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In this Explore recipe, you’ll learn how to create a column chart showing you the number of sales calls made each month. You can filter the report by the call owner and outcome.

This article contains the following topics:

• What you’ll need
• Creating the report

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

1. In Explore, click the reports () icon.
2. In the Reports library, clickNew report.
3. On theSelect a datasetpage, clickSell>Sell - Calls,然后单击Start report. The report builder opens.
4. In theMetricspanel, click添加.
5. From the list, selectCallsand clickApply.
6. In theColumnspanel, click添加.
7. From the list, selectTime - Call made at - Monthand clickApply.
8. To change the chart type, go to theVisualization typemenu () and selectColumn.
9. To add optional filters for call owner or outcome, in theFilterspanel, click添加.
10. From the list, selectCall ownerand调用的结果and clickApply. You can then click either of these attributes to filter the report’s results to suit your needs.