{"id":3289,"date":"2025-04-24T21:53:53","date_gmt":"2025-04-24T21:53:53","guid":{"rendered":"https:\/\/support.grispi.com\/knowledge-base\/%f0%9f%93%8a-how-to-export-filters-in-grispi-as-excel\/"},"modified":"2025-05-17T10:25:13","modified_gmt":"2025-05-17T10:25:13","slug":"how-to-export-filters-in-grispi-as-excel","status":"publish","type":"ht_kb","link":"https:\/\/support.grispi.com\/en\/knowledge-base\/how-to-export-filters-in-grispi-as-excel\/","title":{"rendered":"\ud83d\udcca How to Export Filters in Grispi as Excel"},"content":{"rendered":"\n

You can export filters created in Grispi to Excel format to analyze data, generate reports, or include them in offline workflows. In this guide, you\u2019ll learn the step-by-step export process and see which data is included in the Excel file.<\/p>\n\n\n\n

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\u2705 What to Do Before Exporting Filters as Excel<\/h2>\n\n\n\n

Before exporting, make sure to define which columns should appear in the Excel file. This ensures the exported data is relevant and well-structured.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

\ud83d\udd27 Setting Columns<\/h2>\n\n\n\n
    \n
  1. Log in to Grispi<\/strong><\/li>\n\n\n\n
  2. Navigate to Settings > Filters<\/strong><\/li>\n\n\n\n
  3. Find the filter you want to export and click the \u201cListing Options\u201d<\/strong> button on the right<\/li>\n\n\n\n
  4. Click \u201cInsert Column\u201d<\/strong> from the drop-down menu<\/li>\n\n\n\n
  5. Select the columns you want to include in your Excel export<\/li>\n\n\n\n
  6. You can add up to 10 columns<\/strong><\/li>\n\n\n\n
  7. Save<\/strong> your changes<\/li>\n<\/ol>\n\n\n\n

    \ud83c\udfaf Example columns:<\/p>\n\n\n\n

    Ticket Title, Channel, Status, Tags, Labels, Agent, Ticket Number, Customer Email, Ticket Creation Date, etc.<\/p>\n\n\n\n

    \n\n\n\n
    \"\"<\/figure>\n\n\n\n

    \ud83d\udce5 Exporting Filters in Excel Format<\/h2>\n\n\n\n

    Once your columns are selected, you’re ready to export the filter data as an Excel file.<\/p>\n\n\n\n

    \ud83d\udccc Steps<\/h3>\n\n\n\n
      \n
    1. Go to the Filters<\/strong> tab from the top menu<\/li>\n\n\n\n
    2. Click the \u201cExport Filters\u201d<\/strong> button at the top right<\/li>\n\n\n\n
    3. In the pop-up window, select the filter you wish to export<\/li>\n\n\n\n
    4. Click the \u201cExport\u201d<\/strong> button<\/li>\n\n\n\n
    5. The system will generate the Excel file<\/li>\n\n\n\n
    6. Click \u201cDownload\u201d<\/strong> to save the file to your computer<\/li>\n<\/ol>\n\n\n\n

      \u2705 In addition to your selected columns, some system-generated fields are automatically included:<\/p>\n\n\n\n