Exports

The Exports feature provides the ability to extract data out of the system.

Exports are listed in a table format. Click column headings to toggle the sort between ascending and descending.

  1. On the top menu bar, click Analytics > Exports
  2. On the Exports page, click Request an Export

  3. In the Request an Export window, click New. Result: ClosedThe window refreshes with new options.

    In the new window, fill in the options:

    Element Description
    Export Fields

    Choose the fields to include in the export.

    Check the boxes. Find fields by clicking the page links or by searching.
    Filter Fields

    Choose the fields to filter the results.

    Check the boxes. Find fields by clicking the page links.
    Name Type the name of the new export
    Select Items by Last Action Date Tickets chosen by date of the last action taken on them
    Select Items by Creation Date Tickets chosen by date they were created

     

  4. Click Save. Result: ClosedThe window refreshes with new options.

    In the new window, fill in the options:

    Some parameters need explanation.

    Parameter Description
    Contractor Often a third party company locator
    Date Type

    Date Parameter, such as creation date, received time, last action time
    Date Time Type (Work Items only)

    Create Date Time: Filters by the Creation Date/Create Time the item was created in the system

    Work Date Time: Filters by the Schedule time, then Due Date time (if both present)
    Folder The folder containing the item. Folders are used to organize items
    Locator Person who decides to clear or respond to tickets
    One Call Center Third party that sends tickets
    Registration Code Code that identifies One Call Center
    Status

    The status of the ticket results from actions taken by users or your company’s auto processing rules. There are four ticket statuses, all of which are system defined. A status is either open (user can work on it) or closed (user cannot work on it):

    • Assigned (open): Ticket that has been assigned to a locator or contract locator
    • Closed: Ticket that is closed
    • In Ticket Folder (open): Ticket was placed in a folder by a user or an auto-processing rule
    • Pending Your Research (open): Research needed because no auto processing rules applied, no rules were recommended, or the ticket matches multiple rules
    Ticket Type Category

    The standard ticket type categories:

    • Aerial
    • Damaged Utility
    • Design
    • Emergency
    • Meet
    • Recall
    • Regular
    • Revision
    • Short
    Work Item Type (Work Items only) Work items are defined by your company

     

    Filter by ticket received date

     

    Options vary depending on format.

    Information Description
    Convert dates to One Call Center timezone Time and date information in the exported data converted to the timezone of the One Call Center
    Compress to/Create a file per day Weekly or monthly files are exported in a single zip file
    Export to a zip file The CSV or XML export file is zipped to make it smaller
    Include a Link to Ticket Details Adds a URL to each exported ticket linking to the corresponding Ticket Details screen (you must login to get access). Ticket data available after 24 hours
    Include all assignment information The user the item is assigned to (and all past assignees)
    Include all folder placement information The folder the item is in (and all folders that it has been in)
    Include all item history The item history includes all actions taken on an item (also called audit history)
    Include all response information All responses to an item
    Include item text The complete text of the item
    Notify me via email when export is complete Notification email sent to address in user's account in Users
    Select items by creation time The date and time the item was created
    Select items by last action time The date and time of the most recent action taken on the item

     

     

  5. Click Save to save or Cancel to discard your export. Result: The export appears on the Exports page with the status Queued.
  6. The export file appears on the Exports page screen in a Queued status. After a short delay, the status changes to Ready and the file can be downloaded
  7. Click Refresh ( ) in the upper-left corner to refresh the page
  8. Click the filename in the Format column to download the export file

 

  1. On the top menu bar, click Analytics>Exports
  2. On the Exports page, click Request an Export

  3. In the Request an Export window, set up the export:

     

    Element Description
    Export Format

    Most formats are set up by your company. These are the kinds of formats:

    Standard: Tickets in the production system

    Historical: Tickets in the data warehouse

    Work Items CSV: Comma Separated Value (Text file listing data separated by commas)

    Work Items XML: Extensible Markup Language

    XML: Extensible Markup Language

    CSV: Comma Separated Value (Text file listing data separated by commas)
    Filter Date

    Choose the dates covered by the export

     

    Some parameters need explanation.

    Parameter Description
    Contractor Often a third party company locator
    Date Type

    Date Parameter, such as creation date, received time, last action time
    Date Time Type (Work Items only)

    Create Date Time: Filters by the Creation Date/Create Time the item was created in the system

    Work Date Time: Filters by the Schedule time, then Due Date time (if both present)
    Folder The folder containing the item. Folders are used to organize items
    Locator Person who decides to clear or respond to tickets
    One Call Center Third party that sends tickets
    Registration Code Code that identifies One Call Center
    Status

    The status of the ticket results from actions taken by users or your company’s auto processing rules. There are four ticket statuses, all of which are system defined. A status is either open (user can work on it) or closed (user cannot work on it):

    • Assigned (open): Ticket that has been assigned to a locator or contract locator
    • Closed: Ticket that is closed
    • In Ticket Folder (open): Ticket was placed in a folder by a user or an auto-processing rule
    • Pending Your Research (open): Research needed because no auto processing rules applied, no rules were recommended, or the ticket matches multiple rules
    Ticket Type Category

    The standard ticket type categories:

    • Aerial
    • Damaged Utility
    • Design
    • Emergency
    • Meet
    • Recall
    • Regular
    • Revision
    • Short
    Work Item Type (Work Items only) Work items are defined by your company

     

    Options vary depending on format.

    Information Description
    Convert dates to One Call Center timezone Time and date information in the exported data converted to the timezone of the One Call Center
    Compress to/Create a file per day Weekly or monthly files are exported in a single zip file
    Export to a zip file The CSV or XML export file is zipped to make it smaller
    Include a Link to Ticket Details Adds a URL to each exported ticket linking to the corresponding Ticket Details screen (you must login to get access)
    Include all assignment information The user the item is assigned to (and all past assignees)
    Include all folder placement information The folder the item is in (and all folders that it has been in)
    Include all item history The item history includes all actions taken on an item (also called audit history)
    Include all response information All responses to an item
    Include item text The complete text of the item
    Notify me via email when export is complete Notification email sent to address in user's account in Users
    Select items by creation time The date and time the item was created
    Select items by last action time The date and time of the most recent action taken on the item

     

     

  4. Click Save to save or Cancel to discard your export

    See Download Export File, below

 

Export files appear on the Exports page. If they have just been created, they have a status of Queued. After a short delay, the status changes to Ready and the file can be downloaded.

  1. In the Format column, click the filename to download the export file

    If you do not see the export file you want or it has the status Queued, click Refresh ( ) in the upper-left corner to refresh the page