How do I export my data and reports from all Zendesk products?

<h2 id="h_01HH2G8D2SJSMZVRTAHKDJH96V">Answer</h2><p>Exports are available for each product. Select an option from the list to learn how to export data from the product you use.</p><div style="margin-bottom: 20px; text-align: right;">
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</script><div class="accordion"><p>Understand export permissions</p></div><div class="panel">
<p>Export capabilities vary by role and product.</p>
<h3 id="h_01KSJS36JCEZRY8014E97CZPPD">Support tickets, users, and organizations</h3>
<figure class="wysiwyg-table" style="width: 100%;"><table class="wysiwyg-table-resized" style="border-spacing: 0px;">
<colgroup>
<col style="width: 27%;">
<col style="width: 15%;">
<col style="width: 16%;">
<col style="width: 42%;">
</colgroup>
<thead><tr>
<th style="padding: 5px;">Role</th>
<th style="padding: 5px;">CSV Export</th>
<th style="padding: 5px;">API Export</th>
<th style="padding: 5px;">Notes</th>
</tr></thead>
<tbody>
<tr>
<td style="padding: 5px;">Administrator</td>
<td style="padding: 5px;">✅ Full access</td>
<td style="padding: 5px;">✅ Full access</td>
<td style="padding: 5px;">Can export all data</td>
</tr>
<tr>
<td style="padding: 5px;">Agent with CSV Export permission</td>
<td style="padding: 5px;">✅ Yes</td>
<td style="padding: 5px;">✅ Yes with an API token</td>
<td style="padding: 5px;">Custom role must have CSV Export turn on</td>
</tr>
<tr>
<td style="padding: 5px;">Agent standard</td>
<td style="padding: 5px;">❌ No</td>
<td style="padding: 5px;">✅ Yes with an API token</td>
<td style="padding: 5px;">Can use the API but not the UI export</td>
</tr>
<tr>
<td style="padding: 5px;">Contributor</td>
<td style="padding: 5px;">❌ No</td>
<td style="padding: 5px;">❌ No</td>
<td style="padding: 5px;">Read-only role cannot export</td>
</tr>
<tr>
<td style="padding: 5px;">End user</td>
<td style="padding: 5px;">❌ No</td>
<td style="padding: 5px;">❌ No</td>
<td style="padding: 5px;">No export access</td>
</tr>
</tbody>
</table></figure><h3 id="h_01KSJS36JDQP1JVDK21WYBAQYT">Guide knowledge base</h3>
<figure class="wysiwyg-table"><table style="border-spacing: 0px;">
<thead><tr>
<th style="padding: 5px;">Role</th>
<th style="padding: 5px;">Export Method</th>
<th style="padding: 5px;">Access</th>
</tr></thead>
<tbody>
<tr>
<td style="padding: 5px;">Administrator</td>
<td style="padding: 5px;">API only</td>
<td style="padding: 5px;">✅ Full access</td>
</tr>
<tr>
<td style="padding: 5px;">Guide Manager</td>
<td style="padding: 5px;">API only</td>
<td style="padding: 5px;">✅ Full access</td>
</tr>
<tr>
<td style="padding: 5px;">Agent</td>
<td style="padding: 5px;">API only</td>
<td style="padding: 5px;">⚠️ Through an API token</td>
</tr>
<tr>
<td style="padding: 5px;">Other roles</td>
<td style="padding: 5px;">None</td>
<td style="padding: 5px;">❌ No export option</td>
</tr>
</tbody>
</table></figure><div class="p"><div class="note">
<span class="notetitle">Note:</span> The Guide knowledge base has no CSV export option. Use the help center API.</div></div>
<h3 id="h_01KSJS36JD4A1MGD5AC432BPVZ">Messaging and legacy live chat</h3>
<figure class="wysiwyg-table"><table style="border-spacing: 0px;">
<thead><tr>
<th style="padding: 5px;">Product</th>
<th style="padding: 5px;">Role</th>
<th style="padding: 5px;">Export Method</th>
</tr></thead>
<tbody>
<tr>
<td style="padding: 5px;">Messaging and Sunshine Conversations</td>
<td style="padding: 5px;">Admin</td>
<td style="padding: 5px;">Dashboard export or API</td>
</tr>
<tr>
<td style="padding: 5px;">Legacy live chat</td>
<td style="padding: 5px;">Admin</td>
