2025年版:Zendeskレポートツールの選び方完全ガイド

Kenneth Pangan

Stanley Nicholas
Last edited 2025 10月 21
Expert Verified

### 複雑さと急な学習曲線 先ほども触れましたが、Exploreでカスタムレポートを作成しようとすると、まるで副業を始めたかのように感じられることがあります。この複雑さが大きなボトルネックを生み出します。サポートマネージャーが、顧客の大きな不満を明らかにするかもしれないレポートの素晴らしいアイデアを思いついても、リクエストを提出してデータアナリストが作成するのを待たなければなりません。レポートが完成する頃には、問題を修正する機会はすでに過ぎ去っているかもしれません。 対照的に、最新の優れたツールは、ユーザー自身が使えるように作られています。[eesel AI](https://eesel.ai)を使えば、数クリックで[ヘルプデスク](https://www.eesel.ai/ja/blog/how-to-use-ai-helpdesk-tools-to-transform-support)や[ナレッジソース](https://www.eesel.ai/ja/blog/your-guide-to-creating-an-ai-knowledge-base-in-zendesk)を接続し、数ヶ月ではなく数分で使い始めることができます。チームを改善するために必要なインサイトを得るために、開発者やアナリストを待つ必要はありません。 ### 受動的なインサイト vs. 能動的なインサイト これはおそらく最大の限界点かもしれません。従来のダッシュボードは、その性質上、受動的です。先週や先月に何が起こったかを伝えるのには非常に優れています。CSATスコアが低下したり、応答時間が延びたりしたことを示すことができます。 しかし、その*理由*を教えてはくれません。 レポートは[「請求に関する問題」についてのチケットが急増した](https://www.eesel.ai/ja/blog/how-ai-powered-ticket-categorization-improves-zendesk-advanced-search-and-reporting)ことを示すかもしれませんが、その根本原因が料金ページの紛らわしい一文にあることは教えてくれません。ダッシュボードは問題が発生した後にそれを警告するのに優れていますが、将来それを防ぐための明確な道筋を示してはくれません。これこそが、AI駆動型ツールが解決するために設計された問題なのです。 ## ダッシュボードを超えて:ZendeskレポートツールにAIを活用する AIを単にダッシュボードを構築するもう一つの方法と捉えるのではなく、すべてのデータの上に位置し、次に何をすべきかを判断するのに役立つ[インテリジェンス層](https://www.eesel.ai/ja/blog/7-key-zendesk-ai-capabilities-for-smarter-support)と考えてみてください。ここで[eesel AI](https://eesel.ai)のようなプラットフォームが真価を発揮し、単に数値を追跡するだけでなく、実際にそれを改善する手助けをします。 ### 本番稼働前にパフォーマンスをシミュレーション 新しいツール、特にAIツールを導入する際に最も不安なことの一つがリスクです。もし間違った答えを出したら?もし顧客をイライラさせたら?従来のレポートツールでは、そこは助けてくれません。ただ導入して、幸運を祈るしかありません。 eesel AIのシミュレーションモードを使えば、すべてを安全にテストできます。プライベートなサンドボックス環境で、過去の何千もの自社チケットに対してAIセットアップを実行します。これにより、解決できたであろうチケット数の正確なデータに基づいた予測を得たり、AIがどのように応答したかを正確に確認したり、顧客がAIとやり取りする*前*にコスト削減の明確な見通しを立てることができます。これは、ただ最善を願うのではなく、自信を持って前進するためのものです。このインフォグラフィックは、eesel AIのような高度なZendeskレポートツールが、複数のナレッジソースと連携することでデータサイロをいかに克服できるかを示しています。
### ナレッジギャップを自動で発見し、埋める 優れたレポートツールは、単にデータを示すだけでなく、何が欠けているかを示すべきです。[eesel AI](https://www.eesel.ai)の分析ダッシュボードは、まさにそのために設計されています。解決済みのチケットを追跡するだけでなく、現在のヘルプ記事では答えられない、顧客からの最も一般的な質問をハイライトします。 ここからが本当にすごいところです。