PEC-OU/Current/CXContact/importexport - Revision history

Mary.hachey@genesys.com: Published

2021-10-13T17:39:45Z

Published

Mary.hachey@genesys.com: Published

2021-05-14T11:20:21Z

Published

WikiSysop: Text replacement - "\|Platform=([^\|])GenesysEngage-onpremises([\|])" to "|Platform=$1GenesysEngage-cloud$2"

2020-07-25T02:31:09Z

Text replacement - "\|Platform=([^\|]*)GenesysEngage-onpremises([\|]*)" to "|Platform=$1GenesysEngage-cloud$2"

WikiSysop: Text replacement - "\|Platforms?=([^\|])PureEngage([\|])" to "|Platform=$1GenesysEngage-onpremises$2"

2020-07-15T11:45:10Z

Text replacement - "\|Platforms?=([^\|]*)PureEngage([\|]*)" to "|Platform=$1GenesysEngage-onpremises$2"

Bgrenon: Published

2020-06-08T14:25:57Z

Published

New page

{{Article
|Standalone=No
|DisplayName=Import / Export a Dashboard and Panels
|TocName=Import / Export a Dashboard and Panels
|Context=Learn how to import/export a Dashboard and Panels.
|ComingSoon=No
|Platform=PureEngage
|Prereq=
|Section={{Section
|sectionHeading=Import an Analytics Dashboard
|anchor=ImportanAnalyticsDashboard
|alignment=Vertical
|Media=
|image=
|structuredtext=CX Contact Analytics dashboards can be imported/exported. The imported/exported file is a '''.json''' file. The dashboards can also be manually exported as a '''.pdf''' file and a dashboard panel can be manually exported as a '''.csv''' file.

#Select '''Analytics''' and click the '''Load''' icon [[File:Loadicon.png|link=]].
#In the '''Type to filter''' text box type the name of the dashboard you want to load. A list of dashboards matching the name appears. Or, click '''Advanced''' and then click '''Choose file''' to import dashboard data from an existing .json file.
#:[[File:ManuallyImportDashboard.png|300px|link=]].
#Select the '''.json''' file containing the dashboard data you would like to import. The data in the select .json file is uploaded as the current dashboard.
|structuredtextwide=
|FAQHeading=
|Status=No
}}{{Section
|sectionHeading=Export an Analytics Dashboard
|anchor=ExportanAnalyticsDashboard
|alignment=Vertical
|Media=
|image=
|structuredtext=#Select '''Analytics'''.
#Open the dashboard whose data you would like to export to a '''.json''' file and click the '''Save''' icon [[File:Saveicon.png|link=]].
#Click '''Advanced''' and then click '''Export dashboard to JSON''' (that is, to export the current dashboard only) or click '''Export all dashboards to JSON''' (to export all dashboards from all indexes).
#:[[File:ManuallyExportDashboard2.png|300px|link=]].
#Select a location for the .json file and click '''Save'''.
|structuredtextwide=
|FAQHeading=
|Status=No
}}{{Section
|sectionHeading=Manually Export a Dashboard as a PDF file
|anchor=ManuallyExportaDashboardasaPDFfile
|alignment=Vertical
|Media=
|image=
|structuredtext=#Select '''Analytics'''.
#Open the dashboard whose data you would like to manually export to a '''.pdf''' file and click the '''Save''' icon [[File:Saveicon.png|link=]].
#Click '''Advanced''' and then click '''Export dashboard to PDF'''.
#Select a location for the .pdf file and click '''Save'''.
|structuredtextwide=
|FAQHeading=
|Status=No
}}{{Section
|sectionHeading=Manually Export a Dashboard Panel as a CSV file or PDF File
|anchor=ManuallyExportaDashboardPanelasaCSVfileorPDFFile
|alignment=Vertical
|Media=
|image=
|structuredtext=#Select '''Analytics'''.
#Open the dashboard whose panel you would like to manually export to a '''.csv''' or '''.pdf''' file.
#Click the download '''Export''' icon [[File:Download panel.png|link=]].
#Select either the '''Export panel to CSV''' tab or the '''Export panel to PDF''' tab.
#Review the details in the window that appears and click '''Download CSV / Download PDF'''.
|structuredtextwide=
|FAQHeading=
|Status=No
}}
}}

