Exporting Recording Records

You must have the default Administrator, Supervisor or Agent role or a custom role that includes the VIEW_PLAYBACK_CALLS permission to use the Recordings > Playback > Export Playback table feature.

Users may export recording record data from the Playback window into a Microsoft© Excel formatted file. For example, the user may wish to export the results of a specific search for records using a toll-free number or for the recordings of a specific agent.

To export the contents of a playback window:

  1. Obtain the interaction records to be exported in the Playback window table, typically through a search function.
  2. Select the No of Records desired to be exported. For example, if 2,014 records are needed, then input 2,014 in the No of Records field.
  3. On the Playback title bar, right-hand side, click the small export file (download) icon next to the Settings (sprocket) icon.
  4. The Export Playback Log window pops up with a default PlaybackLog_date_time.xls file name. Change the file name now or use the default.
  5. Click OK.
  6. The Microsoft© Excel file will download based on your browser settings.
  7. When ready, open the file you just created in Microsoft© Excel. All user-permitted column data with column headings will be available for the number of records that were designated in Step 1.
  8. Click one of the following to open or save the export file:
    • Open: To immediately open the file.
    • Save: To save the file.
    • Save as: To save the file under another fie name.
    • Save an open: To save and then open the file.
  9. Click one of the following to open and view the export file:
    • Open: To open the file with Microsoft© Excel.
    • Open with: To open the file with another spreadsheet application.
    • Open folder: Open the folder where the file was saved.
    • View downloads: To view the browser's View Downloads window.

You might also be interested in: