Export Reporting Data
Need raw data for more analysis? You can export your reporting data on-demand. Export options are available for the Conversations, Productivity, Team/User, and Happiness reports.
In this article
Generate an Export
Exporting your reporting data is simple. It's important to note that anyone (Users or Administrators) can print or export reporting data.
- Head over to the Reports menu, then select the report you want to export. In our example below, we're exporting data from the Conversations report.
Create or load a View, then click the Export/Print icon next to the date filter in the top right corner. Select the Export option from the menu.
In the modal that appears, take a quick glance to make sure this is the date range and view you'd like to export. Select the desired format (CSV or XLSX only) and hit the blue Export button.
And we're done! You'll get an email when the export is ready. Click the blue Huzzah! button to dismiss the modal.
Download the Export
Keep an eye on your inbox (for the address you use to log in to Help Scout with) for the export email. It'll come through with: Data export from Help Scout as the subject. Click on the blue Download button to download the CSV or XLSX file.
What's in the export?
Just about everything, with the exception of conversation thread contents, and satisfaction ratings comments.
- Conversation #
- Assignee (referred to as owner in the API docs)
- Customer name (current customer)
- Customer email address
- Customer phone number
- Customer profile URL
- Thread count
- Created on
- Last modified
- Closed on
- Closed by
- Custom Fields and values
- First response time
- Replies sent
- Avg. Response Time
- Resolution time