Exporting datasets from Explore

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<div class="body">
<p class="p">You can export granular, unfiltered data from certain Explore datasets on a recurring or
one-time basis. The exported datasets are made available as CSV files that you can
download and integrate with third-party tools of your choice. Additionally, dataset
exports do not have the same <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/5133326635162#topic_sh5_ljz_nvb" target="_blank">50,000-row limit that reports do</a>.</p>
<p class="p">Exporting datasets this way allows you to easily combine Zendesk data with other data
sources, giving you a fuller picture of your business operations.</p>
<p class="p">Watch this video for a short introduction to exporting datasets.</p>
<p class="p"></p>
<div class="non-responsive"><iframe allowfullscreen="" class="iframe embed-responsive-item" controls="controls" height="316" src="https://www.youtube.com/embed/uDcvRACxK-4" width="560"></iframe></div>
<p class="p"><em class="ph i">Exporting datasets with Zendesk Explore (1:41)</em></p>
<div class="p">
<div class="note important">
<span class="importanttitle">Important:</span> You must be an Explore admin to configure dataset exports. Admins have access
to all exports regardless of who created them.</div>
</div>
<p class="p">This article contains the following topics: </p>
<ul class="ul" id="Explore_data_exporter__ul_pht_5lt_lyb">
<li class="li"><a class="xref" href="#topic_u32_mlt_lyb">Creating a one-time export</a></li>
<li class="li"><a class="xref" href="#topic_rvq_nlt_lyb">Creating a recurring export</a></li>
<li class="li"><a class="xref" href="#topic_k1p_plt_lyb">Viewing the results of an export</a></li>
<li class="li"><a class="xref" href="#topic_pcc_rlt_lyb">Canceling an in-progress export</a></li>
<li class="li"><a class="xref" href="#topic_b3s_slt_lyb">Deleting an export and its results</a></li>
</ul>
<div class="p">
<div class="note tip" id="Explore_data_exporter__note_wtr_tlt_lyb">
<span class="tiptitle">Tip:</span> If you want to export a single report or
dashboard, see <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4483481898266" target="_blank">Exporting dashboard tabs and reports</a>.</div>
</div>
</div>
<div aria-labelledby="ariaid-title2" class="topic nested1" id="topic_u32_mlt_lyb">
<h2 class="title topictitle2" id="ariaid-title2">Creating a one-time export</h2>
<div class="body">
<p class="p">You can create an export that runs immediately and exports data for the dataset and
time period you select. The number of exports you can perform each month is equal to
the number of datasets you have access to. </p>
<p class="p">The month is calculated based on a calendar month. If you use an export on March 15
for example, that slot will become available again on April 15.</p>
<p class="p"><strong class="ph b">To create a one-time export</strong>
</p>
<ol class="ol" id="topic_u32_mlt_lyb__ol_hzz_dmt_lyb">
<li class="li">In Explore, click the <strong class="ph b">Dataset exports</strong> icon (<img class="image" id="topic_u32_mlt_lyb__image_tzz_nry_pbc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/explore_dataset_exports_icon.png">) in the left sidebar. </li>
<li class="li">Click <strong class="ph b">Create one-time export</strong>. </li>
<li class="li">In the <strong class="ph b">Dataset</strong> field, select the dataset you want to export. The options
are: <ul class="ul" id="topic_u32_mlt_lyb__ol_pf3_3mt_lyb">
<li class="li"><strong class="ph b">Answer Bot: Flow Builder</strong></li>
<li class="li"><strong class="ph b">Chat and Messaging - Engagement</strong></li>
<li class="li"><strong class="ph b">Chat and Messaging - Messaging tickets</strong></li>
<li class="li"><strong class="ph b">Guide - Knowledge Base</strong></li>
<li class="li">
<strong class="ph b">Support - Tickets</strong>
</li>
<li class="li">
<strong class="ph b">Support - SLAs</strong>
</li>
<li class="li"><strong class="ph b">Support - Updates History</strong></li>
<li class="li"><strong class="ph b">Talk - Calls</strong></li>
</ul>
</li>
<li class="li">In the <strong class="ph b">Time</strong> field, select the time period the data should cover. The
options are: <ul class="ul" id="topic_u32_mlt_lyb__ol_yct_3mt_lyb">
<li class="li"><strong class="ph b">Last 24 hours</strong></li>
<li class="li"><strong class="ph b">Last 7 days</strong></li>
<li class="li">
<strong class="ph b">Last 30 days</strong>
</li>
<li class="li">
<strong class="ph b">Last 3 months</strong>
</li>
<li class="li">
<strong class="ph b">Last 6 months</strong>
</li>
<li class="li">
<strong class="ph b">Last 12 months</strong>
</li>
</ul>
</li>
<li class="li">Click <strong class="ph b">Create</strong>. Your export begins processing. <p class="p"><img class="image" id="topic_u32_mlt_lyb__image_rr4_sdw_jzb" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/explore_dataset_exporter_one_time_export.png" width="600"></p>
</li>
</ol>
<p class="p">You’ll receive an email when the exported CSV file is ready to download. In the
