CASE MANAGEMENT
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      Export Case Data

      The Export feature simplifies downloading case information, enabling users to access detailed case data and notes for selected cases.

      Steps to export case list

      • Click on the Cases icon on the left navigation bar of the Home screen to view all the created Cases. By default, it will show cases created within the last 24 hours.



      • You may filter the case list based on a specific time frame by using the date time picker and various case attributes by clicking on the filter icon.
      • Click the Export icon on the Cases page to export the case list. 



        Field

        Description

        File Name

        Displays the name of the file

        PDF

        Export data in PDF format

        XLSX

        Export data in Excel format

        CSV

        Export data in CSV format

        ZIP

        Export data in a ZIP file

        Select Fields

        Select the fields that need to be exported

        Save

        Click Save to confirm your export choice.
      • The case list will be downloaded in the selected format, including the case details, applied filters (if any), and the MTTA and MTTR values.

      Steps to export Case Data for selected cases

      • Select the case for which you want to export data, including case notes.



      • Click the Export icon on the Cases page to export the case list.

        Note: The exported cases will be saved as a CSV file, including all case details and notes. Case notes can only be exported in CSV format.