<td style="padding: 5px;">Dashboard export or API</td>
</tr>
<tr>
<td style="padding: 5px;">Legacy live chat</td>
<td style="padding: 5px;">Agent</td>
<td style="padding: 5px;">❌ No export option</td>
</tr>
</tbody>
</table></figure><h3 id="h_01KSJS36JD0RH8Y8RWEJ57G34Q">How to check your CSV export permission</h3>
<p>To check your CSV export permission:</p>
<ol>
<li data-list-item-id="e0e836495bc98d33c89b4e27a11aa71ef">Go to <strong>Admin Center &gt; People &gt; Team &gt; Team members</strong>
</li>
<li data-list-item-id="e27e680d2cc62a0bf7483cbdcb002c31f">Find your name and click to open your profile</li>
<li data-list-item-id="e575ad241e51cce88ffceada8519778ea">Look at the Role field</li>
<li data-list-item-id="e3ff19f5d717fafff118b1904b6df5121">If you have a custom role, click the role name to view your permissions</li>
<li data-list-item-id="e5fca4a8024d2f2ef3dff99154739adb1">Look for CSV Export in the permissions list</li>
</ol>
<p>To do a quick test: Go to a view with tickets and look for the Export button at the top-right. If present, you have the CSV Export permission. If missing, you do not have it.</p>
</div><div class="accordion"><p>Export data from Support</p></div><div class="panel">
<p>To protect data in your account, exports do not turn on automatically. To activate data exports, the account owner must <a href="https://support.zendesk.com/hc/en-us/articles/4408843597850-Contacting-Zendesk-Customer-Support" target="_blank" rel="noopener noreferrer">Contact Zendesk Customer Support</a>.</p>
<p>To export data directly from Support, see <a href="https://support.zendesk.com/hc/en-us/articles/4408886165402-Exporting-ticket-user-or-organization-data-from-your-account" target="_blank" rel="noopener noreferrer">Exporting ticket, user, or organization data from your account</a>.</p>
<p>Verify <a href="https://support.zendesk.com/hc/en-us/articles/5411234991258-Checking-your-plan-type-or-add-ons" target="_blank" rel="noopener noreferrer">your plan</a> against these requirements. If your plan allows exports, yet you don't see the <strong>Reports</strong> option, Contact Zendesk Customer Support for further help.</p>
<p><img src="https://support.zendesk.com/hc/article_attachments/9664184092442" alt="Export data from Support.png" width="500"></p>
<p>For more information, see:</p>
<ul>
<li data-list-item-id="e69ab5aee18848a00e559dfc2fde46e2c"><a href="https://support.zendesk.com/hc/en-us/articles/4408882924570-How-do-I-export-a-list-of-users-" target="_blank" rel="noopener noreferrer">How to export a list of users</a></li>
<li data-list-item-id="ef4d65dfbfc3458fd6963dd90277e1990"><a href="https://support.zendesk.com/hc/en-us/articles/4408887009306-What-is-the-recommended-method-to-regularly-export-Zendesk-Support-data-" target="_blank" rel="noopener noreferrer">What is the recommended method to regularly export Zendesk Support data?</a></li>
<li data-list-item-id="edcb646728b280298ee9d12ecf93f1e9a"><a href="https://support.zendesk.com/hc/en-us/articles/4408887024026-What-are-my-ticket-export-options-" target="_blank" rel="noopener noreferrer">What are my ticket export options?</a></li>
<li data-list-item-id="e65494d29f59e670f2fdd9c7ed4f8d60b">
<p><a href="https://support.zendesk.com/hc/en-us/articles/4408827353370-Where-is-the-data-export-option-" target="_blank" rel="noopener noreferrer">Where is the data export option?</a></p>
<div class="p"><div class="note">
<span class="notetitle">Note:</span> The ability to export data to a JSON, CSV, or XML file is available to admins and agents with a custom role that has export permissions.</div></div>
</li>
</ul>
