Introductions
This guide provides an overview of the available export options in Report Center, including step-by-step instructions for exporting data in different formats.
Overview of Export Options
Report Center allows users to export data for investigations, training, education, and executive or team reviews. The available export options include:
- Export Charts as CSV or PDF – Allows users to export report charts in CSV or PDF format.
- Export Reports in PDF Format – Enables users to export multiple charts from a report into a PDF file.
- Export Data Transporter Flat Files via Report Center – Allows users to export existing flat files that exist on Data Transporter via Report Center, incorporating filters applied within Report Center.
- Export Conversation List as a CSV File – Enables users to export the drill-down Conversation List table as a CSV file, including the selected filters from Report Center.
Step-by-step instructions
Export Single Chart as CSV or PDF
You can export individual charts from a report in CSV or PDF format. Follow the steps below:
How to Export a Chart
- Open the Report Center and navigate to the report containing the chart you want to export.
- Locate the chart and click the export button in the top-right corner.
- Select your preferred export format: CSV or PDF.
CSV Export
- The CSV file will include all data points displayed in the chart visualization.
- The export will reflect any filters, dimensions, and measures applied to the chart in the Report Center.
- If exporting a table chart, the CSV will include all columns (dimensions and measures) in the same order and will capture all pages of the table.
PDF Export
The selected chart will be exported as a PDF file, maintaining its visual integrity (colors, labels, legends, and axes).
The header of the PDF will display:
- Dashboard Title (upper left)
- Chart Title (upper right)
For Table Charts:
- If the table contains more than seven columns (including dimension columns), it will be printed across two pages.
- When split across two pages, the dimension columns will be repeated for clarity.
Filter Summary:
A separate page in the PDF will include a Filter Summary, listing all filters applied to the report.
This ensures that the exported file provides clear context and remains easy to interpret.
Export Report in PDF Format
Report Center allows users to export multiple charts from a report, including visualizations and charts, tables, into a PDF file for easy sharing and analysis.
How to Export Multiple Charts to PDF
- Open the Report Center and navigate to the report you want to export.
- Click the ellipsis (three dots) icon and select "Export to PDF."
- A settings window will appear, allowing you to customize your export options:
- Charts to Include – Select which charts from the report you want to export from the drop-down list.
- Charts per Page – Choose how many charts to include per page (options range from 1 to 6 per page, with a maximum of 6 charts).
- Paper Size – Select the preferred PDF page size:
- Letter
- A4
- A3
- A2
- A1
- A0
- Legal
- Orientation – Choose the layout orientation for the PDF pages.
- Once you’ve selected your export settings, click "Export."
- The export process may take a few seconds, up to 45 seconds, depending on the report size.
Example of the PDF settings pop-up window:
Filter Summary:
A separate page in the PDF will include a Filter Summary, listing all filters applied to the report.
Exporting Data Transporter Flat Files via Report Center
The Data Transporter integration with Report Center allows users to export specific flat files while applying filters directly within Report Center. These flat files are reports that also exist in Data Transporter and are retrieved through the MIA API.
Before exporting, please review the prerequisites and step-by-step instructions below.
Prerequisite
Access to the Data Transporter export feature is provided to Agent Managers who have the following permissions enabled:
- Data Transporter: Access Enabled
- Data Transporter: View & Download History
- Data Transporter: Manage Tasks
To manage permissions:
- Navigate to User Management in the CCUI
- Edit the user profile.
- Select the above permissions for the relevant profile.
How to Export Data Transporter Flat Files via Report Center
Step 1: Navigate to the Export Option
- Open the Report Center and go to the relevant report.
- Click the "Conversation" button in the top bar to switch to the Conversation View.
- Click the ellipsis (three dots) icon and select "DT Export."
- You will see the following options:
- Create Export – Start a new Data Transporter export via Report Center.
- View Exports – View/download your personal export history within Report Center.
Step 2: Creating an Export
- Click "Create Export."
- A pop-up window will appear with the following fields:
- Export Name (Mandatory) – Enter a name for your export to easily locate it later.
- Export Type (Mandatory) – Select the flat file you want to export from the dropdown list. The available flat files are:
- Messaging Interactions - Conversations Flat-file
- Messaging Interactions - Messages Flat-file
- Messaging Interactions - Engagements Attributes Flat-file
- Messaging Interactions - Customer Survey Flat-file
- Messaging Interactions - Agent Survey Flat-file
- Click "Save" to submit your export request. A confirmation message will appear, indicating that the report has been added to the queue.
- The flat file will be exported with the filters applied in Report Center and the settings configured during the export creation process.
Step 3: Viewing & Downloading Exports
- Navigate to the ellipsis (three dots) icon under DT Export and select "View Export."
- In the View Export Table, you can:
- Monitor the export status.
- Download the export once it is completed.
For more details on managing and viewing exports, refer to the View Export section below
View Exports
The view export table provides the user a clear view of the export history and the export details, such as status and task ID, and also provides the user the ability to download or delete the export.
Table content:
- Export Name - the report name the user provides to the report as part of the export creation process
- Status - the export status report. The available statuses are as follows:
- Ready- the export has been received successfully by DT and is in queue to be processed.
- Active - the export is currently being processed/generated by DT.
- Completed - the report is ready for the user to download
- Task ID - This is the task ID that is generated on the Data Transporter side. The user can use the task ID to look at the export on the Data Transporter platform. Next to the task ID, there is a copy icon that provides the user an easy way to copy the task ID.
- Date - The date the user created the export
- Delete/Download - next to each export, there is a trash icon in case the user wants to delete the export or a download icon to download the export
At the top of the table, you have the following options:
- Refresh icon- to refresh the table status
- Search field - provide the user the ability to search an export by export name
Download Options
There are 2 options to download the export that was created via Report Center:
- From the View Export table -
- Click on the download icon next to the report you want to download.
- The user will get a message to the UI that the download has completed, and then it will request that you save the export on your computer.
- In this way, the user will get the whole data download based on the filter the user sets on the report center
- Please note that the exported files will be available for download for 28 days from the date of creation.
- Download the report from Data Transporter
- The user will select this option in case he will want to get the data in paging. Meaning to select the page he wants to download. This way gives users a more flexible way to manage their exports.
- For that, the user needs to copy the Task ID from the View Export table
- Navigate to the Data Transporter from the CCUI menu, which is located under the Optimize section
- On the Data Transporter, go to the Reports section, down below on the History table, paste the task ID in the search field, and download the file
Export Conversation List as a CSV File
Users can export the Conversation List table data into a CSV file, preserving the selected columns and filters from Report Center.
How to Export Conversation List Table
- Open the Report Center and navigate to the relevant report.
- Click the "Conversation" button in the top bar to switch to Conversation View.
- Click the ellipsis (three dots) icon in the top bar and select "Export to CSV".
- The Conversation List table will be downloaded as a CSV file.
- Once the download is complete, choose the desired save location for the file.
