Exporting reports as CSV

Exporting reports as CSV in Deskwoot is a one-click download from the report view that pulls the underlying rows into a spreadsheet for analysis or sharing. There are 3 export types, and each gives you a different slice of your data: conversations, agents, and CSAT. Reporting (and these exports) is available on the Startup plan and above.

What are the 3 export types?

Each export comes from its matching report and contains a different set of rows.

• Conversations export: one row per conversation, with fields like ID, status, priority, inbox, assigned agent, labels, contact info, timestamps, and the CSAT rating if one was collected. This is the raw ticket-level data, so it is what you reach for to cross-reference resolution time, agent workload, and satisfaction in a single file.
• Agents export: one row per agent, with the per-agent metrics from the agent performance report (conversations handled, first response time, resolution time, and CSAT). This export is available to managers only, since it covers everyone's numbers and not just your own.
• CSAT export: one row per survey response, with the rating, any comment the customer left, and the conversation it belongs to. Use it to read satisfaction feedback in bulk rather than clicking through scores one at a time. CSAT itself needs the Business plan or above and is configured per inbox, so the export only has data once CSAT is collecting responses.

How do I export a report?

1. Open Reports from the main sidebar.
2. Select the report you want: Conversations, Agent Performance, or CSAT.
3. Apply filters first (date range, inbox, agent, label) to keep the file focused.
4. Click Export or Download CSV, usually near the top right of the report.
5. Your browser downloads a .csv you can open in Excel, Google Sheets, or LibreOffice Calc.

Tips for clean exports

• Filter before you export. Set the date range and any other filters first so the file holds only what you need.
• Name files consistently. Something like conversations_jan2026.csv makes them easy to find later.
• Export on a cadence. A weekly or monthly export builds a history you can chart over time.
• Keep backups. Drop important exports in a shared drive so the rest of the team can reach them.

Troubleshooting

• Empty or short file: check your filters. A narrow date range or a tight filter combo can return nothing.
• Garbled characters: open the file with UTF-8 encoding so accents and non-Latin scripts render correctly.
• Slow to generate: a wide date range with thousands of conversations takes a moment. Let it finish before clicking again.
• No agents export option: that one is managers only. If you cannot see it, your role does not have access to other agents' data.

Frequently asked questions