Mass Export Project Data
Export data from multiple projects, including dispositions used across several projects.
Table of Contents
- To Create an Export Pattern
- To Create a Mass Export
- To Auto Export Project Data
- To Send Report Files as an Extracted Attachment in Auto Export Emails
- To Enable or Disable Export from Filtered Projects
To Create an Export Pattern
- From the VCC Live® menu, select Contact center > Export editor.
- In the All export templates pane, press
.
- Enter an export pattern name, then press Save.
- In the Field source pane, select, then drag and drop the system fields you want to include in the export to the Header pane.
To Create a Mass Export
- From the VCC Live® menu, select Contact center > Mass export.
- Select one or more projects from the Projects pane, then press Select dispositions.
- In the Dispositions pane, select the dispositions you want to include in the export.
- In the Export pane, select an export template.
- Select the time intervals you want to include in the export.
- Set other criteria for your database export, then press Copy to clipboard or Export.
Note: Mass exports can only be performed using export patterns.
To Auto Export Project Data
- From the VCC Live® menu, select Contact center > Mass export.
- Select the Report preferences tab.
- In the Saved statistics pane, enter a name in the Name text field.
- In the Users column, mark the ckeckbox beside the users you wish to send the reports to.
- Press Save.
Note: Reports contain details from the previous day and are sent automatically every midnight.
To Send Report Files as an Extracted Attachment in Auto Export Emails
- From the VCC Live® menu, select Contact center > Mass export.
- Select the Report preferences tab.
- Mark or unmark the Compress email attachments checkbox.
Note: Disabling this feature may result in file attachment sizes that are too large for the email server to forward. Size limit: 24 MB
To Enable or Disable Export from Filtered Projects
- From the VCC Live® menu, select Contact center > Mass export.
- In the Projects pane, mark or unmark the Export from filtered projects.
There are no comments yet.