Workforce Management (WFM) collects historical data automatically.
As an alternative, you can import historical data manually on a regular basis. For example, you might have a new Genesys WFM installation and want to import previously collected historical data.
You can export both forecasts you create using WFM and historical data collected by WFM.
Format is Important
When you export historical data, take care to observe the format of the exported files. Data Importer requires that the exported files be in .CSV format. However, you can import more than one type of data in a single file and define column separators, by using the Import Wizard.
The data files must:
- be formatted according to regional settings.
- use 15-minute, 30-minute, 60-minute, or 24-hour (daily) timesteps. (If you are importing data to the Master Forecast, use 15-minute and daily granularity only.)
- be ordered in ascending order by date.
Use the Data Import module to import the following data into:
|Master Forecast||Historical Data|
|Interaction Volume data||Historical Interaction Volume data|
|AHT data||Historical AHT data|
|Calculated Staffing data (in Man-hours or FTE)|
|Required Staffing data (in Man-hours or FTE)|
Security Rights are Important
Only users who have rights to edit historical data and/or publish to Master Forecast can access the Forecast > Import view.