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You can use the Export Format editor to define CSV export formats which helps you include certain data. These formats can be used by different editors, to export data. Currently, LiveVox supports these formats from Agent editor, Contact editor, and Reporting.

By selecting Report Map, you can create custom CDR (Call Detail Report) formats and filters to include/exclude certain service data. CDRs include raw data on transactions (call, text message, etc) designed as a data dump with no analysis.

Modifying a format that is in use (manually or by automated jobs) affects the appearance of the data in the CSV file. Instead, create a copy of the format to test it before implementation.

  1. Click Add New Format from the bottom menu.
  2. Select the required editor from the Editor drop-down list. Currently, you have three options; Agent, Contact, and Report Map. Each format is represented by a unique Format Id once it is created.
  3. Enter the Name of the format. This Name is used to refer to the export format throughout the configuration manager.
  4. Enter the Description to provide additional information about the export format.
  5. Select the desired field delimiter from the Delimiter drop-down list.
  6. Select the line break style from the Line Break drop-down list.
  7. Select the Sort By Field option from the drop-down list. This defines how the results should be arranged in the export file.
  8. Select the Sort Order option from the drop-down list to set the results in Ascending or Descending.
  9. Select the Add Quotes To option from the drop-down list. This option allows you to specify, if no fields, all fields, or only those containing the delimiter should be placed in quotes.
  10. Select the Print Header checkbox, if you wish to include a header row in the export file.
  11. Add the mapping to the format. See Add Mapping section. 
  12. Click Save Format to create a new export format.
  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 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. Click Add Mapping from the bottom menu. The Add Mapping window opens.
  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 Agent editor, 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 Mapping section.
  5. Click Ok to update the mapping.
  6. Click Save Format to update the export format.
  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. Select the mapped field row which you want to delete from the export format.
  4. Click Save Format to update the export format.
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