How to Export Tickets from System Views and Custom Filters
Exporting support tickets requires selecting only the relevant ones. Applying filters enables you to concentrate on specific ticket categories, avoiding the need to sift through unnecessary data later. This straightforward process enhances reporting efficiency, accuracy, and ease of management.
BoldDesk offers a set of system views, and agents can also design custom filters from which to export tickets. You can find detailed information about ticket views in this article .
Exporting tickets from system views
- Log into your BoldDesk’s agent account.
- Navigate to the Tickets module.
- Select a ticket view to display its tickets.
- Click the Export option and select the required ticket fields to include in the exported file.
- Click Next and choose the preferred file format, configure CC fields, and set the time zone.
- Click Export to finalize ticket export process.
Exporting tickets from custom filters
Using basic filter
Basic filters utilize a limited selection of system fields for refining and sorting data effectively.
- Apply conditions based on criteria such as ticket status, priority, assigned agent, or source.
- Click Apply to review the filtered tickets, ensuring they match your requirements.
- Click the Export option and select the required ticket fields.
- Click Next and choose the preferred file format, configure CC fields, and set the time zone.
- Click Export to finalize ticket export.
Using advanced filter
The Advanced Filter provides enhanced flexibility by enabling the use of custom fields:
- Open the filter and select the Switch to Advanced option.
- Set specific conditions to refine the ticket selection process.
- Click the Export icon and follow the same steps as in the basic filter export process.
Once the export is successfully completed, the agent will receive an email notification containing a link to the ticket report. You can access, download, and review the exported tickets by clicking on the link provided in the email.
The ticket export link will remain valid for two days from the date it is generated.
How to export ticket when searched
The search filter displayed in the image below is exclusively used for locating tickets within the current view and cannot be applied during the export process. Regardless of the search result (e.g., a result of 1), selecting the export option will include all tickets from the original view. As such, in this scenario, the export will contain all tickets from the initial view. Please note that the search results do not influence the export output.
Check out this video for more details
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