Export schedule information


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 forecast counts and daily summaries
  • Activity counts and daily summaries

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

  1. 管理をクリックします。
  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 the arrow at the end of the Select Action list and 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 forecast counts and daily summaries, click Scheduled and Forecast.
    • To export the activity counts and daily summaries, click Activity Counts.
  6. Click OK. The system downloads the CSV or TXT file to your local Downloads folder.