Export Schedules or Net Staffing
Exporting schedules or net staffing is done in the Schedule Manager
You can export schedule data for several scheduling units or a single agent. You can export net staffing data for several scheduling units. Access both export options from the settings icon in the Schedule Manager. The data is exported as a CSV file.
Export Schedules
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Click the app selector
and select WFM.
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Click Schedule Manager.
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Click the settings icon and select Export.
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In the Schedule Export tab, select Scheduling Units or Agent, and make your selection from the drop-down list.
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Define the a Start date. The Schedule Manager will export the schedule data beginning from that date.
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Select the range of data to export. You can choose to export data for 1, 2, 3, or 4 weeks after your start date.
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Click Download.
The schedule data is exported to a CSV file and downloaded to your computer.
Export Net Staffing
Exporting net staffing lets you easily review your organization's net staffing at the interval level, over a single day or a single week.
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Click the app selector
and select WFM.
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Click Schedule Manager.
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Click the settings icon and select Export.
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From the Net Staffing Export tab, select the Scheduling Units whose net staffing data you want to export.
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Define the Start date. The Schedule Manager will export the schedule data beginning from that date.
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Select the range of data to export. You can choose to export data for 1 day or 1 week after your start date.
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Click Download.
The net staffing data is exported to a CSV file and downloaded to your computer.