What's my plan?

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

1. In Explore, click the reports () icon.
2. In the Reports library, clickNew report.
3. On theSelect a datasetpage, clickGuide>Guide -亚博官方app, then clickStart report. The report builder opens.
4. Click theCalculations() menu >Standard calculated metric.
5. Name this metricDays between creation and view.
6. ClickSave.
7. Click theCalculations() menu >Standard calculated metric.
8. Name this metricViews within 30 days of creation.
9. 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.
10. ClickSave.

Creating the reports

This recipe covers the following example reports:

• 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

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.

1. In Explore, click the reports () icon.
2. In the Reports library, clickNew report.
3. On theSelect a datasetpage, clickGuide>Guide -亚博官方app, then clickStart report. The report builder opens.
4. In theMetricspanel, clickAddand select:
   • Knowledge base engagement>Article views, using theSUMaggregator
   • Calculated metrics>Views within 30 days of creation, using theCOUNTaggregator
5. In theRowspanel, clickAddand select:
   • Articles>文章的ID
   • Articles>Article title
   • Time - Article created>Article created - Date
6. Click theResult manipulation() menu >Result metric calculation>Add a new metric.
7. Name the metric% of views within 30 days.
8. In theFormulafield, enter the following:
   

   COUNT(Views within 30 days of creation)/SUM(Article views)

9. ClickAdd.
10. Name your reportSummary of views by article.
11. ClickSave.

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

1. In Explore, click the reports () icon.
2. In the Reports library, clickNew report.
3. On theSelecta datasetpage, clickGuide>Guide -亚博官方app, then clickStart report. The report builder opens.
4. In theMetricspanel, clickAddand select the following:
   • Knowledge base engagement>Article views, using theSUMaggregator
   • Calculated metrics>Views within 30 days of creation, using theCOUNTaggregator
5. In theColumnspanel, clickAddand select:
   • Time - Article engagement recorded>Engagement - Year
   • Time - Article engagement recorded>Engagement - Month
6. In theRowspanel, clickAddand select:
   • Articles>文章的ID
   • Articles>Article title
7. Name your report随着时间的推移观点的文章.
8. 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

1. In Explore, click the reports () icon.
2. In the Reports library, clickNew report.
3. On theSelect a datasetpage, clickGuide>Guide -亚博官方app, then clickStart report. The report builder opens.
4. In theMetricspanel, clickAddand select:
   • Knowledge base engagement>Article views, using theSUMaggregator
   • Calculated metrics>Views within 30 days of creation, using theCOUNTaggregator
5. In theColumnspanel, clickAddand select:
   • Time - Article engagement recorded>Engagement - Year
   • Time - Article engagement recorded>Engagement - Month
6. Name your reportMonthly views for all articles.
7. 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

1. In Explore, click the reports () icon.
2. In the Reports library, clickNew report.
3. On theSelect a datasetpage, clickGuide>Guide -亚博官方app, then clickStart report. The report builder opens.
4. In theMetricspanel, clickAddand select:
   • Knowledge base engagement>Article views, using theSUMaggregator
   • Calculated metrics>Views within 30 days of creation, using theCOUNTaggregator
5. In theColumnspanel, clickAddand select:
   • Articles>文章的ID
   • Articles>Article title
6. Name your reportViews by article.
7. 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

1. In Explore, click the dashboard () icon.
2. In the Dashboards library, clickNew dashboard.
3. ClickAdd>Add report.
4. 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
5. ClickAdd reports.
6. 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

1. With your dashboard still open, clickAdd>Add data filter.
2. 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
3. ClickApply.
4. 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

1. 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.
2. With your filters applied, clickAdd>Add bookmark.
3. ClickCreate bookmark from current state.
4. Rename the bookmark to something descriptive.
5. ClickClose.

To publish and share the dashboard

1. With your dashboard still open, give it a descriptive name.
2. ClickPublish.
3. Share your dashboard with others as needed. For help, seeSharing dashboards.