You can download various schedule information into a CSV file (or TXT file for agent shifts) for planning and review purposes. Choose from:

  • Schedule activities, including associated agents, start and end times, description, length, and whether the activity is paid
  • Shifts for each agent in the schedule
  • Scheduled and required counts 
  • Scheduled, Required, and Performance results

The system exports schedule data in UTC times. To export schedule information:

  1. Click Admin.
  2. Under Workforce Management, click Schedules.
  3. Search for the schedule you want to export and select it from the list. The schedule editor opens.
  4. Click Export
  5. Determine the type of schedule information to export:
    • To export only the activities listed in the schedule, click Activities.
    • To export only the shifts for each agent in the schedule, click Agent Shifts.
    • To export the scheduled and required counts, click Scheduled and Required.
    • To export the scheduled, required and performance results, click Scheduled, Required and Performance. 

The system downloads the CSV or TXT file to your local Downloads folder.