「ナレッジベースの自動生成」機能により、eesel AIは人間のエージェントによる成功したチケット解決策を分析し、それを自動的に[ナレッジベース用の記事の下書き](https://www.eesel.ai/ja/blog/how-to-implement-ai-in-your-zendesk-knowledge-base-a-complete-guide)に変換できます。ヘルプコンテンツの穴を見つけ、実績のある答えでそれを補う手助けをします。これにより、非常にポジティブな循環が生まれます。チームが問題を解決し、AIがそこから学び、その知識が次の顧客を助ける準備が整うのです。eesel AIのシミュレーションダッシュボードでは、AI Zendeskレポートツールの有効性を本番稼働前に過去のデータでテストできます。
実際の仕組みは以下の通りです。 1. 顧客が新しい、または難しい質問をします。 2. AIはナレッジベースに確かな答えがないと判断し、チケットを人間のエージェントに渡します。 3. エージェントが明確で役立つ解決策を提供します。 4. eesel AIがその成功した会話を分析します。 5. そして、エージェントの返信に基づいて記事の下書きを自動作成し、すぐにレビューして公開できる状態にします。 ### ワークフローエンジンで完全なコントロールを実現 インサイトは、それに基づいて行動できて初めて役立ちます。eesel AIのレポートがある傾向を警告したら、そのシンプルで[カスタマイズ可能なワークフローエンジン](https://www.eesel.ai/ja/blog/how-ai-transforms-zendesk-workflow-automation-5-real-world-examples)をすぐに使って対応できます。 例えば、新機能に関する質問が急増したとします。その特定の質問を処理するようにAIを即座に設定できます。AIがどのチケットを引き受けるかを正確に決定し、ブランドに合わせて声のトーンを定義し、さらにはカスタムアクションを作成することも完全にコントロールできます。例えば、AIに[Shopify](https://www.eesel.ai/ja/integration/shopify)で注文情報を検索させたり、製品チームのためにチケットにタグを付けたり、非常に複雑な問題をシニアエージェントに回したりすることができます。これにより、問題の発見と実際の解決との間のギャップを埋めることができます。eesel AIの分析ダッシュボードは、能動的なZendeskレポートツールの主要機能であるナレッジギャップを特定します。
## Zendeskレポートツールから解決へ Zendesk Exploreは、サポートデータを把握する必要があるチームにとって、申し分のない出発点です。業務が単純で、完全にZendesk内で完結している場合、その事前構築済みダッシュボードとカスタムレポートは多くのことを教えてくれます。 しかし、全体像を把握し、問題に対応するだけでなく、積極的に問題を未然に防ぐ方向へとシフトしたいのであれば、[それ以上のもの](https://www.eesel.ai/ja/blog/ultimate-ai-zendesk-review-does-it-actually-improve-support)が必要です。現代のチームには、あらゆるソースからの知識を統合し、カスタムレポート作成の手間を省き、実際に活用できるAI駆動のインサイトを提供するツールが求められています。 目標は、単に見栄えの良いダッシュボードを持つことではありません。より速く、より賢く、より役立つ[顧客体験](https://www.eesel.ai/ja/blog/customer-experience-automation)を構築することです。適切なレポートツールは、単にスコアを示すだけでなく、ゲームに勝つための手助けをしてくれるのです。 ### Zendeskレポートツールに関する次のステップ * あなたのデータが本当に伝えようとしていることを知る準備はできましたか?[eesel AI](https://eesel.ai)は既存のツールに接続し、数分で実行可能なインサイトを提供します。 * **無料トライアルを開始**して、自社の過去のチケットでパフォーマンスをシミュレーションし、何を自動化できるかを正確に確認しましょう。この図は、高度なZendeskレポートツール内のワークフローエンジンが、ヘルプデスクと直接連携することで応答やアクションをいかに自動化できるかを示しています。
Let’s be honest, good customer support runs on good data. The right reports don't just throw numbers at you; they tell you a story about what your customers need, where your team shines, and what's slowing you down. It’s the difference between guessing what to do next and actually knowing.
