Plan requirement
| Subscription | Suite Professional or higher, Explore Professional or higher |
| Access | Agent |
Getting a report or a whole tab out as a file, and choosing the format for what happens next. A spreadsheet for a slide costs you a second round trip.
Export it
- Open the report or the dashboard tab.
- Choose to export.
- Pick the format.
- Wait for it to be prepared, then download.
Pick the format by what happens next
A dashboard tab exports as CSV, Excel, PNG or PDF; a single report as CSV, Excel, Image or PDF.
- Image or PDF, for a slide or a meeting. Looks like the dashboard.
- Excel or CSV, for further analysis. The numbers, without the layout.
Exporting a spreadsheet for a slide, or an image for analysis, costs you a second round trip.
What the file does not carry
Zendesk states it plainly: when you export a report, any filters you applied are not included. Check the figures in the file against what the report showed on screen before you circulate it, because a file that quietly covers a different population than the chart is the worst version of this.
Nor does the recipient get your styling: the metric display format, the date display format and other styling are not exported to Excel or CSV, and visualisations and chart configurations are not preserved in an Excel export. Put the filters and the period in the filename or the message, since the file will not say.
Say the period in the filename
"Support-weekly-2026-08-18" rather than "export". These files get forwarded and stored, and a number without its period is a number that will be misquoted.
Check the row count
Excel exports are limited to 50,000 rows and 16,000 columns. A large report truncates, and the file looks complete.
Image and PDF exports have their own version of this: anything hidden behind a horizontal or vertical scroll bar is not exported. A long table becomes a short one that looks deliberate.
One more thing to plan around: tabs export one at a time. It is not possible to export all of a dashboard's tabs at once.
Consider a schedule instead
If you export the same thing every week, schedule the dashboard. It arrives without anybody remembering, and there is no version somebody exported with the wrong filter.
Think about what is in it
Customer names, agent figures, ticket detail. Once exported it is on somebody's machine, outside the access controls that governed it a moment earlier.
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