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 productname.label menu, select call_center.menu.label > export_editor.menu.label.
- In the export_samples.label pane, press
.
- Enter an export pattern name, then press submit.button.label.
- In the export_source.label pane, select, then drag and drop the system fields you want to include in the export to the export_header.label pane.
To Create a Mass Export
- From the productname.label menu, select call_center.menu.label > mass_export.menu.label.
- Select one or more projects from the mass_export_projects.label.value pane, then press mass_export_select_dispositions.button.label.
- In the statuses.label.value pane, select the dispositions you want to include in the export.
- In the export_submit.button.label 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 export_toclipboard.button.label or export.
Note: Mass exports can only be performed using export patterns.
To Auto Export Project Data
- From the productname.label menu, select call_center.menu.label > mass_export.menu.label.
- Select the mass_export_report.tab.label tab.
- In the mass_export_report.list.label pane, enter a name in the dummy_script.name.label text field.
- In the user.caption.label column, mark the ckeckbox beside the users you wish to send the reports to.
- Press save.caption.label.
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 productname.label menu, select call_center.menu.label > mass_export.menu.label.
- Select the mass_export_report.tab.label tab.
- Mark or unmark the mass_export_zipped.label 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 productname.label menu, select call_center.menu.label > mass_export.menu.label.
- In the mass_export_projects.label.value pane, mark or unmark the mass_export.projects.dynamic_project_list.label.
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