But finding the right Zendesk reporting tool can feel like a massive chore. You need something that does more than just give you a backward glance at last month's ticket count. You need insights that help you make things better right now.
In this guide, we'll walk through Zendesk's own reporting tools, take an honest look at what they do well and where they fall short, and introduce a more modern, AI-powered way to turn your data from a simple report card into a playbook for success.
What is a Zendesk reporting tool?
At its heart, a Zendesk reporting tool is all about measuring and making sense of the key metrics that matter to your customer service team. It’s the system you use to translate a mountain of raw data from tickets, chats, and calls into something you can actually understand and act on.
The main player here is Zendesk Explore, the platform's built-in analytics tool. It’s made to pull data directly from your Zendesk account and pop it into dashboards for you.
While Explore is the native option, a lot of teams eventually start looking around for something else. Why? Because their needs get more complicated. They might hit a wall with Explore's limitations or, more often, they realize they need to pull in data from other places to see the whole picture.
A good reporting tool helps you keep an eye on the essentials, like:
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First Response Time (FRT): How long are customers waiting for that first "hello"?
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Average Resolution Time: From the moment a ticket is opened to "problem solved," how long does it take?
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Customer Satisfaction (CSAT): Are people happy with the help they're getting?
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Ticket Volume by Channel: Are people emailing, chatting, or calling? Where is the action happening?
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Agent Performance: Who’s knocking it out of the park, and who might need a bit of extra coaching?
A deep dive into Zendesk Explore's features
To be fair, Zendesk Explore is a pretty capable tool, especially if your team’s entire world revolves around the Zendesk ecosystem. It gives you a decent starting point for understanding your support data without immediately having to shop for another tool.
Pre-built dashboards and reports
Straight out of the box, Explore gives you a bunch of pre-made dashboards for Zendesk products like Support, Talk, Chat, and Guide. This is great for getting up and running quickly. Within minutes, you can get a bird's-eye view of your ticket volume, agent activity, and CSAT scores.
These dashboards are built around common metrics, which is handy. The only catch? If you're on a lower-tier plan, these dashboards are read-only. You can look, but you can't touch. If you want to customize a report or dig a little deeper into the numbers, you'll likely need to pull out the credit card and upgrade.
Custom reporting and datasets
For those on the right plan and with a bit of extra time, Explore does let you build your own custom reports. It all works on a system of datasets, metrics, and attributes.
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Datasets are just buckets of your Zendesk data (like all your ticket info or user profiles).
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Metrics are the numbers you care about (like the count of solved tickets or average reply time).
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Attributes are the filters you use to slice up your data (like agent names, ticket channels, or priority levels).
While this setup gives you a lot of flexibility, it also comes with a pretty steep learning curve. Building a custom report to answer a specific question isn't always a simple drag-and-drop process. It often means getting cozy with Explore’s query builder, which can feel more like a tool for data analysts than for the support managers who actually need the answers.
Zendesk Explore: Pricing and plans
The reporting features you get are tied directly to your Zendesk Suite plan. This is a big deal, because what you can do expands a lot as you go up the pricing ladder. Things that might seem basic, like getting real-time data or sharing a dashboard with someone outside your team, are often locked away in more expensive plans.
Here’s a quick look at what you get at each level:
| Feature | Suite Team ($55/agent/mo) | Suite Professional ($115/agent/mo) | Suite Enterprise ($169/agent/mo) |
|---|---|---|---|
| Prebuilt Dashboards | Yes | Yes | Yes |
| Custom Reporting | No | Yes | Yes |
| Data Refresh Rate | 24 hours | 1 hour | Real-time (for live dashboards) |
| Dashboard Sharing | No | Zendesk users only | Zendesk users and end-users |
| Live Dashboards | No | Default view | Customizable views |
| Custom Roles & Permissions | No | No | Yes |
As you can see, the power to create your own reports and get fresh data only starts at the Professional level, and even then, sharing is pretty restricted.
