Exporting datasets from Explore (Beta)

Note: The Explore dataset exporter is currently in an open beta. You can sign up for the beta here.

You can export data from certain Explore datasets on a recurring or one-time basis. The exported datasets are made available as CSV files that you can download and integrate with third-party tools of your choice. Additionally, dataset exports do not have the same 50,000-row limit that reports do.

Exporting datasets this way allows you to easily combine Zendesk data with other data sources, giving you a fuller picture of your business operations.

This article contains the following topics:

• Creating a one-time export
• Creating a recurring export
• Viewing the results of an export
• Canceling an in-progress export
• Deleting an export and its results

Tip: If you want to export a single report or dashboard, see Exporting dashboard tabs and reports instead.

Creating a one-time export

You can create an export that runs immediately and exports data for the dataset and time period you select. You can create a one-time export only once every 24 hours.

To create a one-time export

1. In Explore, click the Admin () icon in the left sidebar.
2. Click the Dataset exports icon.

   

3. Click Create one-time export.
4. In the Dataset field, select the dataset you want to export. The options are:
   • Support - Tickets
   • Support - Updates history
   • Support - SLAs
   • Talk - Calls
   • Chat - Engagement
5. In the Time field, select the time period the data should cover. The options are:
   • Last 24 hours
   • Last 30 days
   • Last 3 months
   • Last 6 months
   • Last 12 months
6. Click Create. Your export begins processing.

   

You’ll receive an email when the exported CSV file is ready to download. In the meantime, you can see the status of your export on the Dataset exports page.

Creating a recurring export

You can create an export that runs on a recurring basis and exports data for the dataset and time period you select.

Recurring exports are always scheduled for a specified time in the future. The export includes data from the previous day, week, or month, depending on the frequency you select. For example, if you create a recurring weekly export that runs on Mondays at 9 AM, the export will begin processing at 9 AM on the next Monday and will return data for the previous seven days. This process will repeat every week unless you delete the recurring export.

Tip: If you want to export data immediately, create a one-time export instead.

To create a recurring export

1. In Explore, click the Admin () icon in the left sidebar.
2. Click the Dataset exports icon.

   

3. Click Create recurring export.
4. In the Dataset field, select the dataset you want to export.
5. In the Frequency field, select how often the export should run. The options are:
   • Daily
   • Weekly
   • Monthly
6. Depending on the frequency you selected, specify the Hour, Day, or Day of the month the export should run.
   Note: If the selected day of the month doesn’t exist for a given month (for example, the 31st of February), the export will run on the first day of the next month.
7. Click Create. Your export will begin processing on the day and time you specified.

   

You’ll receive an email when the exported CSV file is ready to download. In the meantime, you can see the status of your export on the Dataset exports page.

Viewing the results of an export

On the Dataset exports page, you can see the details of all exports you’ve created and download the results as a CSV file.

By default, the CSV files are automatically deleted from Explore seven days after the export runs. To retain access to the exported data after seven days, download the file and save it to a different location.

To view the results of an export

1. In Explore, click the Admin () icon in the left sidebar.
2. Click the Dataset exports icon.
3. Select the Recurring or One-time tab, depending on which type of export you want to view. For each export, you can see the following details:
   • Exported on. When the export ran.
   • Dataset. Which dataset was exported.
   • Date range. The time period that the data in the export covers.
   • Size. The size of the exported file.
   • Expires in. When the exported file will no longer be available to download.
   • File. A link to download the exported file. If the export is still processing, you’ll see In progress here.
4. Click Download to download the results of the export as a CSV file.

   

Canceling an in-progress export

You can cancel an in-progress export if you don’t want it to finish running. Canceling a one-time export that’s currently processing still counts against the limit of one export per 24 hours.

To cancel an export

1. In Explore, click the Admin () icon in the left sidebar.
2. Click the Dataset exports icon.
3. Select the Recurring or One-time tab, depending on which type of export you want to cancel.
4. Hover your mouse over the export you want to cancel and click the options icon () on the right.
5. Click Cancel.
6. In the form that appears, click Cancel export.

Deleting an export and its results

You can delete a recurring or completed one-time export that you no longer need. When you delete an export, its associated results are also deleted. You’ll no longer see the export results on the Dataset exports page.

Deleting a recurring export deletes any results associated with previous iterations of that export and prevents future iterations from running. Deleting a one-time export deletes the results associated with that export only.

To delete an export and its results

1. In Explore, click the Admin () icon in the left sidebar.
2. Click the Dataset exports icon.
3. Select the Recurring or One-time tab, depending on which type of export you want to delete.
4. Hover your mouse over the export you want to delete and click the options icon () on the right.
5. Click Delete.

   

6. In the form that appears, click Delete export.