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Define an Excel Merge Action for a One-Step

Use the Excel Merge Action to create Excel files that contain data from CSM. For example, create a One-Step for a Dashboard that exports Incident data into an Excel file to create a monthly "scorecard" of all Incidents within the last 30 days (including total number of Incidents, how many were closed, the percentage closed on first call, the average time it took to close Incidents, etc.).

To define an Excel Merge Action:

  1. Create an Excel template.
  2. Create a One-Step.
  3. On the General page in the One-Step window (accessed from within the One-Step Manager), click Add, and then select Excel Merge.

    The Excel Merge window opens.

    Excel Merge Action

  4. Define general properties for the Excel Merge Action:
  5. Select the template to use for the Excel Merge Action:
  6. Define what to do with the data outputs from CSM:
  7. Click OK.

In This Section

Create an Excel Template

See Also

Define Actions for a One-Step

Define a Print Action for a One-Step

Define a Send an E-mail Action for a One-Step

Define a Send Tweet Action for a One-Step

Define a Run a Report Action for a One-Step

Define a Write to a File Action for a One-Step

Define a Run a Program Action for a One-Step

Define a Launch a URL Action for a One-Step

Define a Pop-Up Action for a One-Step

Define a Create a Business Object Action for a One-Step

Define an Update a Business Object Action for a One-Step

Define a Create Child Business Object Action for a One-Step

Define a Delete a Business Object Action for a One-Step

Define a Step Through Children Action for a One-Step

Define a Work with a Queue Action for a One-Step

Define a Go to a Record Action for a One-Step

Define an Execute a Command Action for a One-Step

Define a Go to a Field Action for a One-Step

Define a Run a One-Step Action for a One-Step

Define an Update a Variable or Stored Value Action for a One-Step

Define a Call a Web Service Action for a One-Step

Define a Go To Action for a One-Step