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Note: The Appendix chapters contain detailed information on the attributes of each exportable feature. |
Localization
Name
Set the name of the export. The name of the downloaded file will be inherited from the name you provide here.Timezone
The brand’s timezone and the user’s timezone are highlighted separately.
Filters
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Different types of filters amend the reports and make the query results more efficient.
Attribute – drop-down list
Select the property to include in the export.Operator – drop-down list
Select an action to include in the export.Value - Free-text field or drop-down list
Define the value relating to the action to be performed in the export.
The system allows combining the filters. The following options are available:and – adds a new set of criteria within the same filtering
or – adds a new set of criteria in a separate filtering
Aggregation
Aggregation enables the export of data to be grouped by basic aggregation operators. The aggregation will be applied to every field which is mandatory to be filled. Tick the checkbox to display a calculated or grouped value instead of separate values in the export.
Field settings
In case you wish to export customers, rewards, stores, etc. with all fields, check the ‘All fields’ box.
Otherwise, use the ➕ icon and select a field from the drop-down list to add new data to the export.
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Each field setting automatically appears as a row once you’ve added a new field, making it easier to keep track of them visually. Click the 
arrow down-button to go back to editing the field settings.
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Each field will populate a separate column in the export file.
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At the bottom of the interface, you can find the list of exportable fields with the data type of the fields, their possible values, whether they are mandatory, and their description. |
Aggregation type
If you have checked the Aggregation checkbox in the Filters section, you will see a dropdown list at the bottom of each field to select the type of aggregation. This is a mandatory field to fill.
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This can be set when creating or cloning an export within the Filters section.
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The aggregation types are the following:
Group
Use this option to define group ID values in the report.
Note: At
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Please note that at least one field should be marked as ‘group’, but more than one field can be specified. |
Count
Use this option to retrieve the number of entries in a group in the report.
Note: This
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Please note that this counts the number of entries, not the fields. If more than one field is marked as ‘count’, the same count value will be produced in the report. |
Sum
Use this option to retrieve the total amount of numerical values in the report.
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Max
Use this option to retrieve the highest field value for each group in the report.
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In case you wish to export customers, rewards, stores, etc. with all fields, check the ‘All fields’ box.
Otherwise, use the ➕ icon and select a field from the drop-down list to add new data to the export.
Each field setting automatically appears as a row once you’ve added a new field, making it easier to keep track of them visually. Click the button to go back to editing the field settings.
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Each field will populate a separate column in the export file.
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At the bottom of the interface, you can find the list of exportable fields with the data type of the fields, their possible values, whether they are mandatory, and their description. |
File extensions
Choose between .csv and .psv extensions.
File format options
Delimiter
Select the character that separates data in the export file.Enclosure
Select the character to group certain values into one data field.Newline
Select an option to determine how to add a new line.No header
Tick the checkbox to exclude the header row from the export file.
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Scheduling
This option allows running the exports in a specified time and also set them as recurrent.
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On-date
The export will start on a predefined date and time.
Use the date and time selector to specify the scheduled time by clicking on the icons in the Date and Time fields.
It is also possible to enter the details manually.Repeated
Select this option to set the data export to be triggered periodically.Daily
Set the time of the day when the export should start.
Weekly
Select the day(s) of the week and set the time of the day.
Monthly
Select the day(s) of the month and set the time of the day.
You can use the ‘Last’ value to make sure the export is started on the last day of the month, regardless of the number of days in a given month.
Update Target
Select a file transfer option from the drop-down list to get the export file uploaded to a server directly.
None
By choosing this option, you will be able to download your export file directly through your browser.FTP
FTP over Secure Sockets Layer (SSL)
SFTP: SFTP users
Users can create and save multiple exports a day with unique automatically generated file names.
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Antavo currently only supports password-based authentication for its SFTP export functionality.
After selecting an option, fill out the details in the fields that appear after selecting an option.
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Click Create.
The export process for all terminal server types requires the following information: host, port, username, password and path (containing the filename).
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Lastly, you have the option to request a compressed archive of the output file by checking the ‘Create archive’ checkbox.
Click ‘Create’ after setting each required field to start the export process.
Field list
Each data model has a different The list of exportable fields . This table contains each field name with the varies for each data model. The following table provides the name of each field, along with its data type, their possible values, whether they are it is mandatory, and their a brief description.
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Downloading an export
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When the status of the export changes to ‘Finished’, the Download hyperlink appears under the summary the summary of the export criteria.
Click on the hyperlink to download the compressed file.
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