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Exporting a view of tickets to a CSV file

Kristie Sweeney
  • Edited
Zendesk Documentation Team

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快速路径: Admin Center > Workspaces > Agent tools > Views

You can export a view to a comma-separated values (CSV) file. The CSV file will contain an entry for each ticket and all its associated ticket information in the view.

Because of the processing involved in generating a CSV file, you can export a view only once every 10 minutes. You will receive an error message if there is less than 10 minutes between requests.

Community tip!Check out thissuggestion for exporting viewsin our Community from Serge.

To export a view to a CSV file

  1. In Support, click theViewsicon (）in the sidebar, then select a view.
  2. Depending on the view, clickExport CSVin the upper right, or clickActions>Export as CSV.

    If you don't see the export option, check to see if you have any filters applied and clear them. Views must be unfiltered to export them.

  3. Check your email. You'll receive an email notification containing a download link for your CSV file. The email is sent to your primary email account in your user profile.
Tip:Larger views might fail to export, even though they display correctly in the Support console. If you don't receive an email with the download link, consider修改视图to return less information or using theViews APIto retrieve the information you need.
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    5 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?

      1
    • Sydney Neubauer

      Magda WierzbickaI 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
      • Edited

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

      0
    • 이지훈
      • Edited

      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.

      1
    • Sydney Neubauer

      +1 to what이지훈has 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

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