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Home > HappyFox Help Desk > Reporting and Analytics > Reports > How do I export my tickets from HappyFox?
How do I export my tickets from HappyFox?

To export the tickets from your help desk, please navigate to Reports >> Exports from the module switcher. If you don't see this option, make sure your agent role has the managerial permission "Export reports".

Applicable Plans: ✔️ Mighty ✔️ Fantastic ✔️ Enterprise ✔️ Enterprise Plus 

Quick Guide to export your tickets to spreadsheets:

  • Navigate to Report >> Exports.
  • Click the "+" button to create a new export. 
  • Choose a date range for the ticket export.
  • Filter the export by choosing one among the following:
    • Created time: Considers all the tickets that were created during the time-frame specified for ticket export.
    • Resolved time: Considers all the tickets that were resolved during the time-frame specified for ticket export.
    • Updated time: Considers all the tickets that had a ticketing activity during the time-frame specified for the ticket export.
      • Click "Additional Filter" to add any ticket-level filter to your report export.
  • Click "next". In the subsequent page, choose the relevant ticket categories along with the desired ticket and contact fields that should be included in the ticket export.
    • Choose to Strip Newlines from Text Values: Enabling this option will strip out newline characters, tabs and extra whitespaces from the text values of your exported report. Note: Choose this option if Excel is unable to import your exported report.

  • Click "next". In the subsequent page, you can set the spreadsheet format for the ticket export - .xlsx or .csv

  • You can also save the current preference for the report export - if you wish to perform another similar export in the future. Saved preferences can be accessed by clicking the dropdown located adjacent to the "+" button on the export list page.

  • Click "Export" to begin the export process.

  • Once a ticket export is begun, you can see a corresponding entry in the "My ongoing Exports" table. Once the export is ready for download, the agent who initiated the export will be sent an e-mail with the downloadable export link.

  • Alternatively, once the export is complete, agents can download exports by clicking the corresponding "download" link from the "All Past Exports" table.

 

 

Frequently Asked Questions (F.A.Q):

1. Can other agents in my help desk access my export download link?
A: No. Export download link is exclusive to the agent who initiated the export.

 

2. How do I cancel an ongoing export?

A: To cancel an ongoing export, click the "Cancel" link for the corresponding export in the "My ongoing exports" table.

 

3. Do export download links expire?

A: Yes. Download links for report exports expire after 3 days.
 

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