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Survey Results Export Utility

The Survey Results Export Utility allows you to view and analyze survey data. This utility can be saved as a Favorite and scheduled to send the results to any email address you specify. For more information abotu favorites, see Favorites Overview.

To access the Survey Results Export Utility:

  • From the Application Function Bar, select Utilities > Configuration Utilities > Survey Results Export Utility.

Utility Options

The following options are available for this utility.

Field

Description

Survey ID

Select the survey ID of the survey for which you want to export results.

Export Data

Select how you want the answer value exported. Choose from the following:

  • Choice Text (in the language of the report)

  • Choice Sequence

  • Score

(info) For Code, Old Multiple Code, and Text survey answer types, the answer will always export the Code value (or semi-colon list of codes or text) entered in the response, or blank if not. The option for Choice Seq or Score above is ignored.

Export Format

The survey data is exported as a single file (on the server) with one row or element per survey result. Choose from the following:

  • TXT (Tab separated text file)

  • CSV (Comma separated text file)

  • XLSX (Excel Data)

  • XLS (Excel Data)

  • XML

Include Headers

Select this check box to include a column header row in the export.

Column Order

This option determines the order in which the answers to a given question are listed in the export. Choose from the following:

  • Display Sequence

  • Question Sequence

Only Active Questions

If some questions on the survey have been set to inactive, selecting this option will prevent those questions and responses from being included in the export.

Text Answer

This option determines if and how answers with free-form text will be included on the report. Choose from the following:

  • Hide Text Answers: No text answers will be included on the report.

  • Count Text Responses: The number of text responses will be counted and reported, but the actual text will not be shown.

  • Show All Text: All text answers will be shown on the report.

Results Language

Select the results language for the utility. For more information, see the Results Language section on page Utilities Overview.

Time Zone

Select the time zone to use when processing the utility. This indicates the time zone to use when using dates on filters and displaying dates. If this field is blank, the dates will reflect the Time Zone of the Agent. For Category Dates, only the System Date Time is updated for the time zone (Type J). All the other Dates are shown as stored in the database.

Case Detail Rows

You can show details from the case to which the individual survey is attached. This data displays in the order specified before the column information.

To add a new row, locate it in the Filter Categories panel, then click and drag your selection to the main page. The following fields are available for each column:

Field

Description

Category

Enter the name of the category (field) that you want to display in the export.

CID

This is the Category ID of the category selected in the previous field. It is filled in automatically and cannot be changed except by changing the value in the Category field.

Label

Enter a label to use as the column heading in the export.

Level

Select the level of the hierarchy which you want to include in the export. This field is ignored for categories that do not use codes.

Display

Select how you would like data from this category to be displayed. You can choose to display the actual code value, description 1, 2,  or 3, or a combination of the code and description1.

Page

Select this option to force a page break when the group value changes.

Utility Filters

For information, refer to Filters in Emplifi Agent.

Results

When you select the Results option, the system provides an export file and a log file URL link. Click on the appropriate link to view the file.

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