Book Image

Mastering Zendesk

By : Cedric F. Jacob
Book Image

Mastering Zendesk

By: Cedric F. Jacob

Overview of this book

Zendesk is a cloud-based customer service solution that is widely used because it is easy, efficienct, flexible, and low cost. It is highly scalable and is great for organizations of all sizes. If you’re a Zendesk administrator and are looking to explore advanced-level concepts, then this book is for you. It covers the core functionalities such as managing users, groups, and the organization, and creating and adding custom fields. You will learn how to add customized ticket channels to your account. Then, you will focus on customizing business rules and extending Zendesk with JIRA and Salesforce. Towards the end, the book emphasizes security and troubleshooting aspects as well as providing tips and tricks to create a more efficient support environment. By the end of this book, you will be able to turn a basic Zendesk setup into a highly customized working environment.
Table of Contents (17 chapters)
Mastering Zendesk
Credits
About the Author
About the Reviewer
www.PacktPub.com
Customer Feedback
Preface

Reporting


GoodData is a very complex and multifaceted tool. Hardly a session goes by without picking up on new little details that allow us to optimize and improve our reports. Let's go through some of my favorite GoodData tricks.

Report tags and folders in GoodData

During the course of planning and executing the perfect GoodData dashboard, it is very likely that we will create a substantial amount of reports. In many cases, we will keep creating different reports and extending our dashboards constantly.

Making sure to pick clear and unique names can only help so much. At some point, we will lose track of all the different reports and their names. Luckily, GoodData allows us to create a folder structure as well as to tag our reports.

In order to create a folder, navigate to the Reports tab and click on Add Folder:

Once a folder has been created, we can assign reports by editing the report and navigating to its Settings:

Once in the settings, we can also add as many tags as we like, making...