Exporting WFM team member data

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.


What's my plan?







Add-on

Workforce Management (WFM) or Workforce Engagement Management (WEM)







Summary: ◀▼
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.




The Team members page 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.
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
This article includes the following sections:

Generating an export of WFM team
members
WFM team member data included in
CSV file



Generating an export of WFM team members

You can export all team members’ data from the Team members page in Zendesk WFM.
To generate an export of team members


In Workforce management, click
People in the sidebar, then select Team members.
Click Export CSV.
You’ll receive an email with a link to download your CSV file
when the export is complete.






WFM team member data included in CSV file

The following table lists the fields included in the CSV file.








Data
Description




WFM ID
The team member’s numeric ID.


Name
The team member’s full name.


Email
The team member’s primary email address.


Role
The team member’s assigned WFM role. For example, Agent.


Zendesk Default Group
The team member's default group in Zendesk.


Teams
The teams the team member is assigned to.


Workstreams
The workstreams the team member is assigned to.


Location
The team member’s assigned location. The team member can be assigned to only one
location.


Shift
The team member’s assigned shift.


Status
The team member’s WFM status. The value can be either active or
inactive.


Tracking
If task lock is turned on or off for the team member.

Note: 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 Activating task lock.








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