickAdd>Add bookmark.
- ClickCreate bookmark from current state.
- Rename the bookmark to something descriptive.
- ClickClose.
To publish and share the dashboard
- With your dashboard still open, give it a descriptive name.
- ClickPublish.
- Share your dashboard with others as needed. For help, seeSharing dashboards.
14 Comments
Hi I tried creating the metricViews within 30 days of creationbut received an error.![](//www.ying8.net/support/hc/user_images/d_iIlZD_oD8jWh1oqycs6A.png)
HiAnjali Padmanabhan, that error message (The set of calculations isn't valid) typically means that you need to be in a different dataset for the metric you're building to work. Can you check to make sure you're in theGuide: Knowledge Basedataset?
Hi Erin, yes I am. The metric'Days between creating & view'works but not the'Views within 30 days of creation'.![](//www.ying8.net/support/hc/user_images/QW3byvNt3Pcz2aYGPWM6mw.png)
As I can see you are indeed using the correct dataset. I would like to look into this further and I'll create a ticket for you. Let's continue our conversation there.
Cheers,
Dane
Hi Erin,
Thanks for sharing this—it's very helpful.
I'm wondering if the reverse is possible, too: Articles thathaven'tbeen viewed within X time of creation?
HiRyan Oakman这些报告是有帮助的,我很高兴!你的问题n raises an excellent point—how to find articles with no views. So I put together a new recipe,Finding articles with no views, that addresses this.
但更specif回答你的问题ically, to find articles that haven't been viewed within X time of creation, follow the instructions in the recipe linked above, but instead of using the观点单独计算lycalculated metric from that recipe, use theViews within 30 days of creationcalculated metric from this recipe (and also make sure to select theCompute separatelycheck box). That should show you exactly the articles you're looking for!
Hey,
I have different help centers, when creating the reports I couldn't find a way to filter per help center, is there any way I can do that?
Thanks!
I was taking a look at ourMetrics and attributes for Guidearticle and it looks like you should be able to use theArticle Brandattribute to filter by Help Center brand. Let me know if this isn't what you're looking for.
Thanks!
Hi,
For the this partCreating the standard calculated metric, Here are some corrections:
Does not work:
Work :
Does not work:
Work:
Sylvain, Erin, these corrections are helpful. Can you updated the article with them?
Yes, absolutely! Thank you for the comments,Sylvain ButtazzoniandMark Glinski! I've updated the formulas and a few other places throughout this recipe to reflect the current metric and attribute names.
Cool, Erin! The recipe works great. I love this use-case-based guidance for Explore. Really clarifies how to use it and also suggests possibilities for variations. Props!
I've been trying to recreate this report as we're posting new articles at the moment on the back of platform improvements we're rolling out and this information would be useful. Unfortunately, I'm unable to create the second metric as I get an error message appear (see below). Has something changed or am I doing something fundamentally wrong?
![](//www.ying8.net/support/hc/user_images/X45lg7_oB_vdmER78WD0xw.jpeg)
I have replied to your Support ticket about this. Let's keep the conversation in the ticket so I can help you further with the report!
Pleasesign into leave a comment.