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1. ClickAdd New Formatfrom the bottom menu..

2. Select or specify values in the following fields:
   

   Field	Description
   Editor	Select the required editor from the

   Editor

   drop-down list. Currently, you have three options;

    

   Agent, Contact, and Report Map.

    

   Info Each format is represented by a unique Format Id once it is created.

   Enter the Name of

   Name	Specify a name for the format. This

   Name is

   name is used to refer to the export format throughout the configuration manager.
   Description	Enter the

   Description

   description to provide additional information about the export format.
   Delimiter	Select the desired field delimiter from the

   Delimiter

   drop-down list.
   Line Break	Select the line break style from the

   Line Break

   drop-down list.

   Select the

   Sort By Field

   option from the drop-down list. This defines how the results should

   Select how you want the results to be arranged in the export file, from the drop-down list.

   Select the

   Sort Order

   option

   Select either Ascending or Descending from the drop-down list to set the order of the results

   in Ascending or Descending

   .

   Select the

   Add Quotes To

   Select an option from the drop-down list

   . This option allows you

   to specify

   ,

   if no fields, all fields, or only those containing the delimiter

   should

   must be placed in quotes.
   Print Header	Select the

   Print Header

   checkbox

   ,

   if you

   wish

   want to include a header row in the export file.

   
   

3. Add the mapping to the format. See Add Adding a Mapping section section. 
4. Click Save Format to create a new export format.

Additionally, the following fields are available, if you select Report Map in the Editor field: 

1. Select the required editor from the Editor drop-down list. Currently, you have three options; Agent, Contact, and Report Map.
2. Select the required format from the Format drop-down list. All the details about the format and mapped fields in the format, appear.
   1. Format Details
      • Format Id: Shows the unique export format ID
      • Name: Shows the name of the export format
      • Description: Shows the description of the export format
      • Delimiter: Shows the delimiter for export format 
      • Line Break: Shows the line break style
      • Sort By Field: Defines how the results should be arranged in the export file.
      • Sort Order: Sets the sort results in Ascending or Descending.
      • Add Quotes To: Specifies which fields should be placed in quotes
      • Print Header: Indicates whether a header row is included in the export file.
   2. Column Mapping Details
      • ID: The mapping ID
      • Field: The mapped field that which represents a column in your export file.
      • Header: The header name assigned to the column.
      • Date Format: The date format applied to a field if any.
      • Number Format: The number format applied to a field.
      • Time Zone: The time zone which applies to date or time fields.
      • Fixed Width Size: The fixed width size of the field if any.
      • Padding Chars: The number of padding characters if Fixed Width Size is configured.
      • Alignment: The alignment style of the column in the export file.
      • Order: The number which specifies the order of the column in the export file.

1. Select the required editor from the Editor drop-down list box. Currently, you have three options; Agent, Contact, and Report Map.
2. Select the required format from the Format drop-down list box.
3. Click Delete Format. A confirmation pop-up window appears.
4. Click Yes to confirm deleting the format. 

1. ClickAdd Mapping from the bottom menu. The Add Mapping window opensappears.
2. Specify all the mapping details. The following options define a mapping: 
   • Entity: Select the required editor from the Entity drop-down list box. For Contact or Agent editors, the entity name appears as Contact and Agent respectively. When configuring Report exports, you can map the following entities:
   • Contact
   • Interaction
   • Transaction
   • Agent
   • Campaign
   • CDR Plugins
   • Call Outcome
   • LiveVox Result
   • Schedule Callback
   • Call Transfer
   Call Monitor. 
   • Field: Select the required field from the drop-down list box. This selected field is going to be a column in your export file. 
   • Header: Displays text as Active Agent for Contact and Agent editoreditors, and Account for Contact and Report Map editors. 
   • Hide: Check the box if you need to hide the field.
   • Date Format: Select the date format option depending on the field you are adding. For example, if a date or time DB field is mapped, select a date format from this drop-down list box.  
   • Time Zone: Select a time zone from the drop-down list box (optional).
   • Number Format:  Select the number format option depending on the field you are adding. For Example, if a phone DB field is mapped, set the number format from this drop-down list box.
   • Fixed Width Size: If the column has fixed width instead of delimited, the following fields are required:
     
     1. Fixed Width Size
     2. Padding Chars
     3. Alignment
3. Click Ok to add the mapping.

1. Select the required editor from the Editor drop-down list box. Currently, you have three options; Agent, Contact, and Report Map.
2. Select the required format from the Format drop-down list box.
3. Double-click on the mapped row which you want to update. The Mapping Detail window opens.
4. Update all required fields. For detailed information on mapping fields, refer to Add Adding a Mapping section.
5. Click Ok to update the mapping.
6. Click Save Format to update the export format.