Export requests and export templates

Using Export Templates

 

The “Export Templates” menu is a universal tool for creating request templates and reports in DaoDesk, with the help of which you will be able to print the content of the request, or generate a report for uploading requests to .xml or .csv file with a list of requests for a specified period, along with the parameters of the request (its unique number, date of creation, executor, status, evaluation from the client and many other attributes).

To create/edit templates, go from the Administration to the “Export templates” menu, where you can add a new template or edit an existing one:

 

You can create two types of export template:

  • For requests;
  • For reports.

Let's dwell on each type a bit more.

A template for requests allows using the markup language to create a general template where you can place the attributes of the request (tags) and then print the information on any request using the appearance of the template, and instead of tags the data from the ticket will be automatically substituted.

For example, within the framework of a request a lot of details were discussed, and it is necessary to draw up an act of completed work. For this purpose, you can create an “export template” for requests, where the conditional customer, executor, request number, type of work, etc. will be specified - all these data will be automatically substituted from the request in the form of tags:

 

To apply the template, open any application and click on the “Export request” button on the left side:

 

Report template. This type allows you to collect a list of request parameters (tags) within a template, and then export the tickets to an .xml or .csv file for a specified period of time.

For example, you want to get a list of all requests for the past month in the form of an excel table, where each row would display such parameters as: unique request ID, executor name, time of first response/fulfillment, request status, client's rating. The list of parameters provided by the system is huge, so you can unload almost any information on the request!

The process of creating a template for reports is extremely simple: select the desired format of the future report (.xml or .csv) and specify the parameters to be displayed in it:

 

And if you know how to work with character data and want to create a template manually using the markup language, there is an “Expert Mode” available at the bottom of each template, where you can tweak the template to your liking:

 

Advanced Settings:

  • Add titles to the beginning of the export template. If active, column names for reports in .csv format will be generated automatically. For example, if you use the {unique_id} tag in the template, the report will display a column with its title: “Unique request id”.
  • Separator. CSV is a text format intended for presenting data in the form of a table. In such files, a special symbol - delimiter - is used to divide the text into columns. As a rule, a comma, semicolon, tab or vertical line is used as a delimiter. The selected delimiter will be automatically added between the parameters.

 

After saving a template for reports, it can be used to upload requests using the “Export requests” report. This report works only in conjunction with “Export Templates”, so to start working here you need to create at least one report template beforehand - how to do it is described above.

 

So, before generating the report, specify additional parameters:

 

1) Report template. Once you generate at least a report, you can save the previously selected parameters: export template, period, main and individual fields, and then select them in one click, instead of having to set the same parameters manually each time.

 

2) Export Template. The same one you previously created in the Export Templates menu.

 

3) The period for which the report will be generated.

 

4) Date from:

  • creation - means that the report will include only those requests that were created during the specified period of time;
  • creation and closing - only those requests that were created and closed during the specified period of time will be included in the report;
  • modifications - only those requests where the last modification was made within the specified period of time;

  • closing - the report shall include only those requests that were closed for the specified period of time, regardless of when they were created.

     

5) Basic/individual fields of the request. Allows you to limit the report by certain fields of a request. For example, you want the report to contain only requests of a specific executor and/or department. By analogy, you can set restrictions for many other parameters as well.

 

After you press the button, the report generation process will start. Depending on the number of requests and parameters, the report generation time will depend on the number of requests and parameters. The generated report has the status “Processed” and can be downloaded in the “History of requested exports” tab:

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