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Export - Exporters list

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Overview

The exporters list shows all available exporters for use in Export Results or Export Queue tabs. Exporters are the file definitions for the export. You can create a custom definition for your purpose or you can modify an existing one.

Existing exporters can be edited by clicking the ­ (edit button) or deleted by clicking the ­ (delete button).

To add an exporter click the green + Add Exporter button on the right hand side. You can choose the name and unit for the exporter and select various options for the export format.

VoC_Feedback_-_Save_Exporter.png

Name

Defines the name of exporter
Ref unit

Allows to configure the unit of the exporter. This allows to limit access to exporters if you have users which only have access to certain units.

Example: If the exporter "NPS Unit 1" is configured for Unit 1 and some user of VoC Feedback only has access to Unit 2 then they won't see exporter "NPS Unit 1" in the list of available exporters.
Column Headers

Choose one of the properties of survey questions to use for column names in the resulting export file:

  • Question Text
  • Question Label
  • External ID
Language

Allows to select a language of values in header columns for questions. Only shown when "Question Text" is selected as "Column Headers"
Delimiter

Character for separating columns of a CSV file format. You can also use the button set tab delimiter to use the special character “tab” as delimiter.

Note: delimiters like a comma are generally not suitable, as customer comments can contain such characters in open text answers.
File Type You can choose between CSV or XLS formats
Status

Choose which record sets should be exported by status. For more information on questionnaire status please see here.

Note: questionnaires in partial state will be displayed as aborted in the resulting export file.
Filter questionnaires by date considering their Choose how data for the export is selected:
  • If you choose End Date, exporter will export those questionnaires that acquired one of the final states(completed, partial, terminated, expired) during the selected date range.
  • If you choose Creation Date, exporter will export those questionnaires that were created during the selected date range
  • If you choose Start Date, exporter will export those questionnaires that were started during the selected date range
For rolling surveys which are based on transactions, a filter by Response Date is used most of the time. If you have a survey only during a certain time you can choose to filter by Creation Date and export the data several times for the same range of dates, to see how the answers are coming in.
Only with responses If active, empty questionnaires will be excluded.
Show and count only valid responses If active, shows only valid responses. This is used mainly for SMS surveys where users can answer, for example by typing "yes" in their text as answer to an NPS question, which allows only numbers between 0 and 10 as answers.
Export Type

Choose an exporter type:

    • Default will export all available data. This means all system columns plus all answer data and metadata. For more information on default export structure please see here.
    • Default (Emulate Default Legacy exporter) mimics the structure and format of the Legacy Default exporter and can be used for backward compatibility by clients who have processes dependent on the Legacy exporter.
    • Custom exporters contain user-defined specific columns. This means that you can, for example, create an exporter with just two columns - 1) Customer ID and 2) answers to certain question
    • Blacklist. For more information on how to export the list of the customers currently in the blacklist please see here

For more information on custom exporters please see here

 

 

Exporter conditions

Exporter conditions allow to specify a rule or a set of rules which should be met (be true) in order for the questionnaire to be included in the resulting export.

VoC_Feedback_-_Exporters_Conditions.png

 

Question external id

This is the external ID of the question which is set during the question creation process.

Please note that if you refer to multiple surveys from within one export each question with matching external ID will be included to said export.
Condition Please see conditions description section below for more information
Value Specify the value for the condition

 

In the example above only questions with external ID NPS with value 1 will be included in the resulting export in case they also satisfy the conditions of the exporter itself.

Please note: Exporter conditions won't take any effect if Generic type of export is selected.

 

Conditions description

Please find a table of applicable operators for various types of questions below.

Please also note that conditions set for mismatched operator/question pairs are not supported and might result in unexpected behavior.

Operator Description Supported types of questions
< Checks if the response value is less than the specified one

Scalable

Configurable (numeric values)

Open (numeric values)

Number Input
<= Checks if the response value is less than or equals to the specified one

Scalable

Configurable (numeric values)

Open (numeric values)

Number Input
> Checks if the response value is more than the specified one

Scalable

Configurable (numeric values)

Open (numeric values)

Number Input
= Checks if the response value equals to the specified one All types of questions (excluding system questions such as Finish Survey or Delimiter)
>= Checks if the response value is more than or equals to the specified one

Scalable

Configurable (numeric values)

Open (numeric values)

Number Input
!= Checks if the response value isn't equal to the specified one All types of questions (excluding system questions such as Finish Survey or Delimiter)
like% Checks if the response value of the open question begins with the specified string

 Configurable (text values)

Open (text values)

Yes/No
%like% Checks if the response value of the open question contains the specified string

 Configurable (text values)

Open (text values)

Yes/No

 

 

New Exporters (11.4.0 release)

With the 11.4.0 release, it is possible to create new exporters that will allow exporting more data in less time.  Now the export of data will be performed from MongoDB, which will significantly increase the speed of the export. Please see the list of other improvements:

  • Now It's possible to export data in JSON and XLSX formats. This needs to be specified in the exporter settings.
  • The classification results, Lemmas, and Visual Columns now can be exported from VoC Feedback by enabling selectors inside exporter settings. In that case, if you have applied classifiers to the survey, the results of the classification will be exported as well. The same is applied to the recorded variables, queries in VoC Mine, etc.

Exporting the data with the New Exporter also gives a possibility to enrich the file with additional columns (see attached).

 

#FAQ

Clients often ask us: "When I download the file and open it in excel, the line breaks in the open text columns and the file is a mess. How can I avoid it?"

Our suggestions is: "Please check a "Remove line breaks and delimeters from values" button now available at the New Exporter. By activating this option, you will no longer have problems with the messy columns, the data will not "move" from where it should be present. 

Pay attention to the fact that this option only exists in the New Exporter, so if you are using a Default one - just make a copy of the Default Exporter in the New Exporter and enjoy it's benefits!"

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