Exporting a view of tickets to a CSV file

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7 Comments

  • Magda Wierzbicka

    Hello,

    Is it possible to disable ticket view export option for agents? I checked the role permissions and it seems they shouldn't have access to it but this option remains available in Support. Is that a native feature? 

    2
  • Sydney Neubauer
    Zendesk Luminary

    Magda Wierzbicka I don't believe there is a permission tied to this (your screenshot is regarding Explore reports) but I agree that there should be as there is PII that we would not want Agents to have access to. If you make a feedback post, definitely link me to it!

    0
  • Vinod Martand Borhade

    Does Views support Dynamic Content Placeholder , current CSV get download with {{dc...}} , this not get converted to actual Text.

    0
  • 이지훈(Lee jihoon)

    I think your team should provide the ability to set  "export as CSV" per agent permission.

    "View" can contain a large amount of customer personal information, and there is a potential risk that any agent can easily leak a large amount of customer personal information with the current function.

    I'm waiting for an option to "export as CSV" to be available per agent permission soon.

    2
  • Sydney Neubauer
    Zendesk Luminary

    +1 to what 이지훈(Lee jihoon) has stated - this is a huge liability as we have data that should not leave Zendesk and the fact that any Agent can do this, is a huge concern

    1
  • Tatiana Christensen

    Hello,

    Is there a way to edit the way the data is exported in the CSV file?

    In one of the reports, we get percentages and have to identify and format % in a long list of data. Is there a way to format or remove the % in the exported csv without altering the report?

    0
  • Ivan Miquiabas
    Zendesk Customer Care
    Hi Tatiana, 
     
    Thanks for reaching out! 
     
    We do not have an option to edit the way data is exported in the CSV file. Although you do have an option to use a program like Microsoft Excel or Google Sheets to edit it after the Export. Importing and exporting values for ticket fields
     
     
    Hope that helps! 
    0

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