Analyses Export V2 to CSV allows you to automatically export V2 analyses from the Quant system to an FTPS server. This export allows you to regularly export a CSV file containing the following analyses: Placed Product Overview, Category Opportunities, Fixture Overview, Published Project Planograms, Published Standalone Planograms, Planned Replacements, Form Results and Implementation Photo Analysis.

Placed Product Overview

Category Opportunities
It provides a detailed comparison of the space allocated to a given product category at a store, in terms of both the fixtures available and the sales of products in that category.

Fixture Overview
It provides an overview of all the fixtures located in stores.

Published Project Planograms
It provides an overview of all planograms from all projects.

Published Standalone Planograms
It provides an overview of all standalone planograms.

Planned Replacements
Displays the scheduled replacement of items in selected stores.

Form Results
It provides an overview of the completed forms.

Implementation Photos Analysis
Displays an overview of the implementation photos. 

1. FTPS Setting

First, you can create a folder on FTPS into which a CSV file will be uploaded e.g. Analysis Report V2. However, if you set up the export correctly, the folder will be created on the FTP site automatically under the name you fill in the settings in the Primary Server Path property.

2. Automatic Task Settings

In Automatic Tasks, create a new automatic task Analyses Export V2.

Analyses Export V2

Before starting the export, you need to edit the following attributes on the Settings tab:

• Check the Enabled attribute to enable the task.
• Select the analysis you want to export in the Analysis attribute.
• Analysis Criteria can be imported directly from the analysis via the library.
• In the Analysis Columns Mapping row, select the attributes you want to export to CSV and set a name for them that appears as the column name in the CSV. More detailed procedure here.
• Fill in the Address (Primary Server) line with "ftp.extech.eu", your Username (Primary Server) and Password (Primary Server) for the FTPS server.
• Fill in the Server Path (Primary Server) line with the name of the folder where you have the imported file stored on your FTP.
• We also recommend filling in the Emails for Notifications field, where you can enter one or more email addresses to which error notifications will be sent.

Automatic Task Settings

Importing criteria from the Library

Atributes

Below is a list of other attributes that you can set as part of an automatic task:

Attribute	Description	Type
Enabled	Specifies whether the automatic task is active and data can be sent through it.	yes/no
Title	Custom name of the automatic task.	text
Description	Custom description of the automatic task function.	formatted text
Frequency	Specifies when to export files to FTPS.	time
Notes	Notes.	text
Emails for Notifications	One or more email addresses to which emails with error conditions will be sent.	list of strings
Export to Zip	Check if you want the exported file to be zipped.	yes/no
Filename	Fill in how the exported file should be named e.g. analyze_reports.csv	text
Do Not Export Empty File	If the file does not contain any data, it will not be exported.	yes/no
Primary Server Host	By default "ftp.extech.eu", unless you use your own server.	text
Primary Server Port	Standard 21.	text
Primary Server Username	Your username in FTPS server.	text
Primary Server Password	Your password in FTPS server.	text
Primary Server FTP Client Type	Choose the FTP client type.	selection
Primary Server Implicit SSL	Select if you want to use default SSL. If you do not check the box, explicit SSL for FTPS will be used.	yes/no
Primary Server Plain FTP	Select if you want to use an unsecured FTP protocol.	yes/no
Primary Server Keep Source Files Untouched	For exports, this attribute has no meaning.	yes/no
Primary Server Path	Write the name of the folder into which the product file should be exported. For example Analysis Report V2.	text
Character set	Select the character set of your CSV file.	selection
Date and Time Format	The format in which the date and time is entered e.g. 31.12.23 23:59:59	selection
Date Format	Date entry format, eg 31.12.23.	selection
String value for TRUE	Write what value in the file represents "TRUE" e.g. 1.	text
String value for FALSE	Write what value in the file represents "FALSE" e.g. 0.	text
Fraction Digits	Number of decimal places.	text
Decimal Point	Select the sign for the decimal point used in your CSV file.	selection
Thousands Separator	The character you want to use to separate thousands in the file, e.g. comma - 1,000.	selection
Column Separator	Select which column separator to use for the exported file.	selection
Analysis	Select the analysis you want to export.	selection
Analysis Criteria	Select the analysis criteria.	selection
Analysis Columns Mapping*	Select the attributes you want to export. Each attribute will represent one column in the file.	list of attributes

* example of settings of columns in the exported file

Analysis Columns Mapping

3. Launching the Automatic Task

After setting all necessary attributes, you can use the Launch button to export the file immediately or you can wait for the export to start automatically based on the set Frequency. If the automatic task is complete, a message will appear in the upper right corner indicating that the export was successful.

Launching the Automatic Task 

If the export has not succeeded, in the Latest Logs you will find more details about why did the export fail.

4. Exported File

On FTPS you can find the exported file in the appropriate folder.

Exported File on FTPS 

When exporting the Placed Product Overview report, each row in the CSV file represents a product and each column represents an attribute. You can configure these columns (attributes) in the Anylysis Column Mapping settings, as described in the figure above.

Exported File

5. Latest Logs

In the Latest Logs tab, you can view a summary of each execution of an automatic task, including statistics, errors, and warnings.

If you select a specific line of the log, you can view its detail via the Show Items button.

Latest Logs

If a task ends with an error or warning, you can read the specific error or warning message using the Show Errors and Show Warnings buttons.

Show Errors and Warnings