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How do I export my tickets from HappyFox?

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Export your tickets to a CSV or XLSX spreadsheet from Reports, with the date range, categories, and fields you choose.

Available on all plans.

Before you start

Create an export

  1. Go to Reports, then click Exports in the left sidebar.
  2. Click the + button next to the Exports heading to start a new export.
  3. Under Filter by, choose which ticket dates the export should consider, then set the date range:
    • Created time: tickets created in the selected range.
    • Resolved time: tickets resolved in the selected range.
    • Updated time: tickets with any ticketing activity in the selected range.
  4. Optional: click Additional Filter to narrow the export by other ticket-level conditions.
  5. Click Next.
  6. Choose the ticket Categories to include, then select the system and custom ticket and contact fields you want in the export.

​ ​ Note ​ Under Advanced Settings, turn on Strip Newlines from Text Values if Excel is unable to import your exported report. This removes newline characters, tabs, and extra whitespace from text values in the export.

  1. Click Next, then choose the spreadsheet format: CSV or XLSX.
  2. Optional: turn on Save Preference to reuse this same setup the next time you export.
  3. Click Export.

Download the export

While the export is running, it shows under My Ongoing Exports. Once it's ready, you'll get an email with a download link, and the file also appears under All Past Exports with its own Download link.

​ ​ Note ​ A download link is only accessible to the agent who created that export. Links expire after 3 days.

Common questions

Can other agents use my export download link?

No. The download link only works for the agent who created the export.

How do I cancel an export that's still running?

Click Cancel next to it in the My Ongoing Exports table.

Why are some cells empty in my export?

Excel allows a maximum of 65,530 hyperlinks per sheet. Exporting more than that leaves the remaining cells empty.

Continue reading

Create a custom report › Roles and permissions ›

 

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