Build your own views, charts, and graphs based on the details that are most relevant
to your business goals by accessing Pega Workforce Intelligence exports. For
example, you could use the step export to help you visualize your processes.
Before you begin: - You can access the data that you export through the user interface (the Workforce Intelligence portal) or through the Export API. Verify the
access method that is adopted by your organization.
- If your organization uses the Exports page in the Workforce Intelligence portal, make sure that you are assigned to the
Analyst role.
- In addition, the Workforce Intelligence Service Delivery team
enables only the specific exports that you request from the My Support
Portal. For instructions on how to request an export that is not
currently available to you, see Requesting exports of Workforce Intelligence data.
- In the header of Pega Workforce Intelligence, click .
- On the Exports page, find the CSV file for the export or
the ZIP file that you want to extract by using the Name
or Last Modified search fields.
Note: - Default exports, which include any combination of the detailed daily
raw-data export, user hierarchy, processed, step, and workflow CSV
files are included in a ZIP file that contains
default in the file name. - Custom exports are provided as CSV files within a ZIP file that
contains
custom in the file name. - The weekly aggregate data export or the monthly aggregate data
export is an individual CSV file. These CSV files include either
Weekly or Monthly in
the file name. You can enable only one of these aggregate
exports.
- Optional: To further organize the list of results, sort by the
Name, Last Modified, or
Size column headings.
- Click the name of file that you want to download.
- If you download a ZIP file, extract the individual CSV files that you want to
use.
