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Exporting Dialog Responses

PeopleSoft Online Marketing dialogs and surveys allow you to gather useful information from audiences that respond to the dialogs. While operational reports provide a useful and powerful way to view and analyze these responses, it is also useful to be able to easily export this information to a Microsoft Excel-formatted report. Using a simple tool, you can export Online Marketing dialog and survey information to an XML file, which can then be imported into Excel.

Page Name

Definition Name

Usage

URL Maintenance Page

URL_TABLE

Specify the URL of the FTP server (must be a secured (FTPS) server where the exported file will be attached.

Dialog Response Export Page

RY_DRE_CTL

Specify information about the report to be exported.

Use the Dialog Response Export page (RY_DRE_CTL) to specify information about the report to be exported.

Field or Control

Definition

Report ID

Enter a meaningful report ID that defines the type of report you are generating. For security purposes, report IDs are unique to each user (for example, if two users each defined a report named June 09 Survey Responses, each would only see his or her own report).

Description

Enter a description of the report and its purpose.

Business Unit

Select the business unit in which the dialog was created.

Dialog Name

Select the name of the dialog from the list of available choices. The list will display only the names of dialogs you have permission to access, and will only include Live dialogs.

Limit responses to Audience

(Optional) Enter an audience name to export responses only from members of that audience. You can only choose audiences that you are authorized to view (you must have permission to view both Individual and Aggregate responses for the chosen audience). Leave the field blank to export responses from all respondents, regardless of audience.

Response From Date

Enter a date if you want to limit the exported responses to only those submitted after that date. Leave the field blank if you do not want to specify a beginning date.

Through Date

Enter a date if you want to limit the exported responses to only those submitted before that date.

Note: You can enter dates in the Response From Date or Through Date fields, both, or neither, depending on how you want to limit the exported responses.