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In this Explore recipe, you’ll learn how to create a chart showing all of your contacts in Zendesk Sell, broken out by their industry or owner.

This article contains the following topics:

• What you’ll need
• Creating the report by industry
• Creating the report by owner

What you’ll need

技术水平:Beginner

Time required:5 minutes

• Zendesk Explore Professional or Enterprise
• Editor or Admin permissions (seeGiving agents access to Explore)
• Sales data in Zendesk Sell

Creating the report by industry

1. In Explore, click the reports () icon.
2. In the Reports library, clickNew report.
3. On theSelect a datasetpage, clickSell>Sell - Sales,然后单击Start report. The report builder opens.
4. In theMetricspanel, clickAdd.
5. From the list, selectContacts, and then clickApply.
6. In theColumnspanel, clickAdd.
7. From the list, selectContact industry, and then clickApply.
8. To change the report to a bar chart, clickVisualization type() and selectBar.
9. To filter out contacts with no recorded industry, click theContact industry属性在左边,click theExcludedtab, selectNULL, and clickApply.
10. To show the total number of contacts per industry, go toChart configuration() >Displayed valuesand selectShow value.

Creating the report by owner

1. In Explore, click the reports () icon.
2. In the Reports library, clickNew report.
3. On theSelect a datasetpage, clickSell>Sell - Sales,然后单击Start report. The report builder opens.
4. In theMetricspanel, clickAdd.
5. From the list, selectContacts, and then clickApply.
6. In theRowspanel, clickAdd.
7. From the list, selectContact owner, and then clickApply.