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This menu item allows users with the SYSTEM_COMPANY_ADMINISTRATE permissions to export transaction usage data. A tab-delimited text file is created and zipped, then attached to an email.
- Go to the Home > Company > Transaction Usage Export menu command.
- Set the start and end dates for the transactions you wish to export.
- Select the transaction type you wish to export - Survey or Report.
- The Company drop-down lists all the companies to which you have access. If you administrate more than one company, select the company for which you wish to export the transactions.
- Specify the project id and/or project creator if you wish to filter the transactions on these parameters.
- Set the email address for the recipient (default is the current user - you).
- Click Export.
The Transaction Usage Export overlay opens - .
Figure 1 - Example of the Transaction Usage Export overlay
Note that the dates are "inclusive", that is all the transactions performed on or between the specified dates will be included, and the maximum interval can be 90 days.
If the selected transaction type is Survey the activities are grouped by ProjectID. If the transaction type is Report the activities are grouped by Description.
The transaction log is created as a tab-delimited .txt file - , encrypted if required in the system setup, attached to an email and sent to the recipient.
The following transaction activities are exported:
- For surveys:
- Complete - Registration Survey
- Interview complete - CAPI
- Interview complete - CATI
- Interview complete - CAWI
- Interview complete - Sample Only
- Interview Medium
- Interview Mini
- Interview Poll
- Interview Small
- For reports:
- Open report generated
- Reportal export
- Respondent Report PDF Export
Figure 2 - Example of part of a transaction log file