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I'm currently using Freshdesk as my primary customer support platform and I need to export tickets on a regular basis for reporting purposes. However, manually exporting tickets can be time-consuming and tedious, especially when I need to export large amounts of data.

I'm wondering if it's possible to schedule export tickets in Freshdesk, and if so, how can I set up this feature? Are there any third-party tools or integrations that can help me automate this process?

Specifically, I'm interested in learning about the different scheduling options available in Freshdesk, such as daily, weekly, or monthly exports. How do I determine the best schedule for my needs and ensure that the exported data is up-to-date and accurate?

Additionally, I'm curious about the different export formats supported by Freshdesk, such as CSV, XLS, and PDF. How do I choose the right format for my reporting needs, and what are the benefits and limitations of each format?

Moreover, I'm interested in learning about the security and privacy measures in place for scheduled exports. How can I ensure that the exported data is protected and only accessible to authorized users?

Overall, I would appreciate any insights, tips, and best practices from other community members who have experience with scheduling export tickets in Freshdesk. Thank you in advance for your help!🙏🏼

Hi @caroljankins 

 

Greetings from Freshworks community! 

 

I understand that you would like to have a recurring Export of your tickets with a specific time interval. This can be achieved via Analytics in Freshdesk. You can use this option to schedule the export in Daily, Weekly and Monthly basis. This data will be received in CSV format via API or Email. 

 

You can learn more about this in this Solution article: https://support.freshdesk.com/en/support/solutions/articles/50000000033-exporting-your-data-in-analytics 

 

Freshdesk Analytics also has an option of Exporting Reports of Tickets, you can have the reports customised and have them scheduled for Daily, Weekly and Monthly basis. This can be exported in PDF and CSV format. 

 

 You can learn more about this in this Solution article: https://support.freshdesk.com/en/support/solutions/articles/240703-scheduling-and-subscribing-to-reports-in-analytics 

 

I hope this helps.

Good!

Can we have an option to automate/schedule the ticket data instead of analytics.

Greetings @vijaykuniyal. Certainly, we would gladly relay this feedback to our product team. Yet, could you please inform us if there are any difficulties or issues with scheduled exports via analytics, so that we may investigate on your behalf?

Please do keep us posted. 

 

Cheers,
Sujitha Dhanaseelan.
Learn something new today, get recognized for your contributions, stay on top of product updates and build meaningful connections in our Freshdesk community. Fresh ideas, quality service.

Hi @caroljankins  ,

I recommend checking out Help Desk Migration—it offers the option to schedule data migration at your convenience. However, it's best to run your full migration outside of your support team's working hours. This ensures your CSV file will be as accurate as possible, and you'll avoid the need to re-run a data export.

When it comes to format, a CSV file is ideal for both backing up your data and reporting. Since this format is widely supported by most apps, you won't need to convert your data.

I’m currently using Freshdesk for customer support and need to export tickets regularly for reporting. I’d like to automate this process to save time. Does Freshdesk offer a way to schedule ticket exports? If so, how can I set this up for daily, weekly, or monthly intervals?

I’m also interested in any third-party tools or integrations that can help with automation. Additionally, could you provide guidance on the different export formats Freshdesk supports (CSV, XLS, PDF), and how to choose the best one for my reporting needs?

Lastly, what security measures are in place for scheduled exports to ensure data protection and accessibility?

Thanks for any insights or tips you can share!

Hi @Henry4u,

 

Greetings from Freshworks community. You can certainly schedule reports to receive data regularly. Please refer https://support.freshdesk.com/en/support/solutions/articles/240703-scheduling-reports-in-analytics on how you can setup the schedule Daily, weekly and Monthly. 

 

You can get the data in CSV or PDF and based on your requirement you can choose the type of data type.

Regarding scheduled exports in Freshdesk , its protected by encryption and secure access controls. All data in transit is encrypted using HTTPS with TLS 1.2. I hope this helps!

"I’m currently using Freshdesk for customer support and need to export tickets regularly for reporting. I’d like to automate this process to save time. Does Freshdesk offer a way to schedule ticket exports? If so, how can I set this up for daily, weekly, or monthly intervals?

I’m also interested in any third-party tools or integrations that can help with automation. Additionally, could you provide guidance on the different export formats Freshdesk supports (CSV, XLS, PDF), and how to choose the best one for my reporting needs?

Lastly, what security measures are in place for scheduled exports to ensure data protection and accessibility?

 

Thanks for any insights or tips you can share!"

 

 

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