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Export a list of time off requests

You can export the data in the Time Off Requests tab to an Excel spreadsheet.

  1. From the Interaction Optimizer Home page, in the Time Off Planning area click the Time Off Requests link. The Time Off Requests tab opens.
  2. Select a range of time off requests by clicking the date range button above the time off grid and using the calendar button as needed to select a date or date range. For more information, see Select a range of time off requests to view.

  3. Use the column headings and sorting controls to filter and sort the time off requests. For more information, see Filter and sort time off requests.

  4. Right-click any column heading and add or remove columns of information by selecting the data you want.

  5. To export the data displayed in the Time Off Requests tab, do one of the following:

    • Click the Export button.

    • From the Interaction Optimizer menu, select Export to Excel or press Ctrl+X.

    • Right-click anywhere in the displayed list of time off requests and select Export list of time off requests.

  1. In the Save As dialog box, select a file location and supply a name for the spreadsheet.

  2. Click Save. The spreadsheet opens in Microsoft Excel.

For more information about time off requests, see the Related Topics.

 

Related Topics