How to Export the Tickets in the Customer Portal
You can export tickets from the ticket listing page in the customer portal. The export procedure occurs based on the current ticket status filter. If the status filter is not applied, all tickets will be exported with the applied ‘Created Date’ filter.
- A maximum of 1,000 records per export.
- Filter options such as date range and status.
- The date and time format will be in UTC in the exported tickets.
Please watch this video tutorial for further information.
Steps for exporting the tickets from the customer portal:
- Navigate to the ticket listing page in the customer portal and click the Export option.
- Before exporting the data, you can filter the records based on their status.
- Choose the required ticket fields in the first step.
- In the next step, choose the required file format, created date range and the time zone and click Export.
- After clicking the Export button, the file will be downloaded.
- Click the File and it will be opened in an Excel sheet.
FAQs
1. Can I export tickets without applying any filters?
Yes. If you do not apply a status filter, all tickets within the selected Created Date range will be exported. If no date range is applied, the system will export all available tickets up to the 1,000-record limit.
2. What happens if I have more than 1,000 tickets?
The export feature supports a maximum of 1,000 records per export. If your ticket count exceeds this limit, use the Created Date filter to break down the export into smaller batches.
3. Which file formats are supported for export?
You can choose from commonly used formats such as Excel (.xlsx) and CSV (.csv) during the export process.
4. Can I customize which ticket fields are included in the export?
Yes. In the first step of the export process, you can select the specific ticket fields you want to include in the exported file.
5. What time zone is used in the exported file?
All date and time values in the exported file are displayed in UTC format. If you need local time, you can adjust it manually after export.
6. Can I export tickets created by other users in my organization?
No. Customers can only export their own tickets from the Customer Portal. Organization-wide exports are not supported in this feature.
7. Is there a way to automate ticket exports?
Currently, the Customer Portal does not support automated or scheduled exports. Exports must be performed manually.
8. Will attachments or conversation history be included in the export?
No. The export file contains ticket details and selected fields only. Attachments and full conversation threads are not included.
9. What should I do if the export file does not download?
If the file does not download:
- Check your internet connection.
- Ensure pop-ups are allowed for the portal.
- Try clearing your browser cache or using a different browser.
- If the issue persists, contact BoldDesk Support.
