Perform an ad-hoc content export

A manual (ad-hoc) content export should not be performed at the same time as a recurring content export. To run an ad-hoc content export based on a date range:

  1. In Symphony, select the Settings icon.

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  1. Select Admin Portal.

This option is only available if you're a designated Administrator with Admin Portal access.

  1. Select Begin Session.

Note: Session Objective and Comments are optional fields and are not required to access the Admin Portal.

  1. Navigate to Company Settings and select Export Content.

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  1. Select the Ad-Hoc Export tab.

  1. Select the desired format and date range of the content you wish to export.
    • In the example above, EML is the format and 3/1/2024 - 3/30/2024 is the date range of the export data, meaning data from 00:00 on 1 March 2024 to 23:59 on 30 March 2024 will be exported.
    • When the start date is different from the end date, the user can choose any start or end hour (from 12 am to 11 pm).
    • If the start date is the same as the end date, the end time must always be after the start time.
  1. Select Start Ad-Hoc Export.

Read more about content export and formats, or refer to the latest version of the Symphony Admin Guide for more detailed information on content export.