Portal Ticket Export (Excel/CSV/PDF, Filters, Preview & Email)
by Cerevantix Technologies https://cerevantix.com$ 55.81
Self-Service Ticket Exports, Built Into the Portal
Let customers and partners filter, preview, and export their own Helpdesk tickets to Excel, CSV, or PDF - or email the file straight from /my/tickets. No backend access, no admin tickets, no manual data pulls.
Portal customers and partners can see their Helpdesk tickets, but Odoo's standard portal is read-only and screen-bound. Every request for a status summary, an SLA reconciliation, or an offline record turns into a manual export chore for your support team - copy-pasting, screenshotting, or running a backend export on someone else's behalf.
Portal Ticket Export puts self-service data extraction directly on /my/tickets. Users filter by date, stage, status, priority, and team, choose exactly which columns to include, preview the result, and download or email an Excel, CSV, or PDF file in seconds - with zero configuration and zero backend access required.
Everything the portal was missing
Every capability below is implemented in the module.
Three Export Formats
Choose Excel (.xlsx), CSV, or PDF at export time, so the file matches what you will actually do with it - spreadsheet analysis, a data pipeline, or a document to share.
Rich Filtering
Narrow tickets by date range, stage, status, priority, and team before exporting, so the file is already the exact set you wanted - no cleanup required afterward.
Custom Column Selection
Pick exactly which fields appear in the export from a checkbox grid, including any custom (x_) fields your organization has added to tickets.
Export Preview
See the exact rows and columns before generating the file, with a live count of matching tickets, so you can confirm scope before committing.
Email Delivery
Send the finished export to yourself or a colleague by email instead of downloading it, straight from the export form.
Export History & Status
Every export is logged with a Draft, Generated, Sent, or Failed status badge, so users always know what was produced and delivered.
Inline Export From the List
Export a single ticket as PDF or Excel directly from the ticket list, without leaving the page you are already viewing.
Pagination Controls
A rows-per-page selector (10, 25, 50, or 100) makes long ticket histories easy to browse and narrow down before exporting.
Branded Output, Zero Setup
Excel and PDF exports use a clean, branded template out of the box - no configuration needed before the first export.
How it works
Browse Your Tickets
Open /my/tickets and use pagination or existing filters to find the tickets you need.
Filter & Pick Columns
Narrow by date, stage, status, priority, and team, then choose exactly which columns to include.
Preview the Result
Review the matching rows and columns before generating anything, with a live ticket count.
Download or Email
Generate an Excel, CSV, or PDF file instantly, or have it emailed to yourself or a colleague.
See it in action
Six views covering the full export flow, from the portal home page to the finished PDF report.
The customer portal home page shows a Ticket Exports card with a live count of past exports, right alongside the other self-service areas.
The tickets list gains an Export Tickets button that carries your current filters, a rows-per-page selector, and inline PDF/Excel icons for one-click single-ticket exports.
The export form lets you filter by date, stage, team, priority and status, choose Excel, CSV or PDF, and pick exactly which columns - including custom fields - to include.
Preview the exact rows and columns before committing, with a live count of how many tickets match your filters.
The export history page lists every past export with a Draft, Generated, Sent, or Failed status badge and a download link.
A clean, branded PDF report is generated automatically for PDF exports and single-ticket downloads - no template setup required.
Frequently asked
Which Odoo version does this app support?
This listing targets Odoo 19's Helpdesk app (Enterprise). Matching Odoo 18 and Odoo 17 editions are also available, built against each version's own Helpdesk module.
Do portal users need backend access to export tickets?
No. Every feature - filtering, column selection, preview, download, and email - runs entirely inside the standard customer portal at /my/tickets. No admin login or backend screen is required.
Which file formats can I export to?
Excel (.xlsx), CSV, or PDF, chosen at export time. Excel and PDF use a clean branded template; CSV includes a UTF-8 BOM so it opens correctly in Excel as well.
Can I have the export emailed instead of downloading it?
Yes. Choose Email at export time and enter a recipient address - your own or a colleague's. The export history page then shows whether delivery succeeded.
Get in Touch
Have questions or need customization? Every purchase includes 30 days of free support — we are here to help.
Visit Our Website
www.cerevantix.comExplore our apps, services, and portfolio.
Empowering growth through technology.
Self-service Helpdesk ticket export for the Odoo customer portal - Excel, CSV, and PDF, with rich filtering, column selection, preview, and email delivery.
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Helpdesk (helpdesk)
• Discuss (mail) |
| Lines of code | 714 |
| Technical Name |
cerevantix_export_tickets_portal |
| License | OPL-1 |
| Website | https://cerevantix.com |
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
Please log in to comment on this module