Difference between revisions of "PEC-OU/Current/CXContact/importexport"

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|sectionHeading=Import an Analytics Dashboard
 
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|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.
 
|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.
  
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#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.
 
#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.
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|structuredtext=#Select '''Analytics'''.
 
|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=]].
 
#Open the dashboard whose data you would like to export to a '''.json''' file and click the '''Save''' icon [[File:Saveicon.png|link=]].
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#Select a location for the .json file and click '''Save'''.
 
#Select a location for the .json file and click '''Save'''.
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|structuredtext=#Select '''Analytics'''.
 
|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=]].
 
#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'''.
 
#Click '''Advanced''' and then click '''Export dashboard to PDF'''.
 
#Select a location for the .pdf file and click '''Save'''.
 
#Select a location for the .pdf file and click '''Save'''.
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|structuredtext=#Select '''Analytics'''.
 
|structuredtext=#Select '''Analytics'''.
 
#Open the dashboard whose panel you would like to manually export to a '''.csv''' or '''.pdf''' file.
 
#Open the dashboard whose panel you would like to manually export to a '''.csv''' or '''.pdf''' file.
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#Select either the '''Export panel to CSV''' tab or the '''Export panel to PDF''' tab.
 
#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'''.
 
#Review the details in the window that appears and click '''Download CSV / Download PDF'''.
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#Export the contents of the panel, as shown, selecting all data or currently loaded data.
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Revision as of 11:20, May 14, 2021

This topic is part of the manual Outbound (CX Contact) CX Contact Help for version Current of Outbound (CX Contact).

Learn how to import/export a Dashboard and Panels.

Import an Analytics Dashboard

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.

  1. Select Analytics and click the Load icon Loadicon.png.
  2. 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.
    ManuallyImportDashboard.png.
  3. 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.

Export an Analytics Dashboard

  1. Select Analytics.
  2. Open the dashboard whose data you would like to export to a .json file and click the Save icon Saveicon.png.
  3. 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).
    ManuallyExportDashboard2.png.
  4. Select a location for the .json file and click Save.
    The JSON file will store the definition of the Dashboard, not the actual data displayed on it.

Manually Export a Dashboard as a PDF file

  1. Select Analytics.
  2. Open the dashboard whose data you would like to manually export to a .pdf file and click the Save icon Saveicon.png.
  3. Click Advanced and then click Export dashboard to PDF.
  4. Select a location for the .pdf file and click Save.
    The PDF file will contain the data currently displayed on the screen.

Manually Export a Dashboard Panel as a CSV file or PDF File

  1. Select Analytics.
  2. Open the dashboard whose panel you would like to manually export to a .csv or .pdf file.
  3. Click the download Export icon Download panel.png.
  4. Select either the Export panel to CSV tab or the Export panel to PDF tab.
  5. Review the details in the window that appears and click Download CSV / Download PDF.
  6. Export the contents of the panel, as shown, selecting all data or currently loaded data.
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