How do I create a Data Export task?

Expand Manage Data from the navigation and select Data Export. Then, select + New task and complete the configuration steps. You can also create an export task for a session list from the Session Search results page.

1. Schedule the task.
   1. Provide a name and description.
   2. Activate or deactivate the task.

      Activating the task means that the task is triggered automatically at the time that is specified in Run export at.

      Deactivating the task means that the task is not triggered automatically. The session export task remains dormant until you activate it manually.

      You can activate or deactivate tasks from the Actions menu in the Session Export user interface.

   3. Specify an output format for the session that you are exporting.

      Sessions that are exported in the CSV format are not replayable. If you select CSV as the format, the output for the exported session data is a .DAT file in .CSV format.

      When you select a CSV format, an additional step for configuring the output of the .DAT file is displayed.

      If you want users to be able to upload and replay the exported session, select LTS. The output is a .pdf file with an embedded lts attachment.

   4. Set the time and schedule to run the task.

      If you select the session export period retrospectively, the time must be within your purchased retention period for Acoustic Experience Analytics (Tealeaf). For example, if today is November 14 and your organization has 14 days of retention for Acoustic Experience Analytics (Tealeaf), you can select the period that starts November 1.

2. Select the application from which you want to export session data.
3. Set filters for the export task.

   Using the radio buttons, specify the type of data to include or exclude and then further refine your filter.

   If you select more than one type of data, the exported sessions meet any of criteria that you selected. For example, you might want to filter by a "purchase" event or by a customized event for a "promo code". If you are filtering by a purchase event, the exported session can be used as record for the returning customer, if that customer disputes the 30-day return policy. For the case of a "promo code", the exported session might be used for returning customers who dispute the promo code.

   You can also select Saved searches and apply the existing search conditions from a saved search as a filter for the session export task.

4. For CSV format type only: Configure the output of the .DAT file.

   Specify which bulk attributes to include your session export by selecting the .DAT file(s).

   By selecting only the .DAT file(s) you need, you can reduce the size of the .DAT file, which can lower your Export MMI costs.

   If you are exporting BulkEvents.dat, select the events to include.

5. Configure notifications by adding email addresses of the users who you want to notify when the task completes.