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The list of existing interviews/calls can be exported in MS Excel format. The exported list can then be opened for viewing, or saved for later use.
The resulting file can be encrypted to restrict access to any PII data it may contain. Note that a special procedure must be performed to encrypt the file - (go to Security Settings for more information).
Exporting Interview/Call List
- In the Call Management window, using the State drop-down list select the interview/call state that you wish to display.
- Click the Export button on the toolbar.
- If the interview/call list occupies more than one page, select the pages you wish to export.
- Click Export to start the export, or Cancel to close the Export dialog without exporting.
The Export command will export only the list of interviews/calls in the selected state. To export the list of all interviews/calls existing for the current survey, select All.
The Export page opens.
Figure 1 - Exporting the interview/call list
The number of pages and calls currently selected to be exported are indicated below the selection fields.
A standard Windows save/view dialog opens - select as appropriate.
The interview/call list is exported as a table with columns of information for all listed interviews/calls. These are Expiration Time, Time of Last Call, Appointment Time, and Appointment Expiration.