The limitations of a traditional Zendesk reporting tool
Even with a tool as solid as Zendesk Explore, many support leaders find themselves hitting a wall. The issues aren't always with the tool itself, but with the whole dashboard-first approach to reporting.
Data silos and limited integrations
Zendesk Explore does a great job of analyzing data that lives inside Zendesk. But what about all the important info that lives everywhere else? Support today isn't just about tickets. The real answers are often scattered across your Confluence pages, Google Docs, Notion wikis, and old Slack threads.
When your reporting tool can’t see that other information, you’re flying blind. You might see that a ticket took forever to resolve, but you can't see that the agent spent an hour digging through three different documents to find the right answer. The full story gets lost between these disconnected systems.
This is where modern AI platforms come in. A tool like eesel AI doesn't just connect to your Zendesk account; it also integrates with over 100 other apps your team already uses. This gives you a complete view of your entire support world, all in one spot.
This infographic illustrates how an advanced Zendesk reporting tool like eesel AI can overcome data silos by integrating with multiple knowledge sources.
Complexity and a steep learning curve
We touched on this earlier, but trying to build custom reports in Explore can feel like taking on a second job. This complexity creates a real bottleneck. A support manager might have a great idea for a report that could uncover a major customer frustration, but they have to submit a request and wait for a data analyst to build it. By the time the report is ready, the opportunity to fix the problem might have already passed.
In contrast, the best new tools are built for you to use yourself. With eesel AI, you can connect your helpdesk and knowledge sources in a few clicks and get going in minutes, not months. There's no waiting around for developers or analysts to get the insights you need to make your team better.
Reactive vs. proactive insights
This might be the biggest limitation of them all. Traditional dashboards are, by their very nature, reactive. They’re fantastic at telling you what happened last week or last month. They can show you that your CSAT score dipped or that your response time crept up.
But they can't tell you why.
A report might show a spike in tickets about "billing issues," but it won't tell you the root cause is a single confusing sentence on your pricing page. Dashboards are great at flagging problems after they've already happened, but they don't give you a clear path to preventing them in the future. This is the exact problem that AI-driven tools are designed to fix.
Beyond dashboards: Using AI for your Zendesk reporting tool
Instead of seeing AI as just another way to build a dashboard, think of it as an intelligence layer that sits on top of all your data and helps you figure out what to do next. This is where a platform like eesel AI really shines, helping you move from just tracking numbers to actually improving them.
Simulate performance before you go live
One of the scariest parts of rolling out a new tool, especially an AI one, is the risk. What if it gives bad answers? What if it frustrates customers? Traditional reporting tools can't help you there; you just have to launch it and cross your fingers.
With eesel AI's simulation mode, you can test everything safely first. It runs your AI setup on thousands of your own past tickets in a private sandbox. You get accurate, data-backed predictions on how many tickets it could have solved, see exactly how the AI would have responded, and get a clear idea of cost savings before a single customer ever interacts with it. It’s all about moving forward with confidence, not just hoping for the best.
The eesel AI simulation dashboard allows you to test the effectiveness of your AI Zendesk reporting tool on historical data before going live.
Automatically find and fill knowledge gaps
A great reporting tool shouldn't just show you data; it should show you what's missing. The eesel AI analytics dashboard is designed to do just that. It doesn't only track resolved tickets; it highlights the most common questions your customers are asking that your current help articles can't answer.
This is where it gets really cool. With its "Automated knowledge base generation" feature, eesel AI can look at successful ticket resolutions from your human agents and automatically turn them into draft articles for your knowledge base. It finds the holes in your help content and then helps you patch them with proven answers. This creates a really positive loop: your team solves a problem, the AI learns from it, and that knowledge is ready to help the next customer.
The eesel AI analytics dashboard identifies knowledge gaps, a key feature of a proactive Zendesk reporting tool.
Here’s how that works in practice:
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A customer asks a new or tricky question.
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The AI sees it doesn't have a solid answer in the knowledge base and passes the ticket to a human agent.
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Your agent provides a clear, helpful solution.
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eesel AI analyzes that successful conversation.
