Export a list of chats to an Excel spreadsheet

A list of all chats on a case or document can be created by exporting the contents of the Chats detail tab to a Microsoft Excel spreadsheet. The chat messages are not exported, only the columns in the Chats detail tab.

You can only export the chat to a Microsoft Excel spreadsheet from the Chats detail tab on the case detail page or the document detail page.

On the Chats detail tab on the case detail page, select the chat you want to export and click Export to Excel to open a dialog box at the bottom of the screen.
In the dialog, you can either open Microsoft Excel and transfer the list of chats to the spreadsheet where you can edit the values, or save the list locally as a Microsoft Excel spreadsheet.

If you have opened Microsoft Excel to read or edit the chat, remember to save the spreadsheet before you close Microsoft Excel.