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

1. From the productname.label menu, select call_center.menu.label > export_editor.menu.label.
2. In the export_samples.label pane, press .
3. Enter an export pattern name, then press submit.button.label.
4. 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

1. From the productname.label menu, select call_center.menu.label > mass_export.menu.label.
2. Select one or more projects from the mass_export_projects.label.value pane, then press mass_export_select_dispositions.button.label.
3. In the statuses.label.value pane, select the dispositions you want to include in the export.
4. In the export_submit.button.label pane, select an export template.
5. Select the time intervals you want to include in the export.
6. 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

1. From the productname.label menu, select call_center.menu.label > mass_export.menu.label.
2. Select the mass_export_report.tab.label tab.
3. In the mass_export_report.list.label pane, enter a name in the dummy_script.name.label text field.
4. In the user.caption.label column, mark the ckeckbox beside the users you wish to send the reports to.
5. 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

1. From the productname.label menu, select call_center.menu.label > mass_export.menu.label.
2. Select the mass_export_report.tab.label tab.
3. 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

1. From the productname.label menu, select call_center.menu.label > mass_export.menu.label.
2. In the mass_export_projects.label.value pane, mark or unmark the mass_export.projects.dynamic_project_list.label.