Prerequisites

The following permissions:

  • AnalyticsData Export > All 
  • Analytics > Data Export > Publish (to export to email addresses)
  • AnalyticsData ExportSchedule (to schedule exports)
  • Reporting > Custom Participant Attributes > view (to export custom participant attributes)
  • AnalyticsData Export Static Link > View 

Any prerequisites needed for the view you want to export. For more information, see each view’s article.

Use the Scheduled Exports view to see the list of Performance view exports that are scheduled to run. From this list, you can also enable or disable, copy, rerun, edit, renew, and delete a scheduled export.

To see the Scheduled Exports view, click Performance > Workspace > Others > Scheduled Exports.

To see the Scheduled Exports view, from a Performance view, click Export and in the Export pane, click Schedule > View existing export schedules. For more information, see Export view data.

Customize the view

To show only certain columns and to manage your exports, customize the Scheduled Exports view. 

To show or hide columns:

  1. Click the Pick columns icon on the right side. The Add/Remove Column pane appears.
  2. (Optional) To sort the columns in ascending or alphabetical order, click Sort by > Column Name A-Z
  3. (Optional) To sort the columns in descending or reverse alphabetical order, click Sort by > Column Name Z-A.
  4. (Optional) To categorize or uncategorize the columns, click Sort by and enable or disable the Group by Categories toggle. Click the image to enlarge.

    Sort by options that appear when you add or remove column
  5. Search or scroll to select the columns you want to view.
    Note: You can also use keyboard navigation to choose the columns.
  6. Click Save. The selected columns appear on the screen.
    Note: The column selections appear only after saving the changes and do not apply to the table immediately.

      To rearrange the columns, click a column header and drag it.

      To reset a view to default column settings, click Reset view to defaults .

      You can select up to 20 columns.

      For more information about the metrics shown in the columns, see the Available Columns section in this article. 

      This view does not update automatically. To see the most current data, click Refresh .

      To reset a view to default column settings, click Reset view to defaults .

      1. In a scheduled export row, click More .
      2. Click Enable/disable schedule .

      To copy the export static link URL to your clipboard:

      1. In a scheduled export row, click More .
      2. Click the copy link to copy the export URL to your clipboard.

      Note: If the export is not complete or if the export schedule does not have a static link, the copy link option is unavailable. The copy link option is available after the first successful scheduled run of the exports.

      You can refresh the data set before the next scheduled time and rerun the scheduled export.

      To rerun a scheduled export: 

      1. In a scheduled export row, click More .
      2. Click Run now .

      Note: The Run now option is limited to only once per hour. You can only retry the failed exports once. If an export repeatedly fails, contact Genesys Product Support for further investigation.

      You can now edit the scheduled timings of the scheduled exports and generate the static link for the scheduled exports.

      To edit a scheduled export now: 

      1. In a scheduled export row, click More .
      2. Click Edit Schedule . The Export Schedule pane opens.
      3. Choose a Time period.
      4. Interval breakdown exports only: Select a Granularity according to the selected time period.
      5. Select a Recurrence for the export to run.
        Note: The recurrence options vary based on the chosen time period. Choose the options for your selections, such as Run on hours, Minutes past the hour, Request Time, Run on DaysDay of week, Day of month, and Day of quarter. The day of the month is set to go up to 28 to ensure that the recurrence applies to all the months.
      6. (Optional) Toggle Generate static link to enable or disable the static link option to store the exported file in a centralized location. For more information, see Generate static link
      7. Click Scheduled Export. The Scheduled Export successfully updates.

      Scheduled exports can be active for a maximum of 100 days.

      To reset the 100-day timer: 

      1. In a scheduled export row, click More .
      2. Click Renew schedule .

      1. In a scheduled export row, click More .
      2. Click Delete schedule .

      Note: When you delete a scheduled export, previously exported files for the schedule no longer appear in your inbox.

      Available columns 

      Your configuration determines the columns that the view shows.

      Column Description
      Auto disable in

      The number of days remaining to confirm the scheduled export before it is disabled.

      To ensure you are not running a scheduled export indefinitely, you must confirm a scheduled export every 100 days, or it will be disabled.

      Base The Performance view from which the data is exported.
      Destination A list of email addresses to send the exported file to.
      Enabled Indicates if the export is scheduled to run.
      Granularity For interval-based exports, granularity designates how intervals are partitioned within the export.
      Name The name of the exported file.
      Schedule The recurrence to run the export such as the scheduled day of the week and time, day of the month and time, or day of the quarter and time. 
      Time Period The interval of time for your export, such as today, past 30 days, last quarter, or year to date.
      Time Zone The time zone selected for the export. The time values within the export are based on this time zone.

      Limits

      Consider these data export and view constraints:

      • The maximum number of schedules per user is 20 and not able to be expanded.
      • Genesys Cloud automatically deletes the exported file from your inbox 10 days after you create it.
      • You can export up to 2,500 entities at a time in aggregate Performance views. Use primary filters to break down your export into separate export files. For example, you can filter the agents by Agent name, Role, Reports to, Location, Group, or Division. 
      • When you export via the View as group option in the aggregate detail views, you can export up to 100 Queue IDs or 300 User IDs. If you exceed these limits, a warning message appears, preventing the export. Consider reducing the number of queues or user IDs in your group to filter out the number of entities in your view when exporting to a file.
      • You can export a maximum of 1,000,000 rows.
      • Several columns cannot be included when exporting CSV files or PDF reports. For more information, see Available Columns in Agents Status Summary view and Agents Performance Summary view.
      • The export displays time values in milliseconds, seconds, HH:MM:SS, and H:M:S. You can select the required time value and export the views.
      • For more information on limits, see Genesys Developer Center.