I would like to know if there is any effective way to save closed and/or archived tickets as PDF files.
Question
Save tickets as PDF files
+4Hi there,
SysAid Copilot is here with our AI Magic!
Here is the response we thought might assist you:
SysAid Copilot is here with our AI Magic!
Here is the response we thought might assist you:
Yes—use Reports or the ticket view.
Option A: Reports (bulk PDF)
- Go to Analytics → Reports → New Report → Service Record.
- Filters: include Closed and (if needed) Archived; set your date range.
- Layout: add the fields you want (e.g., Title, Description, Notes, Status, Dates).
- Output: choose PDF and run/export. For large volumes, split by year/quarter.
Option B: Ticket list export to PDF (quick, fewer fields)
- Service Desk → All (or Archived view) → adjust filters to Closed/Archived.
- Customize columns as needed.
- Menu (…) → Export → PDF.
Notes
- PDFs won’t include file attachments; for attachments, export them separately (Settings → Service Desk → Manage Attachments Storage) or use backups.
- If you need each ticket as a separate PDF, run report per ticket ID or use list export in smaller batches and split afterward.
Option A: Reports (bulk PDF)
- Go to Analytics → Reports → New Report → Service Record.
- Filters: include Closed and (if needed) Archived; set your date range.
- Layout: add the fields you want (e.g., Title, Description, Notes, Status, Dates).
- Output: choose PDF and run/export. For large volumes, split by year/quarter.
Option B: Ticket list export to PDF (quick, fewer fields)
- Service Desk → All (or Archived view) → adjust filters to Closed/Archived.
- Customize columns as needed.
- Menu (…) → Export → PDF.
Notes
- PDFs won’t include file attachments; for attachments, export them separately (Settings → Service Desk → Manage Attachments Storage) or use backups.
- If you need each ticket as a separate PDF, run report per ticket ID or use list export in smaller batches and split afterward.
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