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?

The export buttons are on the Reports overview. Each export contains a different set of rows. Administrators can always export; other members need a custom role (Enterprise) with View reports and Export reports, and their files only hold the conversations assigned to them.

• Conversations export: one row per conversation created in the range, with ID, status, priority, contact name and email, assigned agent, team, inbox, channel, labels, and the created, updated and first reply timestamps. This is the raw ticket-level data, so it is what you reach for to cross-reference first replies and agent workload in a single file.
• Agents export: one row per agent, with numbers like those in the agent performance report: name, email, role, conversations, resolved conversations and average response time in minutes. This export is available to administrators 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, the customer, the agent, the date 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. Pick the time range at the top: Last 7 days, Last 30 days or Last 90 days.
3. Click Export conversations CSV or Export CSAT CSV. Administrators also see Export agent performance CSV.
4. Your browser downloads a .csv you can open in Excel, Google Sheets, or LibreOffice Calc.

Tips for clean exports

• Pick the range before you export. Set the time range 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 the time range. Only conversations created in that range are included, and the CSAT file only lists surveys that got a rating.
• Garbled characters: open the file with UTF-8 encoding so accents and non-Latin scripts render correctly.
• Slow to generate: 90 days with thousands of conversations takes a moment. Let it finish before clicking again.
• No agents export option: that one is for administrators only. If you cannot see it, your role does not have access to other agents' data.

Frequently asked questions