Export saved ad hoc filters

task australia Updated Sep 10, 2026 1 min read export-saved-ad-hoc-filters.md
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Export ad hoc filters saved in the Dispatcher Workspace.

Before you begin

Role required: wm_dispatcher

Procedure

  1. Navigate to All > Field Service > Dispatching > Dispatcher Workspace.

  2. Select List.

  3. Under Lists, navigate to Saved Filters > Task Filter.

  4. Select Export.

  5. Select a File Type.

  6. Select a Delivery Type.

    • Select Download to download locally.
    • Select Email, then enter an email to send to.
  7. Select Export.

Result

The saved filters are formatted and exported to the desired delivery type.

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