Export search results to CSV

You can already find exactly the conversations you need with advanced search. Getting them out into a spreadsheet, though, has meant copying rows by hand for the monthly report, or writing a quick API script for a one-off question, and the analysis stayed stuck inside the helpdesk either way.

Conversation search export is now available in Herodesk.

Export exactly what you filtered

Run an advanced conversation search, then export the result set to CSV using the same filters you already have on screen: there’s nothing to re-specify. The file is plain CSV, so it drops straight into Excel, Google Sheets or your BI tool, and whatever you could narrow down to in the inbox is what lands in the export.

Go down to the message when you need to

For conversation-level reporting, one row per conversation is enough. When you need more, switch on message-level mode: one row per message, with the message id, type, date, author and plain-text body alongside the conversation columns, and you choose which message types to include. A row cap sits behind all of it, so an unfiltered export can’t accidentally dump the whole database.

Where to find it

The export button lives with advanced conversation search, so you export from the same place you build the search. It’s free on every Herodesk plan, including Free. Read more on the Conversation search export feature page.