Export Case
Export case data in various formats for sharing, archiving, or analysis.
Export Formats
PDF
- Complete case details
- Formatted for printing
- Includes case history
- Professional layout
CSV
- Case data in spreadsheet format
- Importable to Excel
- For analysis and reporting
- Structured fields
JSON
- Developer-friendly format
- All case metadata
- Structured data
- API integration ready
What's Included
- Case details
- Full history
- Comments
- Documents
- Interaction notes
- Assigned users
Export Process
info
Fields shown in your export depend on your role permissions. Some sensitive fields may be filtered based on your access level.
- Open case
- Click Export menu
- Select format
- Choose what to include
- Download file
Use Cases
- Archive completed cases
- Share with external parties
- Analysis and reporting
- Data migration
- Integration with other systems
Best Practices
- Export before deleting cases
- Include history for context
- Secure exported documents
- Archive regularly