@@ Line 29: / Line 29: @@
 |Status=No
 }}{{Section
-|sectionHeading=Manually Export a Dashboard as a PDF file
+|sectionHeading=Schedule an export of the Dashboard or Panel
 |anchor=ManuallyExportaDashboardasaPDFfile
 |alignment=Vertical
@@ Line 39: / Line 60: @@
 |Status=No
 }}{{Section
-|sectionHeading=Manually Export a Dashboard Panel as a CSV file or PDF File
+|sectionHeading=Manually export a Dashboard Panel as a CSV file or PDF file
 |anchor=ManuallyExportaDashboardPanelasaCSVfileorPDFFile
 |alignment=Vertical

@@ Line 6: / Line 6: @@
 |ComingSoon=No
 |Platform=GenesysEngage-cloud
 |Section={{Section
 |sectionHeading=Import an Analytics Dashboard
 |anchor=ImportanAnalyticsDashboard
 |alignment=Vertical
 |structuredtext=CX Contact Analytics dashboards can be imported/exported. The imported/exported file is a '''.json''' file. The dashboards can also be manually exported as a '''.pdf''' file and a dashboard panel can be manually exported as a '''.csv''' file.
@@ Line 19: / Line 16: @@
 #:[[File:ManuallyImportDashboard.png|300px|link=]].
 #Select the '''.json''' file containing the dashboard data you would like to import. The data in the select .json file is uploaded as the current dashboard.
 |Status=No
 }}{{Section
@@ Line 26: / Line 21: @@
 |anchor=ExportanAnalyticsDashboard
 |alignment=Vertical
 |structuredtext=#Select '''Analytics'''.
 #Open the dashboard whose data you would like to export to a '''.json''' file and click the '''Save''' icon [[File:Saveicon.png|link=]].
@@ Line 33: / Line 26: @@
 #:[[File:ManuallyExportDashboard2.png|300px|link=]].
 #Select a location for the .json file and click '''Save'''.
-|structuredtextwide=
+#;The JSON file will store the definition of the Dashboard, not the actual data displayed on it.
 |Status=No
 }}{{Section
@@ Line 40: / Line 32: @@
 |anchor=ManuallyExportaDashboardasaPDFfile
 |alignment=Vertical
 |structuredtext=#Select '''Analytics'''.
 #Open the dashboard whose data you would like to manually export to a '''.pdf''' file and click the '''Save''' icon [[File:Saveicon.png|link=]].
 #Click '''Advanced''' and then click '''Export dashboard to PDF'''.
 #Select a location for the .pdf file and click '''Save'''.
-|structuredtextwide=
+#;The PDF file will contain the data currently displayed on the screen.
 |Status=No
 }}{{Section
@@ Line 53: / Line 42: @@
 |anchor=ManuallyExportaDashboardPanelasaCSVfileorPDFFile
 |alignment=Vertical
 |structuredtext=#Select '''Analytics'''.
 #Open the dashboard whose panel you would like to manually export to a '''.csv''' or '''.pdf''' file.
@@ Line 60: / Line 47: @@
 #Select either the '''Export panel to CSV''' tab or the '''Export panel to PDF''' tab.
 #Review the details in the window that appears and click '''Download CSV / Download PDF'''.
-|structuredtextwide=
+#Export the contents of the panel, as shown, selecting all data or currently loaded data.
 |Status=No
 }}
 }}

@@ Line 5: / Line 5: @@
 |Context=Learn how to import/export a Dashboard and Panels.
 |ComingSoon=No
-|Platform=GenesysEngage-onpremises
+|Platform=GenesysEngage-cloud
 |Prereq=
 |Section={{Section

PEC-OU/Current/CXContact/importexport - Revision history

Mary.hachey@genesys.com: Published

Mary.hachey@genesys.com: Published

WikiSysop: Text replacement - "\|Platform=([^\|]*)GenesysEngage-onpremises([\|]*)" to "|Platform=$1GenesysEngage-cloud$2"

WikiSysop: Text replacement - "\|Platforms?=([^\|]*)PureEngage([\|]*)" to "|Platform=$1GenesysEngage-onpremises$2"

Bgrenon: Published

WikiSysop: Text replacement - "\|Platform=([^\|])GenesysEngage-onpremises([\|])" to "|Platform=$1GenesysEngage-cloud$2"

WikiSysop: Text replacement - "\|Platforms?=([^\|])PureEngage([\|])" to "|Platform=$1GenesysEngage-onpremises$2"