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Getting StartedHome → Users Manual → Filters → Exporting Filter Results to CSV
6.10. Exporting Filter Results to CSV
Updated: 3 Sep 2026, 09:13 PM EDT
Open the filter and choose CSV Export from the Options menu above the request grid.
Not available on the Reminders or Subscriptions views.
What the export contains
The columns configured on the filter, for every matching request. There is no row limit and no separate export configuration — to change what is in the CSV, change the filter's display columns.
On filters you create, a linked request-ID column is added to the front automatically, headed ID. Inbox, My Queue and SPAM exports do not get it.
Differences from what you see on screen
| In the grid | In the CSV |
|---|---|
| Column names as they appear in the picker | The short header name — "Request ID" exports as "ID", "Time Tracker Total" as "Time" |
| Read / Unread, Replied To, and the Inbox's Take it | Dropped |
| Attachments, AI Detected Out of Office, AI Auto Categorized | Kept, as Yes / No |
| Contacted Via icon | The method name as text |
| Time Tracker Total as h:mm | Raw seconds |
| Formatted note text | Plain text, HTML stripped |
| Whatever column you last clicked to sort | The filter's own saved Order — a sort you clicked in the grid is not carried into the export |
Including note content
By default an export shows the initial request, not the work done on it. Add Latest Public Note or Latest Private Note to the filter to include note text. Teams that write a closing summary as the last note find this makes exports usable as a record of work performed.