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Scheduling an export as a CSV or Excel Workbook

  • 14 March 2022
  • 3 replies
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Userlevel 1
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Hello everyone,

 

I have been scheduling exports at my workplace but they are sent as text files to my colleagues. How can I change this so that people receive a CSV or an Excel workbook instead?  

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Best answer by Pooja Bernice 5 May 2022, 00:42

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Hi David,

 

Unfortunately I don’t have a solution but am also having a similar issue so just jumping on the thread should anyone answer!

 

Thank you

Userlevel 5
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Hi @davidM265 ,

Welcome to the Freshworks Community!

I understand you would like your data to be sent out as excel sheets, ideally, Freshdesk allows scheduled exports from Reports and Analytics.

If this is scheduled in the Reports section, you will be receiving them as a text file, but if you want to download your reports, you can navigate to each individual metric and share this data with your agents.

Please refer to this short video to extract this file -

https://share.vidyard.com/watch/fi8q4KDoCDT6HNbdrFtYGF?

We also recommend using the Data Export option to send our .csv files to your agents, this is available from the Pro Plan in Freshdesk. But this allows you to export only the Ticket properties.

This support article may come in handy in exploring this - https://support.freshdesk.com/en/support/solutions/articles/226461-export-ticket-properties-from-your-helpdesk

In the case of Analytics, you can only schedule .csv data from your widgets as shown in the below video, if this is set up at a Report level, you will only receive this in the pdf format -

https://share.vidyard.com/watch/jpACwCYrMLcBLPkQFHRdUX?

Do let us know if this helps.

Cheers!

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Thank you very much. Your inputs have helped me out and it has worked.

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