</div><div class="accordion"><p>Export reports from Analytics</p></div><div class="panel">
<p>To export a dashboard, see <a href="https://support.zendesk.com/hc/en-us/articles/4483481898266-Exporting-dashboard-tabs-and-reports#topic_spz_dpz_5sb" target="_blank" rel="noopener noreferrer">Export a dashboard tab</a>.</p>
<p><img src="https://support.zendesk.com/hc/article_attachments/9664200188314" alt="Export a dashboard.png" width="500"></p>
<div class="p"><div class="note">
<span class="notetitle">Note:</span> You can only export one tab at a time.</div></div>
<p>To export a report, see <a href="https://support.zendesk.com/hc/en-us/articles/4408829048602-Working-with-reports#topic_s3r_hbv_klb" target="_blank" rel="noopener noreferrer">Work with reports from within a report</a>.</p>
<p><img src="https://support.zendesk.com/hc/article_attachments/9664200188570" alt="Export a report.png" width="500"></p>
</div><div class="accordion"><p>Export data from Sales</p></div><div class="panel">
<p>To export data from Sales, see <a href="https://support.zendesk.com/hc/en-us/articles/4408828443674-Exporting-data-from-Zendesk-Sales" target="_blank" rel="noopener noreferrer">Export data from Zendesk Sales</a>.</p>
<p><img src="https://support.zendesk.com/hc/article_attachments/9664184093082" alt="Export data from Sales.png" width="500"></p>
</div><div class="accordion"><p>Export data from Knowledge</p></div><div class="panel">
<div class="p"><div class="note important">
<span class="importanttitle">Important:</span> There is no CSV export button for Knowledge content.</div></div>
<h3 id="h_01KSJS36JDFKY911G2XNGXF3XV">Available export methods</h3>
<h4 id="h_01KSJS36JDT0MB46DTQHP3RYVC">Method 1: Help center API article-by-article</h4>
<p>This is best for complete data backups and migrations to another platform.</p>
<p>To export these items:</p>
<ul>
<li data-list-item-id="ec63a8f4d0ddf884087ebbe112dc9199c">Article content for all locales</li>
<li data-list-item-id="e6e9afed145d58b4e897ada1670f51156">Article metadata such as authors, dates, and votes</li>
<li data-list-item-id="eaacb0caa4c509a4e773f72600c7ff292">Categories and sections structure</li>
<li data-list-item-id="e9cab8c9b0e2da9b922ee429cd02c4c65">Article attachments that you must download separately</li>
</ul>
<p>Limitations include the following:</p>
<ul>
<li data-list-item-id="e64482263ad4f5fd4dc6efd66756e45ed">Requires API knowledge or scripts</li>
<li data-list-item-id="ed86a3c6b25d4a0511318a14c952866b5">Must export articles through pagination</li>
<li data-list-item-id="e36e2f9194d164dd3d8f742527e19b843">Time-consuming for large knowledge bases of more than 100 articles</li>
</ul>
<p>For complete documentation, see <a href="https://developer.zendesk.com/api-reference/help_center/help-center-api/articles/" target="_blank" rel="noopener noreferrer">help center API</a>.</p>
<h4 id="h_01KSJS36JDXE3MPYMR6AR23B7C">Method 2: Web scraping is not recommended</h4>
<p>Web scraping uses tools to copy published articles from your public help center.</p>
<p>This is not recommended because of the following reasons:</p>
<ul>
<li data-list-item-id="e207c0d8b30bbd32775b2550da2229a25">Gets published content only and loses drafts and internal articles</li>
<li data-list-item-id="ea394f570a2a073e8452eaeb7e9c51544">Loses metadata such as author, creation date, votes, and comments</li>
<li data-list-item-id="e1e4322bdee6db3ec9a00e373fe04040b">Breaks formatting often</li>
<li data-list-item-id="eea752de917e34ef49f6c237a0ac83126">Does not get article relationships or structure</li>
<li data-list-item-id="eeb81d9bd8e8c6a0da5081e815ed6c5ad">Violates the Zendesk Main Services Agreement if automated at scale</li>