meantime, you can <a class="xref" href="#topic_k1p_plt_lyb">see the status of
your export</a> on the <strong class="ph b">Dataset exports</strong> page. You can download the CSV
file up to three times.</p>
<p class="p">Only the admin who created the export and the account owner receive the email
notification. An admin cannot create an export on behalf of another user, but can
download any export regardless of who created it.</p>
</div>
</div>
<div aria-labelledby="ariaid-title3" class="topic nested1" id="topic_rvq_nlt_lyb">
<h2 class="title topictitle2" id="ariaid-title3">Creating a recurring export</h2>
<div class="body">
<p class="p">You can create an export that runs on a recurring basis and exports data for the
dataset and time period you select. </p>
<p class="p">Recurring exports are always scheduled for a specified time in the future. The export
includes data from the previous day, week, or month, depending on the frequency you
select. For example, if you create a recurring weekly export that runs on Mondays at
9 AM, the export will begin processing at 9 AM on the next Monday and will return
data for the previous seven days. This process will repeat every week unless you
<a class="xref" href="#topic_b3s_slt_lyb">delete the recurring
export</a>. </p>
<p class="p">The first time the recurring export runs, it will return data from the past year,
regardless of your settings.</p>
<p class="p">You can have up to 14 recurring exports at a time.</p>
<div class="p">
<div class="note tip" id="topic_rvq_nlt_lyb__note_c5k_vnt_lyb">
<span class="tiptitle">Tip:</span> If you want to export data immediately, <a class="xref" href="#topic_u32_mlt_lyb">create a one-time export</a>
instead.</div>
</div>
<p class="p"><strong class="ph b">To create a recurring export</strong>
</p>
<ol class="ol" id="topic_rvq_nlt_lyb__ol_hxc_nnt_lyb">
<li class="li">In Explore, click the <strong class="ph b">Dataset exports</strong> icon (<img class="image" id="topic_rvq_nlt_lyb__image_dtl_4ry_pbc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/explore_dataset_exports_icon.png">) in the left sidebar. </li>
<li class="li">Click <strong class="ph b">Create recurring export</strong>. </li>
<li class="li">In the <strong class="ph b">Dataset</strong> field, select the dataset you want to export. </li>
<li class="li">In the <strong class="ph b">Frequency</strong> field, select how often the export should run. The
options are: <ul class="ul" id="topic_rvq_nlt_lyb__ol_hhd_rnt_lyb">
<li class="li">
<strong class="ph b">Daily</strong>
</li>
<li class="li">
<strong class="ph b">Weekly</strong>
</li>
<li class="li">
<strong class="ph b">Monthly</strong>
</li>
</ul>
</li>
<li class="li">Depending on the frequency you selected, specify the <strong class="ph b">Hour</strong>, <strong class="ph b">Day</strong>, or
<strong class="ph b">Day of the month</strong> the export should run. <div class="p">
<div class="note note" id="topic_rvq_nlt_lyb__note_uqt_ynt_lyb">
<span class="notetitle">Note:</span> If the selected day of the month doesn’t exist
for a given month (for example, the 31st of February), the export will
run on the first day of the next month. </div>
</div>
</li>
<li class="li">Click <strong class="ph b">Create</strong>. Your export will begin processing on the day and time you
specified. <p class="p"><img class="image" id="topic_rvq_nlt_lyb__image_dkj_5dw_jzb" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/explore_dataset_exporter_recurring_export.png" width="600"></p>
</li>
</ol>
<p class="p">You’ll receive an email when the exported CSV file is ready to download. In the
meantime, you can <a class="xref" href="#topic_k1p_plt_lyb">see the status of
your export</a> on the <strong class="ph b">Dataset exports</strong> page. You can download the CSV
file up to three times.</p>
</div>
</div>
<div aria-labelledby="ariaid-title4" class="topic nested1" id="topic_k1p_plt_lyb">
<h2 class="title topictitle2" id="ariaid-title4">Viewing the results of an export </h2>
<div class="body">
<p class="p">On the <strong class="ph b">Dataset exports</strong> page, you can see the details of all exports you’ve
created and download the results as a CSV file. </p>
<p class="p">By default, the CSV files are automatically deleted from Explore seven days after the
export runs. To retain access to the exported data after seven days, download the
file and save it to a different location. </p>
<p class="p"><strong class="ph b">To view the results of an export</strong>
</p>
<ol class="ol" id="topic_k1p_plt_lyb__ol_vpb_d4t_lyb">
<li class="li">In Explore, click the <strong class="ph b">Dataset exports</strong> icon (<img class="image" id="topic_k1p_plt_lyb__image_sy5_4ry_pbc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/explore_dataset_exports_icon.png">) in the left sidebar. </li>
<li class="li">Select the <strong class="ph b">Recurring</strong> or <strong class="ph b">One-time</strong> tab, depending on which type of
export you want to view. On the Recurring tab, you can see the following
details: <ul class="ul" id="topic_k1p_plt_lyb__ul_v4v_ndt_pbc">
