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Exporting Customer Incident History
Answer ID 4579   |   Last Review Date 03/18/2019

Is there a way to export all the incidents from a customer's incident history into an excel spreadsheet?

Environment:

Contacts, Incident report, Workspace Items

Resolution:

It is possible to export data from the incident report that is in a contact workspace:

1)  Open the contact record

2)  Click on the Incidents tab

2)  Click on Options button

3)  Choose Export

4)  Choose format for exported file


For information on exporting incidents with threads, please see these related resources:

Answer ID 2068: Including an incident thread in a report

Answer ID 6261: Exporting threads is limited to 4000 characters