---
title: "Export Performance Data via CSV"
slug: "exporting-performance-data"
updated: 2025-09-02T12:42:55Z
published: 2025-09-02T12:42:55Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.dialpad.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Export Performance Data via CSV

Dialpad WFM Admins can easily track agent performance by exporting data as a CSV file or via API, giving you a clear breakdown of your team’s productivity and workload.

You can export the following data:

- Performance metrics by agent
- Performance metrics by activity

> [!NOTE]
> Who can use this
> 
> Dialpad WFM Admins can export performance data.
> 
> Dialpad WFM is available to all Dialpad users and as a standalone product.
> 
> Contact your Customer Success Manager to discuss adding Dialpad WFM to your plan.

## Export data per agent

To export your agent’s performance metrics, head to the **Reports** tab of Dialpad WFM.

1. Go to **Performance**
2. Choose an agent or group from the drop-down menu > Select a date range
3. Navigate to **Breakdown**
4. Select the **Agent** tab > **Export** ![Navigate to the Performance report, select agents, then select Export](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/Export2.png)
5. When viewing more than 1 day, you can select how the data should be presented:
  1. **Cumulative summary**: will display 1 row per agent, summarizing their performance data for the entire selected period
  2. **Breakdown by day**: will display 1 row per agent, per day for the selected period ![Choose to breakdown by day or export a cumulative summary](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/image-1756814419688.png)

You’ll see a status update for your export right on the page, whether it is in progress, completed, or failed. ![A confirmation banner will display when the export starts](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/Export2-1.png)

The CSV will contain the following columns. [Refer to the WFM metrics guide](https://help.dialpad.com/docs/wfm-metrics) for definitions:

- Date
- Agent
- Agent email
- Scheduled hours (hours)
- Total conversations closed
- Conversations closed per hour
- Conversations closed per queue hour
- Actual occupancy (%)
- Planned occupancy (%)
- Time out of adherence (seconds)
- Time in exceptions (seconds)
- Time in adherence (seconds)
- Adherence score (%)

## Export data per activity

To export the Activity performance metrics, head to the Reports tab of Dialpad WFM.

> [!NOTE]
> Note
> 
> When you select multiple agents, the activity metrics will be combined, giving you a total view of the data for everyone in the filter.

1. Go to **Performance**
2. Choose an agent or group from the drop-down menu > Select a date range
3. Navigate to **Breakdown**
4. Select the **Activity** tab > **Export** ![Navigate to the performance report, select activities then select export](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/Export2 copy.png)
5. When viewing more than 1 day, you can select how the data should be presented:
  1. **Cumulative summary**: will display 1 row per activity, summarizing performance data for the entire selected period
  2. **Breakdown by day**: will display 1 row per activity, per day for the selected period ![Choose to breakdown by day or export a cumulative summary](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/image-1756814419688.png)

You’ll see a status update for your export right on the page, whether it is in progress, completed, or failed. ![A confirmation banner will display when the export starts](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/Export2-1.png)

The CSV will contain the following columns. [Refer to the WFM metrics guide](https://help.dialpad.com/docs/wfm-metrics) for definitions:

- Activity
- Activity type
- Scheduled hours (hours)
- Conversations commented on
- Conversations opened
- Conversations on hold
- Conversations closed
- Wrong task snapshots
- Closed per hour
- Average interaction time
- Average conversation time
- Time out of adherence (seconds)
- Time in exceptions (seconds)
- Time in adherence (seconds)
- Adherence score (%)

## Frequently asked questions

### How much data can I export?

You can export up to 32 days of data via CSV. [The API](https://help.dialpad.com/docs/export-performance-data-via-dialpad-api) offers more flexibility.

### Can I export other data?

Only the performance reporting data listed (by activity and by agent) can be exported from this page. Under ‘Timesheets’ you can export a breakdown of the schedule, also in CSV format.