Skip to main content
Closed for Voting

Schedule Export of Tickets Based on Criteria.

Related products:Freshdesk
  • February 6, 2018
  • 2 replies
  • 48 views

It would be great to be able to schedule an export of a particular set tickets based on specific criteria.


Use-case: 

I need to create a report that Freshdesk currently does not offer, and I doubt would be able to due to it being specific to our needs. Since the report I create is not available in the system, I have to export the tickets to Excel that match my criteria, then turn it into a pivot table, and review the data to determine trends in the tickets. 


It would be wonderful to just have that data pop-up in my inbox the 1st of each month so I can begin slicing and dicing it without having to do the monthly chore of going to the site, re-specifying all my criteria, and then exporting it. 


Some examples of criteria I use are: 

Ticket Creation Date - last 6 months.

Menu Month (custom) - changes each month I have to pull the data, in Feb I pull the January Menu Month, in March I'll pull the Feb Menu Month.

Menu Year (custom) - changes each year I have to pull the data.

Category (Custom dependent list)

Sub-Category (Custom dependent list)

Item (Custom dependent list)


Thanks for considering.

2 replies

aravind.sundararajan
Skilled Expert
Forum|alt.badge.img+12

Hello Josh,


Freshdesk allows you to schedule the export of ticket properties and receive them straight to your mailbox. You can also feed an API url in case you're a BI tool. For more details on the feature, please refer to this solution article.


Cheers!


aravind.sundararajan
Skilled Expert
Forum|alt.badge.img+12