Question
Can I export a select group of tickets to a CSV file?
Answer
As long as the tickets are not archived, you can accomplish this by building a view that holds the tickets and exporting them from there. For more on this, see Using views to manage ticket workflow.
To export tickets to a CSV file
- Click the Views icon (
) in the sidebar, then select a view from the list. - Click the drop-down arrow at the top of the view and select Export as CSV
You will then receive an email shortly after exporting the view to your agent email address with a link to download the CSV file.
7 Comments
Hi Kayla, is there a way to get these CSV exports to be emailed automatically on a daily/weekly basis?
Would like to configure these to be sent to a specified email address on a recurring basis.
Thank you!
Hey Ben,
There's no way to set up these views to automatically be emailed on a daily/weekly basis.
What sort of information are you looking to export from a ticket? You could maybe set up an Insights/Explore report that will automatically email out at the end of the week, however, that may not get you all the ticket data you're looking for such as comments.
Any additional information you can provide is greatly appreciated.
Thanks!
Brett - Community Manager
Hi Brett, thanks for the reply!
What our executive team requested was the reports from a particular view, which can be exported from the view manually as CSV (which is sent by email with a link to download) to just come in on a daily/weekly basis without going in and exporting.
They only want the information found in the simple CSV export, which would be ticket view info such as location, ID#, requester, assignee, etc.
The image below is the information from the reports they would like to capture in CSV/Excel and have sent recurring:
Explore offers a very robust set of data, which really exceeds the high level snapshot they are after, which are number of tickets, assignee, and ID# or link back to issue to get full details.
I was playing with explore to get the bare-bones data and got pretty tangled in the weeds the first go round.
Lol, also tried to have the Explore reports sent to an email address and couldn't find the options to do so...saw no option to send to an email address, just to queues that already exist..and when I tried that, I never saw where they were sent.
Thanks for the help!
Ben
Hey Ben,
Thanks for the additional information!
If you're trying to share Explore reports with users outside of Zendesk, this is currently in Early Access at this time. If you're interested in this feature, check out our Dashboard sharing outside of Zendesk topic which I've linked for you.
As for automatically emailing view exports, I wasn't able to track down an alternative solution for you at this time.
Let me know if you have any other questions for me :)
Hi Brett,
Thanks for the quick reply. Everyone I'm trying to send a report to exists in Zendesk, as an agent already. Do they need to be an admin? Actually, I tried sending to myself, and it couldn't locate my email address, the screenshot above was me searching for my own name, as an admin.
Thanks!
Ben
How can I get an export with a complete ticket Subject?
My current export truncates the ticket Subject information to a few words and I need the CSV to have the complete information.
Hey Joel,
What is it you're trying to do with the export and how are you exporting it today? Maybe there's a way to get you what you need without needing to export and parse the data?
Please sign in to leave a comment.