Exporting WFM team member data

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<p id="docs-hc-snippet" style="display: none;">TheTeam members pagein Zendesk Workforce management (WFM) provides a central place for admins to view their team members’ information, such as their role, teams, assigned workstreams, and so on. This article describes how admins can export WFM team-member data to a comma-separated values (CSV) file.</p>
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<strong>Add-on</strong>
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<td>Workforce Management (WFM) or Workforce Engagement Management (WEM)</td>
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<p id="docs-ai-summary-toggle">Summary: <span id="up-triangle">◀</span><span id="down-triangle">▼</span></p>
<p id="docs-ai-summary-content">You can export your team's data to a CSV file to analyze roles, teams, workstreams, shifts, and status. This export helps you review agent information, identify improvement areas, or keep a backup. The CSV includes details like team member ID, name, email, role, default group, location, and task lock status, providing a comprehensive overview of your workforce management setup.</p>
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<p class="p" dir="ltr">The <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/7052274669338" target="_blank">Team members page</a> in Zendesk Workforce management
(WFM) provides a central place for admins to view their team members’ information, such as
their role, teams, assigned workstreams, and so on. This article describes how admins can
export WFM team-member data to a comma-separated values (CSV) file.</p>
<p class="p" dir="ltr">By exporting team member data into a spreadsheet you can analyze your agents
information, pinpoint areas for improvement, or use it as a backup file</p>
<p class="p" dir="ltr">This article includes the following sections:</p>
<ul class="ul" id="topic-1__ul_nnt_xqr_tbc">
<li class="li" dir="ltr"><a class="xref" href="#topic_ab2_zqr_tbc">Generating an export of WFM team
members</a></li>
<li class="li" dir="ltr"><a class="xref" href="#topic_lqk_tds_tbc">WFM team member data included in
CSV file</a></li>
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<div aria-labelledby="ariaid-title2" class="topic nested1" id="topic_ab2_zqr_tbc">
<h2 class="title topictitle2" id="ariaid-title2">Generating an export of WFM team members</h2>
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<p class="p">You can export all team members’ data from the Team members page in Zendesk WFM.</p>
<p class="p"><strong class="ph b">To generate an export of team members</strong></p>
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<li class="li"><span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408838272410" target="_blank">Workforce management</a>, click <img class="image" id="topic_ab2_zqr_tbc__d8e169" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/ac_people_icon.png">
<strong class="ph b">People</strong> in the sidebar, then select <strong class="ph b">Team members</strong>.</span></li>
<li class="li">Click <strong class="ph b">Export CSV</strong>.<p class="p"><img class="image" id="topic_ab2_zqr_tbc__image_qmg_gds_tbc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/wfm_user_mgmt_export.png" width="850"></p>
<p class="p">You’ll receive an email with a link to download your CSV file
when the export is complete.</p>
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<div aria-labelledby="ariaid-title3" class="topic nested1" id="topic_lqk_tds_tbc">
<h2 class="title topictitle2" id="ariaid-title3">WFM team member data included in CSV file</h2>
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<p class="p">The following table lists the fields included in the CSV file.</p>
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<th class="entry cellrowborder" id="d51e119" style="vertical-align:top;">Data</th>
<th class="entry cellrowborder" id="d51e122" style="vertical-align:top;">Description</th>
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<td class="entry cellrowborder" headers="d51e119" style="vertical-align:top;">WFM ID</td>
<td class="entry cellrowborder" headers="d51e122" style="vertical-align:top;">The team member’s numeric ID.</td>
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<td class="entry cellrowborder" headers="d51e119" style="vertical-align:top;">Name</td>
<td class="entry cellrowborder" headers="d51e122" style="vertical-align:top;">The team member’s full name.</td>
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<td class="entry cellrowborder" headers="d51e119" style="vertical-align:top;">Email</td>
<td class="entry cellrowborder" headers="d51e122" style="vertical-align:top;">The team member’s primary email address.</td>
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<td class="entry cellrowborder" headers="d51e119" style="vertical-align:top;">Role</td>
<td class="entry cellrowborder" headers="d51e122" style="vertical-align:top;">The team member’s assigned WFM role. For example, Agent.</td>
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<td class="entry cellrowborder" headers="d51e119" style="vertical-align:top;">Zendesk Default Group</td>
<td class="entry cellrowborder" headers="d51e122" style="vertical-align:top;">The team member's <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408828237722" target="_blank">default</a> group in Zendesk.</td>
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<td class="entry cellrowborder" headers="d51e119" style="vertical-align:top;">Teams</td>
<td class="entry cellrowborder" headers="d51e122" style="vertical-align:top;">The teams the team member is assigned to.</td>
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<td class="entry cellrowborder" headers="d51e119" style="vertical-align:top;">Workstreams</td>
<td class="entry cellrowborder" headers="d51e122" style="vertical-align:top;">The workstreams the team member is assigned to.</td>
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<td class="entry cellrowborder" headers="d51e119" style="vertical-align:top;">Location</td>
<td class="entry cellrowborder" headers="d51e122" style="vertical-align:top;">The team member’s assigned location. The team member can be assigned to only one
location.</td>
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<td class="entry cellrowborder" headers="d51e119" style="vertical-align:top;">Shift</td>
<td class="entry cellrowborder" headers="d51e122" style="vertical-align:top;">The team member’s assigned shift.</td>
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<td class="entry cellrowborder" headers="d51e119" style="vertical-align:top;">Status</td>
<td class="entry cellrowborder" headers="d51e122" style="vertical-align:top;">The team member’s WFM status. The value can be either active or
inactive.</td>
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<td class="entry cellrowborder" headers="d51e119" style="vertical-align:top;">Tracking</td>
<td class="entry cellrowborder" headers="d51e122" style="vertical-align:top;">If task lock is turned on or off for the team member. <div class="p">
<div class="note note">
<span class="notetitle">Note:</span> You will only see Task lock listed here for users who had this setting
activated manually by an admin. Users who have task lock activated via account
settings are not listed here. See <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/6443329357210" target="_blank">Activating task lock</a>.</div>
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