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Export and Email Reports

Results from custom , shared and standard service reports can be exported as a .CSV file. You can also email custom and shared reports to yourself.

Topics in this article:

Export a customer or shared report (.CSV)

Export a standard service report (.CSV)

Email yourself an exported report (custom or shared only)

Export a customer or shared report (.CSV)

1. Open a saved custom report or shared report that includes the desired items, or create a new report.

2. Click Export as CSV.

3. Select the items to be included in the exported file in either of the following ways:

  • Click the All, This Page or None hyperlinks.
  • Select or deselect the check boxes to the left of each item.

4. Use the "CSV Export" check boxes to select which criteria to include in the exported file.

5. Click Export when finished. The .csv file will automatically download. You can also Email yourself an exported report (custom or shared only).

Export a standard service report (.CSV)

Parts of some standard service reports (i.e., Activity) can be exported via specified links listed within the results.

Email yourself an exported report (custom or shared only)

You can email yourself the results of any custom or shared report.

1. Open a saved custom report or shared report that includes the desired items, or create a new report.

2. Click Email Me Report.

3. An email containing a link to the report is sent to your email address, and a confirmation message appears at the top of the page.

Schedule recurring emails with exported reports (custom or shared only)

You can configure reports to run automatically and send a link to the results via email on a recurring basis (hours, days, weeks or months). See Schedule and Queue Reports for more information.

 

Related

About Reports and Queues

Create, Save and Share Custom Reports

Access and Run Shared Reports

Run Standard Service Reports

Perform Mass Actions on Multiple Records

Schedule and Queue Reports