Resource – FreshDesk Daily Ticket Pull

  • Created:
  • / Author: Peter Cockram

Getting the FreshDesk daily ticket pull.

Watch Video on how to pull a daily FD ticket report.

  1. Go to FreshDesk https://ceg.freshdesk.com/helpdesk/tickets
  2. On the FreshDesk Toolbar Click on Tickets
    fd tool bar
  3. You must have All Tickets selected on this drop down menu.
    fd all
  4. Click on the Export link in the upper right hand corner.
    fd export
  5. The Export Management Tool will load on top of the page and you will need to select the “Select all fields” radio button.
    fd select all
  6. Select and change the report range by selecting “Filter tickets by“
  7. Click on the “Last 30 Days” drop down menu.
  8. Change the “Last 30 Days” to “Set Date” in the drop down menu.
    fd set date
  9. Set the data range from Jan. 1 2015 to the current date.
    fd export ticket date
  10. You must “Export  as” a CSV document.
  11. Click on the fd export btn on the bottom left of the Export Management Tool.
  12. The FreshDesk Report will be sent to your email (or the email associated with the account you are logged into with FreshDesk at the time of the export).
  13. Open your email and click on the link sent to you by FreshDesk.
    fd email
  14. Save the downloadable object (Excel Spreadsheet) into a folder on the server X:\Freshdesk Reports\Daily Ticket Pull.
    • Save in a folder named after the Current Month.
    • If there is no folder appropriately named, make a folder and name it. Use naming convention in the previous folders.

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