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Unified Communications Analytics 8.7 - User Guide

Introducing Quest UC Analytics Viewing UC Analytics insights Modifying UC Analytics insights Exporting and importing UC Analytics insights Automatically exporting and sending insights (subscriptions) Appendix A:Questions and Answers for UC Analytics insights Appendix B:List of UC Analytics insights

Can I export data from an insight?

You have several format options for exporting data from an insight. You can export all the data from an insight to one of the following file formats:

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.pdf
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Word (.docx)
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MHTML
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.csv (raw, formatted localized, or formatted UTC)
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.tsv (raw, formatted localized, or formatted UTC)
To export data from an insight
1
When you are displaying an insight, click Export at the top right of the insight.
2
If the insight is a composite insight (containing charts, graphs, and tables), select whether you want to export all the views in the insight or select a specific view.
a
If you are exporting a specific view, select the view from the dropdown list.
3
Select the format to which you are exporting.
4
Select the layout (portrait or landscape) or leave as automatic.
5
Click Export.

When viewing an insight, you can export a specific view (such as a graph, chart, or table) by clicking (Export) at the right corner of the view.

Only data from a main insight can be exported. You cannot export the data viewed through the details browser. For more information about the details browser, see Drilling down to detailed information .

Limitations when exporting data

There are certain limitations for exporting data for an entire insight, depending on the type of insight (aggregate or details) and the format to which you are exporting:

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If you are exporting a details insight (such as Email - Details) to .pdf or .docx format, the export is restricted to the first 100,000 records for performance reasons.
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Chrome does not support exporting to MHTML from an unsecured web site (http). If you export to MHTML using Chrome, Chrome blocks the download with a warning message. If you want to export to MHTML using Chrome, you can click the Show All Downloads link, select the exported insight from the list, and click Recover malicious file.
Ideally, you should set security for the Analytics web site. For more information, see the section titled “Setting up the web site for HTTPS” in the Unified Communications Analytics Deployment Guide.
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By default, if you export an insight that shows aggregated data (such as Mailboxes - Summary), you are limited to the 1000 entries displayed by an aggregated insight. However, using the Customize option, you can modify the insight to display all the records. When you export the customized insight, all records are exported.
* 
NOTE: When you export all the records for an insight that contains aggregated data, there may be a performance impact.
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If you export a details insight to a csv or .tsv format, there is no limitation on the number of records that can be exported.
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NOTE: Since an export can take a long time if there is a large amount of data, it is recommended that you filter your results to reduce the amount of data.
How does export handle insights with wide tables?

If you are exporting to .pdf or .docx format, and you have select Auto as the Layout option, if an insight contains a table with more than eight columns, the export function automatically switches the page layout to landscape to improve any word wrapping. The font size may also be adjusted to fit the entire insight on the page.

If you have selected Landscape or Portrait as the Layout option, the specified layout is used.

What is the difference between raw, formatted (localized), and formatted (UTC) .csv or .tsv formats?

If you export to .csv (raw) or .tsv (raw) output, the values in the exported file reflect the data exactly as it is stored in the data engine. The raw file does not contain the view titles, time is always UTC, and units of measurement are in base units.

Raw format is intended for third-party processing. It is not intended for viewing in a spreadsheet application such as Microsoft Excel. Excel will attempt to interpret the data according to your local operating system settings. The raw export always uses the English Invariant locale.

If you export to formatted (localized) or formatted (UTC) .csv or .tsv format, the values in the exported file are the same as viewed in the insight. Units of measurement will be scaled in the same way that they are scaled in the insight. Also, the header data in the formatted .csv or .tsv file would include the view titles from the insight and information about the insight such as insight title, Insight description, “generated by” information, the selected date range, insight generation date, and selected filters.

For example, if you exported an insight to a .csv (raw) file, the size values would show as bytes. However, if you exported the same insight to formatted (localized) or formatted (UTC) .csv format, the size values would show as MB if that is how the insight displays sizes. For the localized format, the export values use local time. For the UTC format, the values use UTC time.

The export feature uses your user profile settings to format data for the formatted (localized) and formatted (UTC) .csv or .tsv formats. Your user profile settings are also used for the pdf,.docx, or MHTML formats. For information about configuring your user profile, see Changing formats for date, time, and digit separators and Overriding the time zone offset .

 
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TIP: Your UC Analytics user profile settings might be different from your operating system locale settings. If your operating system locale is different than your user profile settings, when you export to the localized .csv or .tsv format, the resulting file can appear malformatted when opened in Excel. It is recommended that you set your user settings to match your operating system locale.
How can I open .csv files in Excel running on a European operating system locale?

You can export insights to three different .csv file formats: .csv formatted (localized), .csv formatted (UTC), and .csv (raw).

In a localized .csv file, the DateTime and numeric values are created based on the DateTime format and decimal/thousand separators settings that you specified in your UC Analytics user profile. For information about configuring your user profile, see Changing formats for date, time, and digit separators and Overriding the time zone offset .

In a raw .csv file, numeric values are formatted in English Invariant locale. DateTime values are formatted using sortable date time format (yyyy-MM-dd HH:mm:ss).

When you open these files in a localized version of Microsoft Excel on a European operating system (such as German, French, and so on), the files appear to be malformatted.

To allow Excel to correctly interpret the data, use the following procedure.

To configure Excel to correctly interpret UC Analytics data exported to .csv file format
1
Open Microsoft Excel.
2
Click the Data tab and select the From Text option.
3
Select the exported .csv file in the Import Text File dialog.
4
In step 1 of the Text Import Wizard, ensure that the Delimited option is selected and click Next.
5
In step 2 of the Text Import Wizard, select Comma under Delimiters and click Next.
6
In step 3 of the Text Import Wizard, for each column that contains dates:
a
In the data preview, select a column that contains DateTime data and specify the Date format for the .csv export format (either localized or raw) as follows:
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Select DMY for localized .csv format.
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Select YMD for raw .csv format
7
Click the Advanced button.
8
Specify the Decimal separator as . (period) and the Thousands separator as , (comma), and click OK.
9
Click Finish.
The resulting data is displayed in the user system settings.
10
Save the file to preserve all the settings.

Exporting insights from and importing insights to an insights home page

On an insights home page, such as the My Insights page, you can export one or more selected insights to a file. You can then import the file to add these insights to a different home page.

If you send the export file to other users, they can import these insights to their home pages. For example, suppose you have several customized insights that you want to provide to other users in your company. You would use the following steps to provide these insights to other users.

To export insights from the My Insight home page.
1
On a home page, click Manage Insights.
2
Click the insights you want to export.
The selected insights display a check mark in the top right corner.
3
Click Export.
4
Select Save to save the file with the default name (insights.txt).
- OR -
Select Save As and specify a name for the .txt file.and the location to which the file is saved.

After you have exported the insights, you can send the .txt file to other users who can import the insights to their home pages.

To import insights to a home page.
1
On the home page to which you want to import the insights, click Manage Insights.
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NOTE: If you have no insights on your home page, select Import insights from an insights file on the UC Analytics Welcome page.
2
Click Chose File.
3
Navigate to the location of the .txt file that contains the insights
4
Select the file and click Open.
5
Click Import.
The insights now appear on your home page.

If you are trying to import an insight from a different version of UC Analytics, UC Analytics will check the insight definition, customize version, and upgrade the insight.

Automatically exporting and sending insights (subscriptions)

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What are insight subscriptions?
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Enabling target outputs in Admin Settings
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About security access for subscriptions
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Creating and changing your subscriptions
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Viewing subscription run information
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