</ul>
<h4 id="h_01KSJS36JDZE2TFF0QK11SX0PN">Method 3: Professional services</h4>
<p>This is best for large-scale migrations and complex data transformations.</p>
<p>Zendesk professional services provide the following:</p>
<ul>
<li data-list-item-id="e5eaf4831f3b5ef73a13e43fcf7ca03d0">Complete knowledge base export</li>
<li data-list-item-id="e0d8d01b9bb2b8428d4977f9c44e27b70">Preserves all metadata and relationships</li>
<li data-list-item-id="e02053129de9d1ec04fe09a5b0f655315">Migration to another Zendesk instance or external platform</li>
<li data-list-item-id="e29a867718b16e2bd40b1781ebfa6bf32">Data transformation and cleanup</li>
</ul>
<p>Note: This is a paid service, so contact your account representative for a consultation.</p>
<h4 id="h_01KSJS36JDRJMF17PC1ENTMA6P">Method 4: Community scripts</h4>
<p>Community scripts are community-contributed export scripts found on the Zendesk Developer Community or GitHub.</p>
<p>Use this method with caution for the following reasons:</p>
<ul>
<li data-list-item-id="e4aef9c1fcda8ed6080ccb264f84cb539">Community tools are not officially supported by Zendesk</li>
<li data-list-item-id="edfae452ae9ad521b3cde379226047448">May break if the API changes</li>
<li data-list-item-id="e853bc557891074f9c9654778a2810db4">Test thoroughly and review the code for security before running the script</li>
</ul>
<h4 id="h_01KSJS36JDBV6DT7E268A1T5SN">Quick comparison</h4>
<figure class="wysiwyg-table"><table style="border-spacing: 0px;">
<thead><tr>
<th style="padding: 5px;">Method</th>
<th style="padding: 5px;">Completeness</th>
<th style="padding: 5px;">Ease</th>
<th style="padding: 5px;">Cost</th>
</tr></thead>
<tbody>
<tr>
<td style="padding: 5px;">Help center API</td>
<td style="padding: 5px;">✅ Complete</td>
<td style="padding: 5px;">⚠️ Technical</td>
<td style="padding: 5px;">Free</td>
</tr>
<tr>
<td style="padding: 5px;">Web scraping</td>
<td style="padding: 5px;">⚠️ Partial</td>
<td style="padding: 5px;">⚠️ Difficult</td>
<td style="padding: 5px;">Free</td>
</tr>
<tr>
<td style="padding: 5px;">Professional services</td>
<td style="padding: 5px;">✅ Complete</td>
<td style="padding: 5px;">✅ Easy</td>
<td style="padding: 5px;">$$$</td>
</tr>
<tr>
<td style="padding: 5px;">Community scripts</td>
<td style="padding: 5px;">✅ Complete</td>
<td style="padding: 5px;">⚠️ Moderate</td>
<td style="padding: 5px;">Free</td>
</tr>
</tbody>
</table></figure><p><strong>Recommendation:</strong> For serious backup and migration needs, use the help center API or professional services.</p>
</div><div class="accordion"><p>Export data from Messaging or legacy live chat</p></div><div class="panel">
<div class="p"><div class="p"><div class="note important">
<span class="importanttitle">Important:</span> First, <a href="https://support.zendesk.com/hc/en-us/articles/5094352858906-Am-I-using-live-chat-or-messaging" target="_blank" rel="noopener noreferrer">determine which product you have</a>.</div></div></div>
<h3 id="h_01KSJS36JE9TFKMTV5GY40GWD8">How to check if you use messaging or legacy live chat</h3>
<ul>
<li data-list-item-id="e5f48729ac2ae63ba4755669b68c65e94">Go to <strong>Admin Center Channels</strong>. If Messaging and social appears, you have messaging. If you only see Chat, you have legacy live chat.</li>
<li data-list-item-id="e17341b8b1d18d4a98933dfec66139f7b">In messaging, conversations persist across sessions. In legacy live chat, sessions end when the customer closes the window.</li>
<li data-list-item-id="e44f11eb6932b6296826295fa2ed36ccd">Messaging is available on Suite plans such as Professional and Enterprise. Legacy live chat is a legacy product.</li>
