Exports

1. On the top menu bar, click Analytics > Exports
2. On the Exports page, click Request an Export

3. In the Request an Export window, click New. Result: The window refreshes with new options.

                                                                       

   In the new window, fill in the options:                                                                                                                                                                                                                                                                        

   Element	Description
   Export Fields	Choose the fields to include in the export.                                                                                       Check the boxes. Find fields by clicking the page links or by searching.
   Filter Fields	Choose the fields to filter the results.                                                                                      Check the boxes. Find fields by clicking the page links.
   Name	Type the name of the new export
   Select Items by Last Action Date	Tickets chosen by date of the last action taken on them
   Select Items by Creation Date	Tickets chosen by date they were created

                                                                       

    

4. Click Save. Result: The window refreshes with new options.

                                                                       

   In the new window, fill in the options:

                                                                       
   Parameters

   Some parameters need explanation.                                                                                                                                                                                           

   Parameter	Description
   Contractor	Often a third party company locator
   Date Type	Date Parameter, such as creation date, received time, last action time
   Date Time Type (Work Items only)	Create Date Time: Filters by the Creation Date/Create Time the item was created in the system                                                                                              Work Date Time: Filters by the Schedule time, then Due Date time (if both present)
   Folder	The folder containing the item. Folders are used to organize items
   Locator	Person who decides to clear or respond to tickets
   One Call Center	Third party that sends tickets
   Registration Code	Code that identifies One Call Center
   Status	The status of the ticket results from actions taken by users or your company’s auto processing rules. There are four ticket statuses, all of which are system defined. A status is either open (user can work on it) or closed (user cannot work on it): Assigned (open): Ticket that has been assigned to a locator or contract locator Closed: Ticket that is closed In Ticket Folder (open): Ticket was placed in a folder by a user or an auto-processing rule Pending Your Research (open): Research needed because no auto processing rules applied, no rules were recommended, or  the ticket matches multiple rules
   Ticket Type Category	The standard ticket type categories: Aerial Damaged Utility Design Emergency Meet Recall Regular Revision Short
   Work Item Type (Work Items only)	Work items are defined by your company

                                                                               
                                                                       
   Tickets Received Date        

   Filter by ticket received date

    
                                                                       
   Options    

   Options vary depending on format.

                                                                                                                                                                         

   Information	Description
   Convert dates to One Call Center timezone	Time and date information in the exported data converted to the timezone of the One Call Center
   Compress to/Create  a file per day	Weekly or monthly files are exported in a single zip file
   Export to a zip file	The CSV or XML export file is zipped to make it smaller
   Include a Link to Ticket Details	Adds a URL to each exported ticket linking to the corresponding Ticket Details screen (you must login to get access). Ticket data available after 24 hours
   Include all assignment information	The user the item is assigned to (and all past assignees)
   Include all folder placement information	The folder the item is in (and all folders that it has been in)
   Include all item history	The item history includes all actions taken on an item (also called audit history)
   Include all response information	All responses to an item
   Include item text	The complete text of the item
   Notify me via email when export is complete	Notification email sent to address in user's account in Users
   Select items by creation time	The date and time the item was created
   Select items by last action time	The date and time of the most recent action taken on the item

                                                                               
5. Click Save to save or Cancel to discard your export. Result: The export appears on the Exports page with the status Queued. 
6. The export file appears on the Exports page screen in a Queued status. After a short delay, the status changes to Ready and the file can be downloaded
7. Click  Refresh (  ) in the upper-left corner to refresh the page
8. Click the filename in the Format column to download the export file

Export files appear on the Exports page. If they have just been created, they have a status of Queued. After a short delay, the status changes to Ready and the file can be downloaded.

1.  In the Format column, click the filename to download the export file

                                                                       

   If you do not see the export file you want or it has the status Queued, click  Refresh (  ) in the upper-left corner to refresh the page