Tuesday, January 4, 2011

Exporting HEAT Call Records

You can export Call Records from the Call Record Browse dialog box, which displays a grid of Call Records in the currently displayed Group.

While in the Call Group, open the Call Record Browse dialog box by pressing Ctrl+B (or select Group > Call Record Browse) > In the Call Record Browse dialog box, click Export. The Save As dialog box opens > In the Save as type field, select the type of file. You can save the Call Records as an Excel spreadsheet (.xls), as an XML file, or as a .txt file > Click Save.

When the export is complete, the HEATExport dialog box displays an Export Successful message. Click OK.

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