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Exporting datasets from Explore



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Erin O'Callaghan

Zendesk Documentation Team

Edited Jan 21, 2025


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22 comments

Hi, great feature. Will there be API access?

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I think I have the same question as Mark. 

The exported data is made available as CSV files that you can download and integrate with third-party tools of your choice.

Downloading csv manually in interface is nice for manual reporting flows, but have use cases to automate using reporting data from Zendesk. For us to automate this, we'd need to have programmatic access to the generated csv, or set it up to deliver to a target of our choice, e.g. a AWD S3 bucket or similar. 

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Elaine

Zendesk Customer Care

Hello Joel,
 
You can accomplish this manually, or if you're utilizing a different reporting tool, you have the option to download the data to that tool. If you're using Explore Enterprise or a higher version, you can sign up for the beta version using the link provided. However, please note that since this feature is still in beta, it may not yet be available via the API.

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Dan Cooper

Community Moderator

It's great to see some progress on getting data out of Explore.  Are there plans to include Guide datasets as part of the beta?  We currently use API access to pull much of our data into BigQuery, but Guide doesn't have the same API coverage as ticket data so we'd appreciate more export options for that data that would allow us to better track knowledge KPIs for our content and teams.

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I just submitted a request to get this enabled. Is there any way to expedite the request? We have an urgent business need to export a large amount of data.

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Brett Bowser

Zendesk Community Manager

Hey Kevin, the plan is to roll out this beta to all users who signed up within the next couple of weeks. Thanks for your interest!

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Hey Brett Bowser,

I've signed up for the Beta a while ago, is there are ETA on when we'll be given access?

Chelsea

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HI Brett Bowser - Is the BETA still being rolled out? I submitted my interest back in early December and have yet to hear anything..
Many thanks!

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Brett Bowser

Zendesk Community Manager

Hey Jake, I followed up with our Product Manager for this beta and he was able to confirm that this beta is now closed. We are targeting a Q2 release date so be sure to follow our Announcements page for more information. I hope this helps!

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Hi Brett Bowser If I create a one-time report, nothing happens at all when I create it, or at least there is no feedback at all that indicates something happened. If I create a schedule report, I can see it listed in schedules. 

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Hi Brett Bowser another point of feedback. 

One year ago I asked how we can access the csv exports. 

The answer then was a manual export. This feature is not very valuable for us is the only option is manual export. 

Since the beta was completed as I gather its mostly getting ready for GA now, has this situation improved? I.e. can we now choose to access the export via API other methods, that are suitable for 3rd party automatic processing?

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Tony

Zendesk Customer Care

Hi there,
thank you for your feedback. It is very important to us. As it is now it seems like this is in beta still, hence I recommend you to keep an eye on the announcements page for when it is out.
 
As it is now there is no Explore API you can use and according to this post, there is no plan to implement such feature at the moment. I recommend you to check out that post and to partecipate because post with high engagements are easily seen by our team.
 
Thanks

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So the one-time export did happen (I mentioned earlier no confirmation), I got 3 exports some time after.


The web link in the reports did not lead to the https://<subdomain>.zendesk.com/explore/studio#/dataset-exports link, but I ended up at the explore main page, and had to navigate from there, and then choose one-time exports tab, to see them. 

Then I had to press a download button to get  .zip file with content like below

I think this would be a hard to be useful for us, for any automated process.

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For chatbots (AI agents), are there any conversation data exports available beyond the Flow Builder export? Specifically, is there a dataset with bot-only KPIs, such as resolution percentage (for conversations not transferred to human support), number of conversations, or other relevant metrics?

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Jahn

Zendesk LuminaryCommunity Moderator

Signed up! Hope this is better than the Large Reports Export EAP. 

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We love this :) We can't wait for this to be released and get all the info from the Help Centers too. API access would be even sweeter ♥

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Sydney Neubauer

Zendesk Luminary

Hey all - this BETA has been in play it looks like since 2023 (judging from comments). Is there a timeline as to when this will be a full launch?

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Eugene Orman

Zendesk Product Manager

Hi everyone, 

We are planning to make the dataset exports feature generally available at the end of this year. However, if you want to join the Beta fill out this form - https://forms.gle/43GHPvYKsVXFsHweA

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Sydney Neubauer

Zendesk Luminary

Couple of questions with this roll out:

1. Who has access to this export feature? There is no mention of this being tied to only admins or those with certain Explore permissions

2. If you create an export, who can see the export? Is it system wide or on a per user basis?

3. Can you create an export on someones behalf - ie they get the notification when it is ready? With schedules in Explore you can set who the dashboard is sent to - I do not see an option so is it only sent to the one that created it? If it is, why doesn't the export show who it was sent to/requested for?

4. Why does the account owner also get an email for export? Atleast I assume that is the reason as no one else got it and they did when I requested a Data export

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Eugene Orman

Zendesk Product Manager

Sydney Neubauer Thank you for raising good questions. 

1. Only Explore admins have access to the Dataset Exports feature. This point is added to this article now.
2. All Explore admins have access to all active and recent exports. So, the access is per account.

3. There is no way to create the export on someone's behalf but any admin can download the export even if it was configured by someone else. 
4. Only the admin who created the export and the account owner will receive the email notification. The idea is to make the account owner aware of the dataset export. What do you dislike about this behaviour? 
 

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Sydney Neubauer

Zendesk Luminary

Eugene Orman 

1. Thank you for adding to documentation as it was missing

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3. It would be one thing if the email contained the download so you could forward it to someone else. Instead, you have to go back to Explore to download the export then create an email to send it to them. It does add extra clicks. It would be a better experience that if the dataset notification email had the download so you could forward it to someone else.

4. It was not documented as to the logic behind this. The owner gets an email out of the blue and does not know who requested the export. If they knew who requested it

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yeah, this system was not designed with UX or automation in mind. Not useful in any sense. 

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