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It then automatically creates a draft article based on the agent's reply, ready for you to quickly review and publish.
Get total control with a workflow engine
Insights are only useful if you can do something with them. Once eesel AI’s reporting flags a trend, you can immediately use its simple, customizable workflow engine to handle it.
Let's say you see a sudden increase in questions about a new feature. You can instantly set up the AI to handle those specific questions. You get full control to decide exactly which tickets the AI takes on, define its tone of voice to match your brand, and even create custom actions. For instance, you can let the AI look up order information in Shopify, tag tickets for your product team, or route really complex issues to a senior agent. This closes the gap between seeing a problem and actually solving it.
This diagram shows how a workflow engine in an advanced Zendesk reporting tool can automate responses and actions by integrating directly with your helpdesk.
Move from a Zendesk reporting tool to resolution
Zendesk Explore is a perfectly fine starting point for any team needing to get a handle on its support data. If your operations are straightforward and live entirely within Zendesk, its pre-built dashboards and custom reports can tell you a lot.
But if you want to see the complete picture and shift from reacting to problems to proactively preventing them, you'll need something more. Modern teams need a tool that brings together knowledge from every source, gets rid of the headache of building custom reports, and delivers AI-driven insights you can actually use.
The goal isn't just to have prettier dashboards. It's to build a faster, smarter, and more helpful customer experience. The right reporting tool doesn't just show you the score; it helps you win the game.
Your next steps with a Zendesk reporting tool
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Ready to find out what your data is really trying to tell you? eesel AI plugs into your existing tools and gives you actionable insights in minutes.
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Start a free trial to simulate performance on your own historical tickets and see exactly what you can automate.
Frequently asked questions
A Zendesk reporting tool is a system designed to measure and interpret key metrics from your Zendesk customer service data, such as tickets, chats, and calls. It translates raw data into actionable insights, which are crucial for understanding team performance and improving the overall customer experience.
When using a Zendesk reporting tool, you should focus on essential metrics like First Response Time (FRT), Average Resolution Time, Customer Satisfaction (CSAT), Ticket Volume by Channel, and Agent Performance. These metrics provide a comprehensive view of your support operations and highlight areas for improvement.
Your Zendesk Suite plan directly determines the level of features available within a Zendesk reporting tool like Explore. Lower-tier plans often provide only pre-built dashboards with limited customization, while higher-tier plans unlock advanced capabilities such as custom reporting, real-time data refreshes, and broader dashboard sharing options.
Traditional Zendesk reporting tools often face challenges such as data silos, which limit insights from external platforms, and a steep learning curve for building custom reports. Additionally, they tend to offer reactive insights, showing what happened rather than proactively identifying and addressing underlying issues.
AI can significantly improve a Zendesk reporting tool by offering proactive insights, identifying knowledge gaps, and even automating content creation. Tools like eesel AI can simulate performance before deployment, and automatically generate draft articles for your knowledge base based on successful human agent resolutions.
Yes, a modern Zendesk reporting tool powered by AI is specifically designed for this shift. By analyzing data across all your sources, AI can help identify root causes of common issues, suggest preventive measures, and automate actions to address trends before they escalate, moving beyond just flagging past problems.
Yes, with advanced AI-driven tools like eesel AI, you can test a Zendesk reporting tool's performance in a simulation mode. This allows you to run your AI setup on thousands of your past tickets in a private sandbox, providing accurate predictions on potential ticket resolutions and cost savings before going live.
このインフォグラフィックは、eesel AIのような高度なZendeskレポートツールが、複数のナレッジソースと連携することでデータサイロをいかに克服できるかを示しています。
eesel AIのシミュレーションダッシュボードでは、AI Zendeskレポートツールの有効性を本番稼働前に過去のデータでテストできます。
eesel AIの分析ダッシュボードは、能動的なZendeskレポートツールの主要機能であるナレッジギャップを特定します。
この図は、高度なZendeskレポートツール内のワークフローエンジンが、ヘルプデスクと直接連携することで応答やアクションをいかに自動化できるかを示しています。




