What happened
What this says
Current to 11 Oct 26Calum needed to export search results for an urgent manager review that afternoon. Bethan explained Starter does not support direct export and suggested screenshots as an immediate option and Growth tier for regular exports.
Problem: Calum could not find an export option in search results and had an urgent need for that afternoon's meeting. Handling: Bethan confirmed export is not available on Starter, suggested copying data or screenshots immediately, and mentioned Growth tier dashboards as a better solution for regular exports. Watch: Clear upsell opportunity to Growth tier for this customer.
Details
Updated 9 Oct 26Trail
- created · Calum Sneddon 27 Aug 2024 10:14I'm trying to work out how to export the results from a customer service search. I can see the data on screen but I can't find an export button or option. Do you support this on Starter tier?
- public_reply · Calum Sneddon 27 Aug 2024 10:37This is fairly urgent actually. I have a manager review this afternoon and need to show this data to them. Is export something I should be able to do?
- public_reply · Bethan Lister 27 Aug 2024 15:56Hi Calum, just so I've got this right: you're looking to export the results from a search query for a report. Export directly from search results isn't available on Starter at the moment. Your best option is to copy the data or take a screenshot. If you need to export regularly, Growth tier has dashboards you can build and download. Happy to discuss if that would help.
- status_change · 2 Sep 2024 23:59