<li class="li">
<strong class="ph b">Dataset.</strong> Which dataset is scheduled to be exported.</li>
<li class="li">
<strong class="ph b">Frequency.</strong> How often the dataset is scheduled to be
exported.</li>
<li class="li">
<strong class="ph b">Last run.</strong> When the dataset was last exported.</li>
<li class="li">
<strong class="ph b">Next run.</strong> When the dataset will next be exported.</li>
</ul>
<p class="p">On the One-time tab, you can see the following details:</p>
<ul class="ul" id="topic_k1p_plt_lyb__ol_fjp_24t_lyb">
<li class="li">
<strong class="ph b">Exported on.</strong> When the export ran. </li>
<li class="li">
<strong class="ph b">Dataset.</strong> Which dataset was exported.</li>
<li class="li">
<strong class="ph b">Time.</strong> The relative time period the data covers (for example, the
last 24 hours).</li>
<li class="li">
<strong class="ph b">Date range.</strong> The specific dates the data covers.</li>
<li class="li">
<strong class="ph b">Size.</strong> The size of the exported file. </li>
<li class="li">
<strong class="ph b">Expires in.</strong> When the exported file will no longer be available to
download. </li>
<li class="li">
<strong class="ph b">File.</strong> A link to download the exported file. If the export is
still processing, you’ll see <strong class="ph b">In progress</strong> here. </li>
</ul>
</li>
<li class="li">Click <strong class="ph b">Download</strong> to download the results of the export as a CSV file.
<p class="p"><img class="image" id="topic_k1p_plt_lyb__image_wqb_ydw_jzb" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/explore_dataset_exporter_results.png" width="600"></p>
</li>
</ol>
</div>
</div>
<div aria-labelledby="ariaid-title5" class="topic nested1" id="topic_pcc_rlt_lyb">
<h2 class="title topictitle2" id="ariaid-title5">Canceling an in-progress export</h2>
<div class="body">
<p class="p">You can cancel an in-progress export if you don’t want it to finish running.
Canceling a one-time export that’s currently processing still counts against the
limit of one export per 24 hours. </p>
<p class="p"><strong class="ph b">To cancel an export</strong>
</p>
<ol class="ol" id="topic_pcc_rlt_lyb__ol_qxp_m4t_lyb">
<li class="li">In Explore, click the <strong class="ph b">Dataset exports</strong> icon (<img class="image" id="topic_pcc_rlt_lyb__image_pbc_pry_pbc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/explore_dataset_exports_icon.png">) in the left sidebar. </li>
<li class="li">Select the <strong class="ph b">Recurring</strong> or <strong class="ph b">One-time</strong> tab, depending on which type of
export you want to cancel. </li>
<li class="li">Hover your mouse over the export you want to cancel and click the options icon
(<img class="image" id="topic_pcc_rlt_lyb__image_fcv_p4t_lyb" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/sell_icon_menu_vertical.png" width="16">) on the right. </li>
<li class="li">Click <strong class="ph b">Cancel</strong>. </li>
<li class="li">In the form that appears, click <strong class="ph b">Cancel export</strong>. </li>
</ol>
</div>
</div>
<div aria-labelledby="ariaid-title6" class="topic nested1" id="topic_b3s_slt_lyb">
<h2 class="title topictitle2" id="ariaid-title6">Deleting an export and its results</h2>
<div class="body">
<p class="p">You can delete a recurring or completed one-time export that you no longer need. When
you delete an export, its associated results are also deleted. You’ll no longer see
the export results on the <strong class="ph b">Dataset exports</strong> page. </p>
<p class="p">Deleting a recurring export deletes any results associated with previous iterations
of that export and prevents future iterations from running. Deleting a one-time
export deletes the results associated with that export only. </p>
<p class="p"><strong class="ph b">To delete an export and its results</strong>
</p>
<ol class="ol" id="topic_b3s_slt_lyb__ol_ss2_r4t_lyb">
<li class="li">In Explore, click the <strong class="ph b">Dataset exports</strong> icon (<img class="image" id="topic_b3s_slt_lyb__image_i2k_pry_pbc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/explore_dataset_exports_icon.png">) in the left sidebar. </li>
<li class="li">Select the <strong class="ph b">Recurring</strong> or <strong class="ph b">One-time</strong> tab, depending on which type of
export you want to delete. </li>
<li class="li">Hover your mouse over the export you want to delete and click the options icon
(<img class="image" id="topic_b3s_slt_lyb__image_sbp_54t_lyb" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/sell_icon_menu_vertical.png" width="16">) on the right. </li>
<li class="li">Click <strong class="ph b">Delete</strong>. <p class="p"><img class="image" id="topic_b3s_slt_lyb__image_jhd_12w_jzb" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/explore_dataset_exporter_delete_results.png" width="600"></p>
</li>
<li class="li">In the form that appears, click <strong class="ph b">Delete export</strong>.</li>
</ol>
</div>
</div>
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