Exports

The Export module allows accessing the data that is stored in Antavo’s database. Backoffice administrators can generate reports to get an overall view of the data of customers, coupons, or stores – among others – tailored to their current needs. When creating the export file, the module configuration interface provides options to add data fields and apply filters.

Find the configuration page by opening the Modules menu and searching for the ‘Export’ module in the list. The page opens up to a list of previously created exports with the following information:

This page displays a list of exports created previously including the following information:

• Name
  Name of the export.

• Created at
  The date when the export was requested.

• Created by
  The Backoffice user who created the export linked to their profile page.

• Model
  This refers to the type of data that the export contains.

• Target
  File transfer option selected when the export was created (FTP, FTP over SSL, or SFTP). If no target is defined, the export file is only accessible through the Backoffice.

• Status
  The system works with the following statuses:

  • Pending – the setup of the export is saved, but the export process has not started yet

  • Processing – the export process is in progress

  • Finished – the export process has finished, and the export is ready for download

  • Failed – the export process has failed
    Please contact the Antavo Service Desk for further information if the issue persists.

• Filesize
  The size of the export file in bytes.

Creating a new export

• Click the ‘Create new export’ button on the left sidebar

Data model

First, select the data model to export. The following models are available:

• Challenges

• Changes

• Content approval

• Coupons

• Coupon pools

• Customers

• Customer fields

• Events

• Products

• Rewards

• Stores

• Webhook logs

• 

  Click the ‘Next’ button to continue with the configuration of the export.

Localization

• Set the name of the export
  The downloadable export file inherits the name of the export.

• Select the timezone
  Time-related settings will be handled based on the selected timezone.
  The timezones of the brand and the current Backoffice user are highlighted at the top of the dropdown list.

  

Filters

• Define the filters to be applied (mandatory)

  • Attribute
    Select the property to include in the export. You can use any built-in and custom attributes that are listed at the bottom of the editor page.

  • Operator
    Select the logical operator of the filter. The list of available operators depends on the type of attribute selected.

  • Value
    Define the filter value. Depending on the type of the attribute field, the input field can be:

    • free-text field - 'date:' expressions can be used and capital letters should be considered when using the ‘Equals’ operator

    • dropdown list

    • date selector(s).

The editor lets you combine the filters. The following options are available:

• AND – adds new criteria within the same set of filter criteria
  All filter criteria within one set have to be true to have the item added to the export file.

• OR – adds a new set of criteria
  Any of the added sets of criteria have to be true to have the item added to the export file.

Aggregation

Tick the ‘Aggregation’ checkbox to display a calculated or grouped value of the data in the export file instead of a separate value for each item. The specific aggregation mechanism is to be set up in the next step under Field configuration.

Field settings

If you’d like to add all the fields of the data model to the export file, tick the ‘All fields’ box.

Otherwise, select one of the available fields to be added to the export through the ‘Field’ dropdown list and click the  icon.

Each field added to the export populated a separate column in the export file.

Field configuration

• From
  The ‘From’ value is automatically populated from the ID of the field selected and cannot be modified.

• To
  The name of the field in the column header of the export file.

• Default
  This value will be added to data cells where the field value of the individual entity is empty.

• Replace values
  You can decide to overwrite certain data values that are stored in the database with a new value in the export file (eg. replace all ‘female’ values in the Gender customer field with ‘ladies' or replace ‘14’ values in the Age customer field with ‘underage’).
  Use the ‘Value to replace’ and ‘New value’ fields to define which value should be replaced and the target value added to the export.
  To map more than one value, click the ‘Add new field’ button.

• Aggregation
  This mandatory setting is available if the ‘Aggregation’ option has been enabled in the previous step.
  Please note that computed fields cannot be aggregated. If you’re unsure if the field is a computed field, check the editor interface of the field (Events, Customers) or consult the Antavo Service Desk.
  Use the dropdown field to select one of the available aggregation methods:

  • Group
    At least one field has to be marked as ‘group’, which defines the field that will serve as the base of aggregation (eg. if the customer ID is added, the data in the export will be aggregated per each individual customer).

  • Count
    Use this option to retrieve the number of individual entries in the report.
    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 accumulated number of all numeric values of the data fields.

  • Average
    Use this option to retrieve the average value calculated from all the values of the items in the report.

  • Min
    Use this option to retrieve the lowest value of all the attribute values in the report.

  • Max
    Use this option to retrieve the highest value of all the attributes value in the report.

File extensions

You can select between .csv and .psv file extensions.

For challenge exports, only the .json file format is available.

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.

* not applicable to .psv and .json files

Scheduling

By default, the files are exported at the time of the request, however, the export can be scheduled based on UTC timezone by selecting the ‘On-date’ or ‘Repeated values’ in the dropdown list.

• On-date
  The export will start on a predefined date and time.
  It is possible to enter the date and time schedule manually, but you can also use the date and time selectors by clicking the and icons.

• Repeated
  Select this option to set the data export to be triggered periodically. Each time the new export will be added to the list on the Exports page.

  • Daily
    Set the time of the day when the export should be created.

    

  • 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.

    

Upload target

You have the option to download the export file from the Backoffice or to select a transfer option to get the file uploaded to a server directly.

Use the ‘Type’ field to decide how you’d like to access the file.

• None
  Select this option to download your export file from the Backoffice through your browser.

• FTP

• FTP over Secure Sockets Layer (SSL)

• SFTP
  Please note that currently, Antavo supports password-based authentication only.

After selecting one of the file transfer options, you need to populate the following fields:

• Host

• Port

• Username

• Password

• Path (contains the file name)
  You create and save multiple exports a day with automatically generated unique file names.

• Create archive
  You have the option to request a compressed archive of the output file by ticking the ‘Create archive’ checkbox.

Don’t forget to click ‘Create’ after setting each required field to start the export process. 

Fields

The list of exportable fields varies for each data model. The following table provides the name of each field, along with its data type, possible values, whether it is mandatory, and a brief description.

Export page

After the export has been created, you are automatically navigated to the export page to track the status of the export which is visible in the upper right corner. You can reach this page anytime from the Exports list by clicking the ‘Details’ button of the export.

Fields

The ‘Fields' section displays the fields included in the export with the ‘From’, ‘To’, 'Default’ (if any) values of the fields.

Download exports

If you have selected the download option ('None') under the Upload target section of the configuration page, you can download the file on the Export page when the status of the export changes to ‘Finished’.
The ‘Download’ hyperlink appears under the summary of the export criteria. Click this link to download the compressed file to your device.
You will receive an automatic email as well with the link to download the export file.

Clone an export

Cloning allows repeating an existing export without having to create a new configuration from scratch. This feature is helpful for comparing the latest results with the data of a previous export to identify differences.

• Navigate to the Exports page to open the list of exports

• Click the ‘Details’ button of the export that you wish to clone

• Click the 'Clone' button in the upper right corner

• Click the ‘Create’ button to start the new export process
  If necessary, you can modify any setting of the export before clicking ‘Create’.

Sorting and searching for exports

Use the search bar on the top of the Exports page to search for specific files in your brand’s export history.

Click the ‘Name’ and 'Create at' column header to sort the exports based on the export name or creation date.