</ul>
<h3 id="h_01KSJS36JEFS7QE07AREGQJ5JX">Messaging and Sunshine Conversations export</h3>
<p>To export the data:</p>
<ul>
<li data-list-item-id="e9d92c241cc09a0e3b2e13d5ba8995227">Go to <strong>Admin Center Channels Messaging and social Messaging</strong>
</li>
<li data-list-item-id="e574f9d0f82e72dd4913f42ea03ff3e81">Click your messaging channel</li>
<li data-list-item-id="e14a3f284bc7fdbf9e913faa1cf7fc297">Go to the Analytics or Export section to export conversation data. Location varies by setup.</li>
</ul>
<p>You get conversation transcripts, metadata such as customer information, timestamps, and assigned agent, and message content. Alternatively, use the Sunshine Conversations API for a programmatic export.</p>
<h3 id="h_01KSJS36JEMC3EDAFMSC9NK28F">Legacy live chat export</h3>
<p>You can <a href="https://support.zendesk.com/hc/en-us/articles/4408893866778-Exporting-your-chat-history" target="_blank" rel="noopener noreferrer">export your past chats</a> from the History page in the legacy live chat dashboard.</p>
<p><img src="https://support.zendesk.com/hc/article_attachments/9664200188826" alt="Past Chats history.png" width="500"></p>
<p>To export the data:</p>
<ul>
<li data-list-item-id="e1434361394d68b791d20fd8bcff04782">Go to <strong>Admin Center Channels Chat Dashboard</strong>
</li>
<li data-list-item-id="ecec8011d268f9df752ac8d5e8f1c8e0d">Click <strong>Analytics</strong>
</li>
<li data-list-item-id="e04be19f2f5b4c9b4b97335cb390bbc3d">Export chat data as CSV or scheduled email reports</li>
</ul>
<p>Limitations include historical data retention that varies by plan and might not include older chats. Alternatively, use the live chat API for a programmatic export.</p>
<p>For information on how to export conversion data, see <a href="https://support.zendesk.com/hc/en-us/articles/4408821637786-Exporting-Chat-Conversion-Tracking-data" target="_blank" rel="noopener noreferrer">Export Chat Conversion Tracking data</a>.</p>
</div><div class="accordion"><p>Additional export considerations</p></div><div class="panel">
<h3 id="h_01KSJS36JECNCR9CHQBQX80DA1">Customer list add-on</h3>
<p>To export end-user lists, some accounts have the customer list add-on which provides the following:</p>
<ul>
<li data-list-item-id="e68eecb6cf3ccfd355e075661282f2efa">Enhanced user export capabilities</li>
<li data-list-item-id="e03fa78eade5cd0a85ce12c5ae4f6e961">Scheduled user exports</li>
<li data-list-item-id="ed90ef2c042a14a92556d9090bd2f7d31">User segment exports</li>
</ul>
<p>This is not available on all plans. Contact your account representative to check eligibility and pricing.</p>
<p>To check if you have it: Go to <strong>Admin Center People Customers</strong>. Look for enhanced export options. If you see a basic user export only, you do not have the add-on.</p>
<h3 id="h_01KSJS36JEFFV1XRJY1AGYEQZE">Export frequency limits</h3>
<p>Be aware of rate limits when you export data:</p>
<ul>
<li data-list-item-id="ee752f1f8ef4fd3b818d84a34380ed1bb">UI exports and CSV downloads: There is no strict limit on frequency, but large exports of more than 100,000 records might time out. Split large exports by date range if needed.</li>
<li data-list-item-id="e0a8291cbee806077ef31c09bbd23dccb">API exports: Rate limits apply. Incremental exports are recommended for large datasets.</li>
<li data-list-item-id="e83a8d5caa65a1392747ac3a0a12c68f2">Scheduled exports: You can schedule daily and weekly exports for some data types to be emailed to specified addresses. This is automatic and does not count against manual export usage.</li>
</ul>
</div>