This procedure requires you to be logged in as Team or Tenant Admin. Also see → Role-Based Reporting and Stratus User Roles

Steps for Exporting 

To export historical reporting data, perform the following steps.

  1. Log into the Stratus UI either via Website or the Teams Personal App
  2. Locate the sidebar and click on "Reporting"

    Reporting Section
  3. Locate the CSV Export area in the Reporting panel and click on the time period (4 month) button
    (info) The duration is hard-set and includes the last 3 months plus the current ongoing. 
    → A CSV file is generated and downloaded. Filename is "CsvExport4Months_Validation_Service_-_IVR_Selection_YYYY-MM-DDThh_mm_ss.csv"

    CSV Export area
  4. You may now import the file into any evaluation toolImport Data > Text / CSV
    (info) Data fields of the CSV are comma-separated


What's part of the CSV File

ColumnDescription
TaskTypeDescribes the Type of Task, like Inbound Service
FirstAcceptedTeamMemberDisplayName

Describes the first involved TeamMember

LastAcceptedTeamMemberDisplayNameDescribes the last involved TeamMember
OriginTypeConversation OriginType from which conversation originated
AcceptTimeMsDuration between the moments when the system detects a new task and the task is accepted by the system or terminated
StartedDateThe date on which the task took place
StartedYearThe year on which the task took place
StartedQuarterThe quarter on which the task took place
StartedMonthNumberThe Month in Number on which the task took place
StartedDayOfMonthThe Day in Number on which the task took place
StartedWeekNumberThe Week in Number on which the task took place
StartedHourOfDayThe Hour of the Day on which the task took place
TaskDirectionIndicates the direction (Inbound or Outbound) of the Task
TaskIdProvides a unique Id of the Task and Service
TaskResultAfter the Call is Hung-up and Terminated or Lost, the Task gets an End Result
IsInOpeningHourAccording to the Calendar, we indicate if the the Task took place In or Out of opening hours
IsQueuedIndicates if the Task was queued
IsStandbyDutyIndicates if the Task took place within the StandByDuty
TeamServiceIndicates which team handled the Task
StartedMonthThe Month in Name on which the task took place
StartedWeekDayThe Day in Name on which the task took place
AgentSelectionAlgorithmTypeIndicates the Algorithm on how the Task was provided to an agent
StartedTimeThe Time on which the task took place
CallerSipThe SIP who called the Service
InitiallyCalledSipThe SIP of the Target which was first called
HangUpTypeIndicates who hanged up the call (Customer or Agent)
PrimaryModalityIndicates what was the latest Modality recorded to this Task
InitialModalityIndicates the initial Modality when the Task was registered in the System
CalendarCategoryTypeIndicates what Calendar Type was set in the Calendar
TransferTypeIndicates who and how the Task was transferred
TaskResultGroupClusters the Task Result into a specific Group
QueueTime(T)_HHMMSSDuration in "HH:MM:SS" Format, both for an individual task and for, as an average value, across all tasks
IvrTime(T)_HHMMSSDuration in "HH:MM:SS" Format, both for an individual task and for, as an average value, across all tasks
ConnectedTime(T)_HHMMSSDuration in "HH:MM:SS" Format, both for an individual task and for, as an average value, across all tasks
HoldTime(T)_HHMMSSDuration in "HH:MM:SS" Format, both for an individual task and for, as an average value, across all tasks
AgentProposalTime(T)_HHMMSSDuration in "HH:MM:SS" Format, both for an individual task and for, as an average value, across all tasks
VoicemailTime(T)_HHMMSSDuration in "HH:MM:SS" Format, both for an individual task and for, as an average value, across all tasks
StandbyDutyDtmfAcceptTime(T)_HHMMSSDuration in "HH:MM:SS" Format, both for an individual task and for, as an average value, across all tasks

Import in Power BI

(tick) Define a local folder location where your CSV export will be stored in future. Preferably this location should not change thereafter since Power BI uses persistent source file paths. 

To import and display the Stratus Team CSV export within your Power BI templates, perform the following steps:

First BI Report Startup

  1. Copy the BI Template (.pbix) and CSV export into your prepared folder
  2. Open the Power BI template file → Dummy data will be loaded as a default to showcase the various graphs

Default BI Report with dummy-data shown

CSV Import

  1. On "Home" Ribbon > Click "Transform Data(lightbulb) An error for the persistent CSV path might be shown, this is expected
  2. On "Query Settings" sidebar click on "Source" → Warning button changes to "Edit Settings"
  3. Click "Edit Settings" → A "file path" dialogue opens.
  4. Adapt path to the new static CSV path you prepared in preconditions.
  5. Click "OK" → Data should now be retrieved and shown in the preview. 
  6. Click "Close & Apply" → BI Should now refresh with the ne CSV data and update the graphs accordingly.


Adapting the CSV file source path

In future you just need to replace the CSV file and open the BI report and the data should automatically refresh.

At this point you are done. When you want to append further CSV data, read the next step.

Identify and append future CSV Data via "TaskID"

(warning) Note that future BI reports will not be automatically appended when you replace the source CSV file - previous CSV data will always be discarded by BI. A very likely user requirement at this point might be that you want to keep existing CSV data values and append new reports, or otherwise disregard data that is not meaningful.

(info) By using the unique identifier "TaskID" you can adapt the report to your needs. 

  1. Open your existing CSV file (e.g. an export from 2 months ago) in any tool that can edit CSV files (e.g. Excel)
  2. Note the "Task ID" column and the last entry written at the bottom of the CSV

    TaskID as unique identifier for data entries
  3. Simply open the newly downloaded CSV file you want to append to your existing report
  4. Find the "TaskID" column and copy every new entry downwards from there on.
  5. Paste the new rows at the bottom of your existing CSV export and save.
  6. Open your existing BI Report which should now refresh and include all newly appended data.