Export contact metadata

You can export metadata for all the contacts in your filter results as a CSV file.

NOTE   Workforce Optimization administrators determine which metadata can be exported. Workforce Optimization includes only exportable metadata in the CSV file.

Prerequisites

• You have the View Contacts permission.
• You have recordings within your scope.

Page location

Recordings

Procedures

Export contact metadata

1. Filter contacts as desired. See Find contacts.
2. (Optional) Add or remove columns from the page. The CSV download contains information from only the columns that are visible on the page. See Customize the columns on the Recordings page.
3. Click the List options icon.
4. Click Export table data to CSV. The file downloads to your device.

Related topics

• Customize the columns on the Recordings page—Information about the columns you can include in the export
• Find contacts—How to locate the contacts that have data you want to download.
• Export contacts in bulk—Export recordings, metadata, and transcriptions for multiple contacts to an external storage location.