Export a Filtered Case View List to CSV - Appv5 Knowledge

What's in this article?

Working with case data in a spreadsheet can make analysis and reporting easier. You can export a list of cases from any filtered case view directly to a CSV file, which can then be opened in Excel or any other spreadsheet application.

How to Export Your Cases List to a Spreadsheet

1. Open a cases view from the main menu in Inbox.

2. Click the expand view button to display the list of cases in the full table view.

3. Click the file icon labelled Export to CSV (visible on hover) in the top right.

4. Select the fields you want to include in your report and set the order in which they should appear.

5. Click Export to CSV.

What to Expect After Exporting

Once the export begins, a toast notification will confirm that the export has started. A second notification will appear when the export is complete and the file is being downloaded. Depending on the size of your cases list, the process can take anywhere from a few seconds to many minutes — the more rows and columns your report contains, the longer it will take.

To get your data faster, consider applying additional filters to your view before exporting. Narrowing down the results reduces the number of rows and columns processed, which can significantly speed up the export.